HCM
SCHV

Hollencrest Capital Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Hollencrest Capital Management’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 		$34.7K Hold
996
– – ﹤0.01% 638
2026
Q1 		$30.4K Hold
996
– – ﹤0.01% 648
2025
Q4 		$29.5K Hold
996
– – ﹤0.01% 652
2025
Q3 		$29K Hold
996
– – ﹤0.01% 648
2025
Q2 		$27.6K Hold
996
– – ﹤0.01% 621
2025
Q1 		$26.5K Hold
996
– – ﹤0.01% 617
2024
Q4 		$26K Hold
996
– – ﹤0.01% 640
2024
Q3 		$26.7K Hold
996
– – ﹤0.01% 615
2024
Q2 		$24.6K Hold
996
– – ﹤0.01% 628
2024
Q1 		$25.2K Hold
996
– – ﹤0.01% 596
2023
Q4 		$23.3K Hold
996
– – ﹤0.01% 612
2023
Q3 		$21.4K Hold
996
– – ﹤0.01% 617
2023
Q2 		$22.3K Hold
996
– – ﹤0.01% 642
2023
Q1 		$21.8K Hold
996
– – ﹤0.01% 628
2022
Q4 		$21.9K Buy
+996
New +$21.6K ﹤0.01% 590

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

Hollencrest Capital Management's SCHV Position: Q2 2026 in Review

Hollencrest Capital Management held its Schwab US Large-Cap Value ETF (SCHV) position steady in Q2 2026 at 996 shares worth $34.7K. The position accounts for ﹤0.01% of the portfolio, ranked #638.

Hollencrest Capital Management first reported a position in SCHV in Q4 2022 and has held it in 15 quarters since. 988 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Hollencrest Capital Management held 996 shares of Schwab US Large-Cap Value ETF worth $34.7K as of Q2 2026.
  • Hollencrest Capital Management left its Schwab US Large-Cap Value ETF share count unchanged in Q2 2026.
  • Schwab US Large-Cap Value ETF made up ﹤0.01% of Hollencrest Capital Management's portfolio in Q2 2026, its #638 holding.
  • Hollencrest Capital Management first reported a position in Schwab US Large-Cap Value ETF in Q4 2022 and has held it in 15 quarters since.
  • 988 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Hollencrest Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.