KCM
SCHV

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

Kathmere 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 		$978K Buy
28,086
+23
+0.1% +$758 0.05% 244
2026
Q1 		$856K Buy
28,063
+77
+0.3% +$2.4K 0.05% 242
2025
Q4 		$829K Buy
27,986
+87
+0.3% +$2.54K 0.06% 227
2025
Q3 		$812K Sell
27,899
-5,800
-17% -$165K 0.06% 211
2025
Q2 		$932K Buy
33,699
+4,600
+16% +$121K 0.07% 177
2025
Q1 		$773K Buy
29,099
+1,769
+6% +$47.5K 0.07% 180
2024
Q4 		$713K Buy
27,330
+1,716
+7% +$46.3K 0.06% 173
2024
Q3 		$686K Buy
25,614
+5,073
+25% +$130K 0.06% 163
2024
Q2 		$507K Sell
20,541
-201
-1% -$4.97K 0.05% 174
2024
Q1 		$525K Sell
20,742
-267
-1% -$6.4K 0.06% 158
2023
Q4 		$491K Buy
21,009
+3
+0% +$66 0.06% 145
2023
Q3 		$451K Buy
21,006
+51
+0.2% +$1.15K 0.07% 135
2023
Q2 		$469K Buy
20,955
+57
+0.3% +$1.25K 0.07% 117
2023
Q1 		$457K Buy
20,898
+21
+0.1% +$467 0.07% 117
2022
Q4 		$459K Sell
20,877
-7,530
-27% -$163K 0.08% 104
2022
Q3 		$554K Buy
+28,407
New +$612K 0.11% 81
2021
Q1 		– Sell
-525
Closed -$10K – 354
2020
Q4 		$10K Hold
525
– – ﹤0.01% 321
2020
Q3 		$9K Buy
+525
New +$9.18K ﹤0.01% 311

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

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

Kathmere Capital Management increased its Schwab US Large-Cap Value ETF (SCHV) stake by 0.08% in Q2 2026, buying an estimated $758 and bringing the position to 28,086 shares worth $978K. The position accounts for 0.05% of the portfolio, ranked #244.

Kathmere Capital Management first reported a position in SCHV in Q3 2020 and has held it in 18 quarters since. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Kathmere Capital Management held 28,086 shares of Schwab US Large-Cap Value ETF worth $978K as of Q2 2026.
  • Kathmere Capital Management bought 23 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $758.
  • Schwab US Large-Cap Value ETF made up 0.05% of Kathmere Capital Management's portfolio in Q2 2026, its #244 holding.
  • Kathmere Capital Management first reported a position in Schwab US Large-Cap Value ETF in Q3 2020 and has held it in 18 quarters since.
  • 991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Kathmere Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.