Harel Insurance Investments & Financial Services’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Harel Insurance Investments & Financial Services’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	$453K	Buy	13,000 +2,500	+24%	+$82.4K	﹤0.01%	257
2026 Q1	$320K	Buy	+10,500	New	+$327K	﹤0.01%	252
2025 Q4	–	Sell	-13,000	Closed	-$378K	–	473
2025 Q3	$378K	Hold	13,000	–	–	﹤0.01%	246
2025 Q2	$360K	Buy	13,000 +7,000	+117%	+$184K	﹤0.01%	247
2025 Q1	$159K	Buy	+6,000	New	+$161K	﹤0.01%	286
2024 Q4	–	Sell	-3,450	Closed	-$92K	–	515
2024 Q3	$92K	Buy	+3,450	New	+$88.6K	﹤0.01%	289

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

Harel Insurance Investments & Financial Services's SCHV Position: Q2 2026 in Review

Harel Insurance Investments & Financial Services increased its Schwab US Large-Cap Value ETF (SCHV) stake by 24% in Q2 2026, buying an estimated $82.4K and bringing the position to 13,000 shares worth $453K. The position accounts for ﹤0.01% of the portfolio, ranked #257.

Harel Insurance Investments & Financial Services first reported a position in SCHV in Q3 2024 and has held it in 6 quarters since. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

Harel Insurance Investments & Financial Services held 13,000 shares of Schwab US Large-Cap Value ETF worth $453K as of Q2 2026.
Harel Insurance Investments & Financial Services bought 2,500 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $82.4K.
Schwab US Large-Cap Value ETF made up ﹤0.01% of Harel Insurance Investments & Financial Services's portfolio in Q2 2026, its #257 holding.
Harel Insurance Investments & Financial Services first reported a position in Schwab US Large-Cap Value ETF in Q3 2024 and has held it in 6 quarters since.
991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.