Greenleaf Trust’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Greenleaf Trust’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	$1.03M	Buy	29,531 +881	+3%	+$29K	0.01%	349
2026 Q1	$874K	Hold	28,650	–	–	0.01%	371
2025 Q4	$848K	Hold	28,650	–	–	0.01%	369
2025 Q3	$834K	Hold	28,650	–	–	0.01%	376
2025 Q2	$793K	Hold	28,650	–	–	0.01%	377
2025 Q1	$762K	Sell	28,650 -1,605	-5%	-$43.1K	0.01%	389
2024 Q4	$789K	Buy	30,255 +1,605	+6%	+$43.3K	0.01%	390
2024 Q3	$768K	Hold	28,650	–	–	0.01%	405
2024 Q2	$707K	Hold	28,650	–	–	0.01%	384
2024 Q1	$726K	Hold	28,650	–	–	0.01%	369
2023 Q4	$669K	Hold	28,650	–	–	0.01%	382
2023 Q3	$616K	Hold	28,650	–	–	0.01%	379
2023 Q2	$641K	Hold	28,650	–	–	0.01%	386
2023 Q1	$626K	Hold	28,650	–	–	0.01%	389
2022 Q4	$630K	Hold	28,650	–	–	0.01%	377
2022 Q3	$559K	Hold	28,650	–	–	0.01%	370
2022 Q2	$596K	Hold	28,650	–	–	0.01%	349
2022 Q1	$682K	Hold	28,650	–	–	0.01%	327
2021 Q4	$699K	Hold	28,650	–	–	0.01%	330
2021 Q3	$644K	Buy	+28,650	New	+$663K	0.01%	329

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

Greenleaf Trust's SCHV Position: Q2 2026 in Review

Greenleaf Trust increased its Schwab US Large-Cap Value ETF (SCHV) stake by 3.1% in Q2 2026, buying an estimated $29K and bringing the position to 29,531 shares worth $1.03M. The position accounts for 0.01% of the portfolio, ranked #349.

Greenleaf Trust first reported a position in SCHV in Q3 2021 and has held it in 20 quarters since. 251 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

Greenleaf Trust held 29,531 shares of Schwab US Large-Cap Value ETF worth $1.03M as of Q2 2026.
Greenleaf Trust bought 881 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $29K.
Schwab US Large-Cap Value ETF made up 0.01% of Greenleaf Trust's portfolio in Q2 2026, its #349 holding.
Greenleaf Trust first reported a position in Schwab US Large-Cap Value ETF in Q3 2021 and has held it in 20 quarters since.
251 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Greenleaf Trust's 13F filing for Q2 2026, filed 21 Jul 2026.