HighTower Advisors
SCHV

HighTower Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

HighTower 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
Q1 		$81.1M Buy
2,657,597
+561
+0% +$17.5K 0.09% 228
2025
Q4 		$78.7M Buy
2,657,036
+41,382
+2% +$1.21M 0.09% 235
2025
Q3 		$76.1M Sell
2,615,654
-13,133
-0.5% -$373K 0.09% 233
2025
Q2 		$72.7M Buy
2,628,787
+400,466
+18% +$10.5M 0.09% 232
2025
Q1 		$59.2M Buy
2,228,321
+11,079
+0.5% +$297K 0.08% 258
2024
Q4 		$57.8M Buy
2,217,242
+6,164
+0.3% +$166K 0.08% 263
2024
Q3 		$59.2M Sell
2,211,078
-48,927
-2% -$1.26M 0.08% 243
2024
Q2 		$55.8M Buy
+2,260,005
New +$55.8M 0.09% 241
2024
Q1 		– Sell
-2,630,346
Closed -$61.5M – 3956
2023
Q4 		$61.5M Buy
2,630,346
+846
+0% +$18.5K 0.1% 212
2023
Q3 		$56.5M Buy
2,629,500
+92,427
+4% +$2.08M 0.11% 203
2023
Q2 		$56.7M Sell
2,537,073
-29,886
-1% -$653K 0.11% 195
2023
Q1 		$56.1M Buy
2,566,959
+422,706
+20% +$9.39M 0.12% 186
2022
Q4 		$47.2M Sell
2,144,253
-19,116
-0.9% -$414K 0.11% 201
2022
Q3 		$42.2M Buy
2,163,369
+705,234
+48% +$15.2M 0.11% 195
2022
Q2 		$30.3M Sell
1,458,135
-84
-0% -$1.89K 0.08% 262
2022
Q1 		$34.7M Buy
1,458,219
+83,205
+6% +$1.97M 0.08% 264
2021
Q4 		$33.6M Buy
1,375,014
+73,647
+6% +$1.74M 0.07% 268
2021
Q3 		$29.3M Buy
1,301,367
+3,096
+0.2% +$71.6K 0.08% 262
2021
Q2 		$29.6M Buy
1,298,271
+67,500
+5% +$1.53M 0.09% 240
2021
Q1 		$26.8M Buy
1,230,771
+57,795
+5% +$1.2M 0.08% 249
2020
Q4 		$23.3M Buy
1,172,976
+864,396
+280% +$16.2M 0.1% 218
2020
Q3 		$5.36M Sell
308,580
-20,607
-6% -$360K 0.03% 530
2020
Q2 		$5.51M Sell
329,187
-23,007
-7% -$376K 0.03% 487
2020
Q1 		$5.2M Sell
352,194
-107,967
-23% -$1.98M 0.03% 439
2019
Q4 		$9.22M Buy
460,161
+11,364
+3% +$220K 0.05% 357
2019
Q3 		$8.48M Buy
448,797
+33,726
+8% +$631K 0.05% 378
2019
Q2 		$7.77M Buy
415,071
+22,383
+6% +$414K 0.05% 408
2019
Q1 		$7.17M Buy
392,688
+24,168
+7% +$429K 0.05% 394
2018
Q4 		$6.05M Buy
368,520
+280,653
+319% +$4.97M 0.05% 401
2018
Q3 		$1.64M Sell
87,867
-4,728
-5% -$87.6K 0.01% 907
2018
Q2 		$1.64M Buy
92,595
+20,427
+28% +$364K 0.01% 922
2018
Q1 		$1.27M Buy
72,168
+10,029
+16% +$184K 0.01% 980
2017
Q4 		$1.13M Buy
62,139
+15,654
+34% +$279K 0.01% 1048
2017
Q3 		$803K Buy
46,485
+20,106
+76% +$340K 0.01% 1209
2017
Q2 		$440K Sell
26,379
-4,746
-15% -$78.9K ﹤0.01% 1439
2017
Q1 		$515K Buy
31,125
+1,659
+6% +$27.3K ﹤0.01% 1310
2016
Q4 		$472K Buy
29,466
+1,152
+4% +$17.9K 0.01% 1281
2016
Q3 		$431K Buy
28,314
+3,357
+13% +$51.2K 0.01% 1305
2016
Q2 		$372K Buy
24,957
+738
+3% +$10.8K ﹤0.01% 1239
2016
Q1 		$349K Buy
24,219
+2,169
+10% +$29.7K ﹤0.01% 1546
2015
Q4 		$311K Buy
+22,050
New +$313K ﹤0.01% 1550
2013
Q3 		– Sell
-52,455
Closed -$633K – 1441
2013
Q2 		$633K Buy
+52,455
New +$638K 0.02% 736

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

HighTower Advisors's SCHV Position: Q1 2026 in Review

HighTower Advisors increased its Schwab US Large-Cap Value ETF (SCHV) stake by 0.02% in Q1 2026, buying an estimated $17.5K and bringing the position to 2,657,597 shares worth $81.1M. The position accounts for 0.09% of the portfolio, ranked #228.

HighTower Advisors first reported a position in SCHV in Q2 2013 and has held it in 42 quarters since. 962 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

  • HighTower Advisors held 2,657,597 shares of Schwab US Large-Cap Value ETF worth $81.1M as of Q1 2026.
  • HighTower Advisors bought 561 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $17.5K.
  • Schwab US Large-Cap Value ETF made up 0.09% of HighTower Advisors's portfolio in Q1 2026, its #228 holding.
  • HighTower Advisors first reported a position in Schwab US Large-Cap Value ETF in Q2 2013 and has held it in 42 quarters since.
  • 962 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.