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

First Western Trust 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	$829K	Buy	23,819 +12,515	+111%	+$412K	0.04%	100
2026 Q1	$345K	Hold	11,304	–	–	0.02%	160
2025 Q4	$335K	Hold	11,304	–	–	0.02%	155
2025 Q3	$329K	Hold	11,304	–	–	0.02%	148
2025 Q2	$313K	Hold	11,304	–	–	0.01%	150
2025 Q1	$300K	Hold	11,304	–	–	0.01%	149
2024 Q4	$295K	Hold	11,304	–	–	0.01%	158
2024 Q3	$303K	Hold	11,304	–	–	0.01%	158
2024 Q2	$279K	Hold	11,304	–	–	0.01%	154
2024 Q1	$286K	Hold	11,304	–	–	0.01%	164
2023 Q4	$264K	Buy	+11,304	New	+$247K	0.01%	170

Other funds holding SCHV

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

First Western Trust Bank's SCHV Position: Q2 2026 in Review

First Western Trust Bank increased its Schwab US Large-Cap Value ETF (SCHV) stake by 111% in Q2 2026, buying an estimated $412K and bringing the position to 23,819 shares worth $829K. The position accounts for 0.04% of the portfolio, ranked #100.

First Western Trust Bank first reported a position in SCHV in Q4 2023 and has held it in 11 quarters since. 993 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

First Western Trust Bank held 23,819 shares of Schwab US Large-Cap Value ETF worth $829K as of Q2 2026.
First Western Trust Bank bought 12,515 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $412K.
Schwab US Large-Cap Value ETF made up 0.04% of First Western Trust Bank's portfolio in Q2 2026, its #100 holding.
First Western Trust Bank first reported a position in Schwab US Large-Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
993 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on First Western Trust Bank's 13F filing for Q2 2026, filed 29 Jul 2026.