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 Q3	$229K	Hold	6,885	–	–	0.01%	138
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

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

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

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

CFG

Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

Veery Capital Wilmington, Delaware $375M AUM 14.26% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Persium Advisors Atlanta, Georgia $191M AUM 23.01% 1-Year Est. Return

MWP

Meriwether Wealth & Planning Minden, Louisiana $222M AUM 15.77% 1-Year Est. Return

Friday Financial Dubuque, Iowa $506M AUM 14.2% 1-Year Est. Return

Hamilton Capital's SCHV Position: Q3 2026 in Review

Hamilton Capital held its Schwab US Large-Cap Value ETF (SCHV) position steady in Q3 2026 at 6,885 shares worth $229K. The position accounts for 0.01% of the portfolio, ranked #138.

Hamilton Capital first reported a position in SCHV in Q3 2021 and has held it in 6 quarters since. The position peaked at $360K in Q3 2021. 117 funds tracked by Wall St. Rank hold SCHV as of Q3 2026.

Hamilton Capital held 6,885 shares of Schwab US Large-Cap Value ETF worth $229K as of Q3 2026.
Hamilton Capital left its Schwab US Large-Cap Value ETF share count unchanged in Q3 2026.
Schwab US Large-Cap Value ETF made up 0.01% of Hamilton Capital's portfolio in Q3 2026, its #138 holding.
Hamilton Capital first reported a position in Schwab US Large-Cap Value ETF in Q3 2021 and has held it in 6 quarters since.
Hamilton Capital's Schwab US Large-Cap Value ETF position peaked at $360K in Q3 2021.
117 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2026.

Based on Hamilton Capital's 13F filing for Q3 2026, filed 8 Oct 2026.