GC
SCHV

Gilbert & Cook’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Gilbert & Cook’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
Q1 		$600K Sell
19,677
-87
-0.4% -$2.71K 0.08% 131
2025
Q4 		$585K Hold
19,764
– – 0.07% 140
2025
Q3 		$575K Hold
19,764
– – 0.07% 130
2025
Q2 		$547K Hold
19,764
– – 0.07% 129
2025
Q1 		$525K Sell
19,764
-99
-0.5% -$2.66K 0.08% 133
2024
Q4 		$518K Hold
19,863
– – 0.07% 137
2024
Q3 		$532K Hold
19,863
– – 0.07% 126
2024
Q2 		$490K Hold
19,863
– – 0.07% 128
2024
Q1 		$503K Hold
19,863
– – 0.07% 137
2023
Q4 		$464K Sell
19,863
-792
-4% -$17.3K 0.07% 148
2023
Q3 		$444K Sell
20,655
-1,521
-7% -$34.2K 0.07% 138
2023
Q2 		$496K Buy
+22,176
New +$484K 0.08% 106
2022
Q3 		– Sell
-10,518
Closed -$219K – 220
2022
Q2 		$219K Buy
+10,518
New +$236K 0.04% 185

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Gilbert & Cook's SCHV Position: Q1 2026 in Review

Gilbert & Cook reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 0.44% in Q1 2026, selling an estimated $2.71K and leaving 19,677 shares worth $600K. The position accounts for 0.08% of the portfolio, ranked #131.

Gilbert & Cook first reported a position in SCHV in Q2 2022 and has held it in 13 quarters since. 962 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

  • Gilbert & Cook held 19,677 shares of Schwab US Large-Cap Value ETF worth $600K as of Q1 2026.
  • Gilbert & Cook sold 87 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $2.71K.
  • Schwab US Large-Cap Value ETF made up 0.08% of Gilbert & Cook's portfolio in Q1 2026, its #131 holding.
  • Gilbert & Cook first reported a position in Schwab US Large-Cap Value ETF in Q2 2022 and has held it in 13 quarters since.
  • 962 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

Based on Gilbert & Cook's 13F filing for Q1 2026, filed 5 May 2026.