IAIM
SCHV

International Assets Investment Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

International Assets Investment 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 		$627K Buy
18,227
+3
+0% +$99 0.04% 398
2026
Q1 		$558K Buy
18,224
+3,611
+25% +$113K 0.04% 416
2025
Q4 		$433K Buy
14,613
+1,037
+8% +$30.3K 0.03% 499
2025
Q3 		$379K Hold
13,576
– – 0.03% 531
2025
Q2 		$376K Buy
13,576
+3
+0% +$79 0.03% 538
2025
Q1 		$361K Buy
13,573
+2
+0% +$54 0.03% 511
2024
Q4 		$353K Buy
+13,571
New +$366K 0.03% 517
2024
Q3 		– Sell
-13,566
Closed -$335K – 2504
2024
Q2 		$335K Sell
13,566
-2,289
-14% -$56.6K 0.03% 501
2024
Q1 		$399K Sell
15,855
-1,038
-6% -$24.9K 0.04% 431
2023
Q4 		$395K Buy
+16,893
New +$369K 0.05% 405
2023
Q3 		– Sell
-32,142
Closed -$761K – 709
2023
Q2 		$761K Buy
+32,142
New +$702K 0.1% 197
2023
Q1 		– Sell
-33,537
Closed -$679K – 1345
2022
Q4 		$679K Sell
33,537
-39
-0.1% -$844 0.07% 275
2022
Q3 		$640K Sell
33,576
-1,347
-4% -$29K 0.14% 158
2022
Q2 		$701K Buy
34,923
+84
+0.2% +$1.89K 0.06% 154
2022
Q1 		$849K Buy
34,839
+18,864
+118% +$447K 0.15% 145
2021
Q4 		$390K Sell
15,975
-8,046
-33% -$191K 0.07% 295
2021
Q3 		$777K Sell
24,021
-4,218
-15% -$97.6K 0.14% 175
2021
Q2 		$912K Sell
28,239
-49,281
-64% -$1.12M 0.17% 141
2021
Q1 		$2.22M Buy
77,520
+38,121
+97% +$794K 0.2% 105
2020
Q4 		$1.1M Buy
39,399
+900
+2% +$16.8K 0.2% 101
2020
Q3 		$959K Buy
+38,499
New +$673K 0.24% 95
2020
Q2 		– Sell
-30,558
Closed -$583K – 433
2020
Q1 		$583K Buy
+30,558
New +$560K 0.18% 118

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

International Assets Investment Management's SCHV Position: Q2 2026 in Review

International Assets Investment Management increased its Schwab US Large-Cap Value ETF (SCHV) stake by 0.02% in Q2 2026, buying an estimated $99 and bringing the position to 18,227 shares worth $627K. The position accounts for 0.04% of the portfolio, ranked #398.

International Assets Investment Management first reported a position in SCHV in Q1 2020 and has held it in 22 quarters since. The position peaked at $2.22M in Q1 2021. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • International Assets Investment Management held 18,227 shares of Schwab US Large-Cap Value ETF worth $627K as of Q2 2026.
  • International Assets Investment Management bought 3 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $99.
  • Schwab US Large-Cap Value ETF made up 0.04% of International Assets Investment Management's portfolio in Q2 2026, its #398 holding.
  • International Assets Investment Management first reported a position in Schwab US Large-Cap Value ETF in Q1 2020 and has held it in 22 quarters since.
  • International Assets Investment Management's Schwab US Large-Cap Value ETF position peaked at $2.22M in Q1 2021.
  • 991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.