IC
SCHV

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

IEQ Capital’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 		$2.07M Buy
67,944
+571
+0.8% +$17.8K 0.01% 754
2025
Q4 		$1.99M Buy
67,373
+135
+0.2% +$3.95K 0.01% 790
2025
Q3 		$1.96M Buy
67,238
+176
+0.3% +$5K 0.01% 778
2025
Q2 		$1.86M Sell
67,062
-17,390
-21% -$457K 0.01% 664
2025
Q1 		$2.24M Buy
84,452
+41,019
+94% +$1.1M 0.02% 556
2024
Q4 		$1.13M Buy
43,433
+31,073
+251% +$839K 0.01% 633
2024
Q3 		$331K Hold
12,360
– – ﹤0.01% 889
2024
Q2 		$305K Hold
12,360
– – ﹤0.01% 796
2024
Q1 		$313K Hold
12,360
– – ﹤0.01% 763
2023
Q4 		$289K Buy
+12,360
New +$270K ﹤0.01% 739
2023
Q3 		– Sell
-29,475
Closed -$659K – 962
2023
Q2 		$659K Buy
+29,475
New +$644K 0.01% 477

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

IEQ Capital's SCHV Position: Q1 2026 in Review

IEQ Capital increased its Schwab US Large-Cap Value ETF (SCHV) stake by 0.85% in Q1 2026, buying an estimated $17.8K and bringing the position to 67,944 shares worth $2.07M. The position accounts for 0.01% of the portfolio, ranked #754.

IEQ Capital first reported a position in SCHV in Q2 2023 and has held it in 11 quarters since. The position peaked at $2.24M in Q1 2025. 962 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

  • IEQ Capital held 67,944 shares of Schwab US Large-Cap Value ETF worth $2.07M as of Q1 2026.
  • IEQ Capital bought 571 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $17.8K.
  • Schwab US Large-Cap Value ETF made up 0.01% of IEQ Capital's portfolio in Q1 2026, its #754 holding.
  • IEQ Capital first reported a position in Schwab US Large-Cap Value ETF in Q2 2023 and has held it in 11 quarters since.
  • IEQ Capital's Schwab US Large-Cap Value ETF position peaked at $2.24M in Q1 2025.
  • 962 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.