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 Q3	$972K	Sell	29,166 -365	-1%	-$12.6K	0.01%	340
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

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Moneta Group Investment Advisors St Louis, Missouri $16.1B AUM 16.18% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Greenleaf Trust's SCHV Position: Q3 2026 in Review

Greenleaf Trust reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 1.2% in Q3 2026, selling an estimated $12.6K and leaving 29,166 shares worth $972K. The position accounts for 0.01% of the portfolio, ranked #340.

Greenleaf Trust first reported a position in SCHV in Q3 2021 and has held it in 21 quarters since. The position peaked at $1.03M in Q2 2026. 905 funds tracked by Wall St. Rank hold SCHV as of Q3 2026.

Greenleaf Trust held 29,166 shares of Schwab US Large-Cap Value ETF worth $972K as of Q3 2026.
Greenleaf Trust sold 365 Schwab US Large-Cap Value ETF shares in Q3 2026, an estimated $12.6K.
Schwab US Large-Cap Value ETF made up 0.01% of Greenleaf Trust's portfolio in Q3 2026, its #340 holding.
Greenleaf Trust first reported a position in Schwab US Large-Cap Value ETF in Q3 2021 and has held it in 21 quarters since.
Greenleaf Trust's Schwab US Large-Cap Value ETF position peaked at $1.03M in Q2 2026.
905 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2026.

Based on Greenleaf Trust's 13F filing for Q3 2026, filed 29 Oct 2026.