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 Q2	$1.45M	Sell	41,626 -26,318	-39%	-$867K	0.01%	954
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 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

IEQ Capital's SCHV Position: Q2 2026 in Review

IEQ Capital reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 39% in Q2 2026, selling an estimated $867K and leaving 41,626 shares worth $1.45M. The position accounts for 0.01% of the portfolio, ranked #954.

IEQ Capital first reported a position in SCHV in Q2 2023 and has held it in 12 quarters since. The position peaked at $2.24M in Q1 2025. 993 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

IEQ Capital held 41,626 shares of Schwab US Large-Cap Value ETF worth $1.45M as of Q2 2026.
IEQ Capital sold 26,318 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $867K.
Schwab US Large-Cap Value ETF made up 0.01% of IEQ Capital's portfolio in Q2 2026, its #954 holding.
IEQ Capital first reported a position in Schwab US Large-Cap Value ETF in Q2 2023 and has held it in 12 quarters since.
IEQ Capital's Schwab US Large-Cap Value ETF position peaked at $2.24M in Q1 2025.
993 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.