GAM
SCHV

Grandview Asset Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Grandview Asset 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 		$2.04M Buy
58,514
+19,305
+49% +$636K 0.51% 41
2026
Q1 		$1.31M Buy
+39,209
New +$1.22M 0.38% 50

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Envestnet Asset Management
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
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Osaic Holdings
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
SC
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

Grandview Asset Management's SCHV Position: Q2 2026 in Review

Grandview Asset Management increased its Schwab US Large-Cap Value ETF (SCHV) stake by 49% in Q2 2026, buying an estimated $636K and bringing the position to 58,514 shares worth $2.04M. The position accounts for 0.51% of the portfolio, ranked #41.

Grandview Asset Management first reported a position in SCHV in Q1 2026 and has held it in 2 quarters since. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Grandview Asset Management held 58,514 shares of Schwab US Large-Cap Value ETF worth $2.04M as of Q2 2026.
  • Grandview Asset Management bought 19,305 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $636K.
  • Schwab US Large-Cap Value ETF made up 0.51% of Grandview Asset Management's portfolio in Q2 2026, its #41 holding.
  • Grandview Asset Management first reported a position in Schwab US Large-Cap Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Grandview Asset Management's 13F filing for Q2 2026, filed 24 Jul 2026.