FVIM
SCHV

Fort Vancouver Investment Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Fort Vancouver Investment Management’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 		$234K Hold
6,711
– – 0.11% 30
2026
Q1 		$205K Hold
6,711
– – 0.1% 29
2025
Q4 		$199K Sell
6,711
-42
-0.6% -$1.23K 0.11% 29
2025
Q3 		$197K Hold
6,753
– – 0.11% 29
2025
Q2 		$187K Hold
6,753
– – 0.13% 29
2025
Q1 		$179K Buy
6,753
+42
+0.6% +$1.13K 0.14% 27
2024
Q4 		$175K Sell
6,711
-2,355
-26% -$63.6K 0.15% 26
2024
Q3 		$243K Sell
9,066
-21
-0.2% -$539 0.21% 24
2024
Q2 		$224K Buy
+9,087
New +$225K 0.22% 24

Other funds holding SCHV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
RRWA
Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return
MAG
Mokosak Advisory Group Urbandale, Iowa $462M AUM 25.98% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return

Fort Vancouver Investment Management's SCHV Position: Q2 2026 in Review

Fort Vancouver Investment Management held its Schwab US Large-Cap Value ETF (SCHV) position steady in Q2 2026 at 6,711 shares worth $234K. The position accounts for 0.11% of the portfolio, ranked #30.

Fort Vancouver Investment Management first reported a position in SCHV in Q2 2024 and has held it in 9 quarters since. The position peaked at $243K in Q3 2024. 579 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Fort Vancouver Investment Management held 6,711 shares of Schwab US Large-Cap Value ETF worth $234K as of Q2 2026.
  • Fort Vancouver Investment Management left its Schwab US Large-Cap Value ETF share count unchanged in Q2 2026.
  • Schwab US Large-Cap Value ETF made up 0.11% of Fort Vancouver Investment Management's portfolio in Q2 2026, its #30 holding.
  • Fort Vancouver Investment Management first reported a position in Schwab US Large-Cap Value ETF in Q2 2024 and has held it in 9 quarters since.
  • Fort Vancouver Investment Management's Schwab US Large-Cap Value ETF position peaked at $243K in Q3 2024.
  • 579 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Fort Vancouver Investment Management's 13F filing for Q2 2026, filed 30 Jul 2026.