HI
SCHV

Hoey Investments’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Hoey Investments’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 		$1.25M Sell
35,920
-1,527
-4% -$50.3K 0.16% 41
2026
Q1 		$1.14M Sell
37,447
-504
-1% -$15.7K 0.16% 35
2025
Q4 		$1.12M Sell
37,951
-30
-0.1% -$877 0.15% 35
2025
Q3 		$1.11M Buy
37,981
+4,610
+14% +$131K 0.15% 35
2025
Q2 		$923K Buy
33,371
+204
+0.6% +$5.36K 0.14% 34
2025
Q1 		$882K Sell
33,167
-1,279
-4% -$34.3K 0.17% 28
2024
Q4 		$898K Sell
34,446
-2,277
-6% -$61.5K 0.15% 32
2024
Q3 		$907K Hold
36,723
– – 0.17% 36
2024
Q2 		$907K Buy
36,723
+4,566
+14% +$113K 0.17% 36
2024
Q1 		$814K Sell
32,157
-273
-0.8% -$6.54K 0.18% 39
2023
Q4 		$758K Sell
32,430
-6,222
-16% -$136K 0.21% 46
2023
Q3 		$830K Sell
38,652
-225
-0.6% -$5.05K 0.28% 51
2023
Q2 		$869K Buy
38,877
+2,700
+7% +$59K 0.28% 53
2023
Q1 		$791K Sell
36,177
-573
-2% -$12.7K 0.31% 52
2022
Q4 		$809K Sell
36,750
-72
-0.2% -$1.56K 0.35% 49
2022
Q3 		$718K Sell
36,822
-7,893
-18% -$170K 0.28% 56
2022
Q2 		$930K Buy
44,715
+483
+1% +$10.8K 0.4% 29
2022
Q1 		$1.05M Buy
+44,232
New +$1.05M 0.29% 34

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

Hoey Investments's SCHV Position: Q2 2026 in Review

Hoey Investments reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 4.1% in Q2 2026, selling an estimated $50.3K and leaving 35,920 shares worth $1.25M. The position accounts for 0.16% of the portfolio, ranked #41.

Hoey Investments first reported a position in SCHV in Q1 2022 and has held it in 18 quarters since. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Hoey Investments held 35,920 shares of Schwab US Large-Cap Value ETF worth $1.25M as of Q2 2026.
  • Hoey Investments sold 1,527 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $50.3K.
  • Schwab US Large-Cap Value ETF made up 0.16% of Hoey Investments's portfolio in Q2 2026, its #41 holding.
  • Hoey Investments first reported a position in Schwab US Large-Cap Value ETF in Q1 2022 and has held it in 18 quarters since.
  • 991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Hoey Investments's 13F filing for Q2 2026, filed 27 Jul 2026.