KCM Investment Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

KCM Investment Advisors’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	$262K	Sell	7,540 -1,388	-16%	-$45.7K	0.01%	367
2026 Q1	$272K	Buy	8,928 +1,326	+17%	+$41.3K	0.01%	355
2025 Q4	$225K	Hold	7,602	–	–	0.01%	372
2025 Q3	$221K	Sell	7,602 -1,000	-12%	-$28.4K	0.01%	366
2025 Q2	$238K	Buy	+8,602	New	+$226K	0.01%	350
2023 Q1	–	Sell	-11,313	Closed	-$249K	–	414
2022 Q4	$249K	Buy	11,313 +21	+0.2%	+$455	0.01%	361
2022 Q3	$220K	Buy	11,292 +24	+0.2%	+$517	0.01%	356
2022 Q2	$234K	Buy	11,268 +18	+0.2%	+$404	0.01%	361
2022 Q1	$268K	Buy	11,250 +15	+0.1%	+$355	0.01%	362
2021 Q4	$274K	Buy	+11,235	New	+$266K	0.01%	357
2021 Q3	–	Sell	-8,796	Closed	-$200K	–	399
2021 Q2	$200K	Buy	+8,796	New	+$200K	0.01%	380
2021 Q1	–	Sell	-11,166	Closed	-$222K	–	380
2020 Q4	$222K	Buy	+11,166	New	+$209K	0.01%	333
2020 Q1	–	Sell	-12,570	Closed	-$252K	–	337
2019 Q4	$252K	Buy	+12,570	New	+$244K	0.01%	310

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

KCM Investment Advisors's SCHV Position: Q2 2026 in Review

KCM Investment Advisors reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 16% in Q2 2026, selling an estimated $45.7K and leaving 7,540 shares worth $262K. The position accounts for 0.01% of the portfolio, ranked #367.

KCM Investment Advisors first reported a position in SCHV in Q4 2019 and has held it in 13 quarters since. The position peaked at $274K in Q4 2021. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

KCM Investment Advisors held 7,540 shares of Schwab US Large-Cap Value ETF worth $262K as of Q2 2026.
KCM Investment Advisors sold 1,388 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $45.7K.
Schwab US Large-Cap Value ETF made up 0.01% of KCM Investment Advisors's portfolio in Q2 2026, its #367 holding.
KCM Investment Advisors first reported a position in Schwab US Large-Cap Value ETF in Q4 2019 and has held it in 13 quarters since.
KCM Investment Advisors's Schwab US Large-Cap Value ETF position peaked at $274K in Q4 2021.
991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on KCM Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.