First County Bank’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

First County Bank’s Portfolio SCHV Stock Details SCHV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.4M	Sell	40,354 -759	-2%	-$25K	0.66%	46
2026 Q1	$1.25M	Sell	41,113 -435	-1%	-$13.6K	0.67%	44
2025 Q4	$1.23M	Buy	41,548 +1,677	+4%	+$49K	0.64%	48
2025 Q3	$1.16M	Buy	39,871 +1,423	+4%	+$40.4K	0.59%	50
2025 Q2	$1.06M	Buy	38,448 +6,725	+21%	+$177K	0.57%	57
2025 Q1	$843K	Buy	+31,723	New	+$851K	0.47%	69

Other funds holding SCHV

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

CFG

Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return

FMP

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

HWM

HRC Wealth Management Moscow, Idaho $244M AUM 21.86% 1-Year Est. Return

Veery Capital Wilmington, Delaware $372M AUM 21.43% 1-Year Est. Return

NCMW

Northern Capital Management (Washington) Spokane, Washington $198M AUM 24.66% 1-Year Est. Return

GIA

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

SMBT

Southern Michigan Bank & Trust Coldwater, Michigan $281M AUM

First County Bank's SCHV Position: Q2 2026 in Review

First County Bank reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 1.8% in Q2 2026, selling an estimated $25K and leaving 40,354 shares worth $1.4M. The position accounts for 0.66% of the portfolio, ranked #46.

First County Bank first reported a position in SCHV in Q1 2025 and has held it in 6 quarters since. 251 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

First County Bank held 40,354 shares of Schwab US Large-Cap Value ETF worth $1.4M as of Q2 2026.
First County Bank sold 759 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $25K.
Schwab US Large-Cap Value ETF made up 0.66% of First County Bank's portfolio in Q2 2026, its #46 holding.
First County Bank first reported a position in Schwab US Large-Cap Value ETF in Q1 2025 and has held it in 6 quarters since.
251 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on First County Bank's 13F filing for Q2 2026, filed 2 Jul 2026.