HC
SCHV

Hamilton Capital’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Hamilton Capital’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 		$240K Hold
6,885
– – 0.01% 135
2026
Q1 		$210K Hold
6,885
– – 0.01% 144
2025
Q4 		$204K Buy
+6,885
New +$201K 0.01% 154
2024
Q1 		– Sell
-9,546
Closed -$223K – 151
2023
Q4 		$223K Buy
+9,546
New +$209K 0.02% 120
2021
Q4 		– Sell
-15,984
Closed -$360K – 149
2021
Q3 		$360K Buy
+15,984
New +$370K 0.03% 47

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

Hamilton Capital's SCHV Position: Q2 2026 in Review

Hamilton Capital held its Schwab US Large-Cap Value ETF (SCHV) position steady in Q2 2026 at 6,885 shares worth $240K. The position accounts for 0.01% of the portfolio, ranked #135.

Hamilton Capital first reported a position in SCHV in Q3 2021 and has held it in 5 quarters since. The position peaked at $360K in Q3 2021. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Hamilton Capital held 6,885 shares of Schwab US Large-Cap Value ETF worth $240K as of Q2 2026.
  • Hamilton Capital left its Schwab US Large-Cap Value ETF share count unchanged in Q2 2026.
  • Schwab US Large-Cap Value ETF made up 0.01% of Hamilton Capital's portfolio in Q2 2026, its #135 holding.
  • Hamilton Capital first reported a position in Schwab US Large-Cap Value ETF in Q3 2021 and has held it in 5 quarters since.
  • Hamilton Capital's Schwab US Large-Cap Value ETF position peaked at $360K in Q3 2021.
  • 991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Hamilton Capital's 13F filing for Q2 2026, filed 17 Aug 2026.