KEB Asset Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

KEB Asset 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	$1.72M	Buy	49,466 +224	+0.5%	+$7.38K	0.28%	30
2026 Q1	$1.5M	Buy	49,242 +229	+0.5%	+$7.13K	0.29%	33
2025 Q4	$1.45M	Buy	49,013 +271	+0.6%	+$7.92K	0.29%	34
2025 Q3	$1.42M	Buy	48,742 +247	+0.5%	+$7.02K	0.32%	31
2025 Q2	$1.34M	Buy	48,495 +254	+0.5%	+$6.68K	0.33%	30
2025 Q1	$1.28M	Buy	48,241 +258	+0.5%	+$6.92K	0.36%	28
2024 Q4	$1.25M	Buy	47,983 +292	+0.6%	+$7.88K	0.36%	26
2024 Q3	$1.28M	Buy	47,691 +537	+1%	+$13.8K	0.38%	26
2024 Q2	$1.16M	Hold	47,154	–	–	0.39%	26
2024 Q1	$1.19M	Buy	47,154 +246	+0.5%	+$5.9K	0.41%	25
2023 Q4	$1.1M	Buy	46,908 +333	+0.7%	+$7.28K	0.4%	26
2023 Q3	$1M	Hold	46,575	–	–	0.41%	24
2023 Q2	$1.04M	Buy	46,575 +1,209	+3%	+$26.4K	0.43%	24
2023 Q1	$992K	Hold	45,366	–	–	0.43%	23
2022 Q4	$998K	Hold	45,366	–	–	0.53%	23
2022 Q3	$885K	Buy	+45,366	New	+$977K	0.56%	20

Other funds holding SCHV

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

CFG

Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return

FMP

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

HWM

HRC Wealth Management Moscow, Idaho $244M AUM 21.86% 1-Year Est. Return

Veery Capital Wilmington, Delaware $372M AUM 21.43% 1-Year Est. Return

GIA

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

KEB Asset Management's SCHV Position: Q2 2026 in Review

KEB Asset Management increased its Schwab US Large-Cap Value ETF (SCHV) stake by 0.45% in Q2 2026, buying an estimated $7.38K and bringing the position to 49,466 shares worth $1.72M. The position accounts for 0.28% of the portfolio, ranked #30.

KEB Asset Management first reported a position in SCHV in Q3 2022 and has held it in 16 quarters since. 217 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

KEB Asset Management held 49,466 shares of Schwab US Large-Cap Value ETF worth $1.72M as of Q2 2026.
KEB Asset Management bought 224 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $7.38K.
Schwab US Large-Cap Value ETF made up 0.28% of KEB Asset Management's portfolio in Q2 2026, its #30 holding.
KEB Asset Management first reported a position in Schwab US Large-Cap Value ETF in Q3 2022 and has held it in 16 quarters since.
217 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on KEB Asset Management's 13F filing for Q2 2026, filed 14 Jul 2026.