Halbert Hargrove Global Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Halbert Hargrove Global Advisors’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	$177K	Sell	5,097 -223	-4%	-$7.35K	0.01%	115
2026 Q1	$162K	Hold	5,320	–	–	0.01%	109
2025 Q4	$158K	Buy	5,320 +5,098	+2,296%	+$149K	0.01%	110
2025 Q3	$6.46K	Hold	222	–	–	﹤0.01%	386
2025 Q2	$6.14K	Hold	222	–	–	﹤0.01%	254
2025 Q1	$5.9K	Hold	222	–	–	﹤0.01%	296
2024 Q4	$5.79K	Buy	+222	New	+$5.99K	﹤0.01%	254

Other funds holding SCHV

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

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

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

Halbert Hargrove Global Advisors's SCHV Position: Q2 2026 in Review

Halbert Hargrove Global Advisors reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 4.2% in Q2 2026, selling an estimated $7.35K and leaving 5,097 shares worth $177K. The position accounts for 0.01% of the portfolio, ranked #115.

Halbert Hargrove Global Advisors first reported a position in SCHV in Q4 2024 and has held it in 7 quarters since. 987 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

Halbert Hargrove Global Advisors held 5,097 shares of Schwab US Large-Cap Value ETF worth $177K as of Q2 2026.
Halbert Hargrove Global Advisors sold 223 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $7.35K.
Schwab US Large-Cap Value ETF made up 0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #115 holding.
Halbert Hargrove Global Advisors first reported a position in Schwab US Large-Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
987 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.