HIF
SCHV

Hill Island Financial’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Hill Island Financial’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 		$247K Sell
8,096
-905
-10% -$28.2K 0.06% 72
2025
Q4 		$267K Hold
9,001
– – 0.06% 68
2025
Q3 		$262K Hold
9,001
– – 0.07% 68
2025
Q2 		$249K Sell
9,001
-800
-8% -$21K 0.07% 67
2025
Q1 		$261K Sell
9,801
-69,888
-88% -$1.88M 0.08% 50
2024
Q4 		$2.08M Sell
79,689
-1,014
-1% -$27.4K 0.61% 25
2024
Q3 		$2.16M Sell
80,703
-17,880
-18% -$459K 0.65% 19
2024
Q2 		$2.43M Sell
98,583
-3,867
-4% -$95.6K 0.8% 18
2024
Q1 		$2.59M Sell
102,450
-3,336
-3% -$80K 0.86% 17
2023
Q4 		$2.47M Sell
105,786
-28,365
-21% -$620K 0.84% 17
2023
Q3 		$2.88M Buy
134,151
+42
+0% +$943 1.15% 14
2023
Q2 		$3M Sell
134,109
-16,431
-11% -$359K 1.14% 14
2023
Q1 		$3.28M Buy
150,540
+45,540
+43% +$1.01M 1.33% 14
2022
Q4 		$2.31M Sell
105,000
-37,857
-26% -$820K 1% 18
2022
Q3 		$2.79M Buy
142,857
+735
+0.5% +$15.8K 1.3% 14
2022
Q2 		$2.96M Buy
142,122
+822
+0.6% +$18.4K 1.31% 14
2022
Q1 		$3.36M Sell
141,300
-951
-0.7% -$22.5K 1.24% 14
2021
Q4 		$3.47M Buy
+142,251
New +$3.37M 1.24% 15

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 $11.5B AUM 18.82% 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 $4.02B AUM 20% 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

Hill Island Financial's SCHV Position: Q1 2026 in Review

Hill Island Financial reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 10% in Q1 2026, selling an estimated $28.2K and leaving 8,096 shares worth $247K. The position accounts for 0.06% of the portfolio, ranked #72.

Hill Island Financial first reported a position in SCHV in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.47M in Q4 2021. 964 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

  • Hill Island Financial held 8,096 shares of Schwab US Large-Cap Value ETF worth $247K as of Q1 2026.
  • Hill Island Financial sold 905 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $28.2K.
  • Schwab US Large-Cap Value ETF made up 0.06% of Hill Island Financial's portfolio in Q1 2026, its #72 holding.
  • Hill Island Financial first reported a position in Schwab US Large-Cap Value ETF in Q4 2021 and has held it in 18 quarters since.
  • Hill Island Financial's Schwab US Large-Cap Value ETF position peaked at $3.47M in Q4 2021.
  • 964 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

Based on Hill Island Financial's 13F filing for Q1 2026, filed 13 May 2026.