HBW
SCHV

Hazlett, Burt & Watson’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Hazlett, Burt & Watson’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 		$980K Sell
28,126
-786
-3% -$25.9K 0.26% 99
2026
Q1 		$883K Sell
28,912
-604
-2% -$18.8K 0.28% 88
2025
Q4 		$873K Buy
29,516
+215
+0.7% +$6.28K 0.28% 82
2025
Q3 		$853K Buy
29,301
+19,963
+214% +$567K 0.3% 76
2025
Q2 		$258K Hold
9,338
– – 0.11% 172
2025
Q1 		$248K Hold
9,338
– – 0.11% 164
2024
Q4 		$243K Buy
9,338
+3,680
+65% +$99.3K 0.11% 177
2024
Q3 		$152K Hold
5,658
– – 0.07% 231
2024
Q2 		$140K Hold
5,658
– – 0.07% 224
2024
Q1 		$143K Buy
5,658
+2,463
+77% +$59.1K 0.09% 204
2023
Q4 		$75K Hold
3,195
– – 0.05% 263
2023
Q3 		$69K Hold
3,195
– – 0.05% 261
2023
Q2 		$71K Buy
3,195
+18
+0.6% +$393 0.05% 254
2023
Q1 		$69K Buy
+3,177
New +$70.6K 0.06% 241

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

Hazlett, Burt & Watson's SCHV Position: Q2 2026 in Review

Hazlett, Burt & Watson reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 2.7% in Q2 2026, selling an estimated $25.9K and leaving 28,126 shares worth $980K. The position accounts for 0.26% of the portfolio, ranked #99.

Hazlett, Burt & Watson first reported a position in SCHV in Q1 2023 and has held it in 14 quarters since. 993 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Hazlett, Burt & Watson held 28,126 shares of Schwab US Large-Cap Value ETF worth $980K as of Q2 2026.
  • Hazlett, Burt & Watson sold 786 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $25.9K.
  • Schwab US Large-Cap Value ETF made up 0.26% of Hazlett, Burt & Watson's portfolio in Q2 2026, its #99 holding.
  • Hazlett, Burt & Watson first reported a position in Schwab US Large-Cap Value ETF in Q1 2023 and has held it in 14 quarters since.
  • 993 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q2 2026, filed 30 Jul 2026.