HUB Investment Partners’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

HUB Investment Partners’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	$1.01M	Buy	28,959 +1,373	+5%	+$45.2K	0.02%	453
2026 Q1	$841K	Sell	27,586 -5,513	-17%	-$172K	0.02%	400
2025 Q4	$980K	Buy	33,099 +25,242	+321%	+$738K	0.03%	311
2025 Q3	$229K	Buy	7,857 +78	+1%	+$2.22K	0.01%	643
2025 Q2	$215K	Sell	7,779 -75	-1%	-$1.97K	0.01%	604
2025 Q1	$209K	Buy	+7,854	New	+$211K	0.01%	542

Other funds holding SCHV

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

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

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

HUB Investment Partners's SCHV Position: Q2 2026 in Review

HUB Investment Partners increased its Schwab US Large-Cap Value ETF (SCHV) stake by 5% in Q2 2026, buying an estimated $45.2K and bringing the position to 28,959 shares worth $1.01M. The position accounts for 0.02% of the portfolio, ranked #453.

HUB Investment Partners first reported a position in SCHV in Q1 2025 and has held it in 6 quarters since. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

HUB Investment Partners held 28,959 shares of Schwab US Large-Cap Value ETF worth $1.01M as of Q2 2026.
HUB Investment Partners bought 1,373 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $45.2K.
Schwab US Large-Cap Value ETF made up 0.02% of HUB Investment Partners's portfolio in Q2 2026, its #453 holding.
HUB Investment Partners first reported a position in Schwab US Large-Cap Value ETF in Q1 2025 and has held it in 6 quarters since.
991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on HUB Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.