KP
SCHV

Keel Point’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Keel Point’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
Q1 		$1.55M Sell
50,886
-572
-1% -$17.8K 0.1% 121
2025
Q4 		$1.52M Sell
51,458
-3,480
-6% -$102K 0.09% 133
2025
Q3 		$1.6M Buy
54,938
+87
+0.2% +$2.47K 0.1% 132
2025
Q2 		$1.52M Buy
54,851
+1,197
+2% +$31.5K 0.1% 139
2025
Q1 		$1.43M Sell
53,654
-1,235
-2% -$33.1K 0.11% 120
2024
Q4 		$1.43M Sell
54,889
-707
-1% -$19.1K 0.11% 119
2024
Q3 		$1.49M Buy
55,596
+279
+0.5% +$7.17K 0.12% 122
2024
Q2 		$1.39M Sell
55,317
-7,287
-12% -$180K 0.13% 119
2024
Q1 		$1.59M Sell
62,604
-9,300
-13% -$223K 0.16% 96
2023
Q4 		$1.68M Sell
71,904
-14,745
-17% -$322K 0.2% 86
2023
Q3 		$1.86M Sell
86,649
-726
-0.8% -$16.3K 0.26% 73
2023
Q2 		$1.95M Buy
87,375
+17,772
+26% +$388K 0.26% 69
2023
Q1 		$1.52M Buy
69,603
+51
+0.1% +$1.13K 0.22% 86
2022
Q4 		$1.53M Sell
69,552
-65,427
-48% -$1.42M 0.24% 80
2022
Q3 		$2.63M Buy
134,979
+62,778
+87% +$1.35M 0.45% 54
2022
Q2 		$1.62M Buy
+72,201
New +$1.62M 0.25% 71
2021
Q1 		– Sell
-25,587
Closed -$508K – 305
2020
Q4 		$508K Hold
25,587
– – 0.05% 155
2020
Q3 		$445K Buy
+25,587
New +$447K 0.04% 143

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Keel Point's SCHV Position: Q1 2026 in Review

Keel Point reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 1.1% in Q1 2026, selling an estimated $17.8K and leaving 50,886 shares worth $1.55M. The position accounts for 0.1% of the portfolio, ranked #121.

Keel Point first reported a position in SCHV in Q3 2020 and has held it in 18 quarters since. The position peaked at $2.63M in Q3 2022. 962 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

  • Keel Point held 50,886 shares of Schwab US Large-Cap Value ETF worth $1.55M as of Q1 2026.
  • Keel Point sold 572 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $17.8K.
  • Schwab US Large-Cap Value ETF made up 0.1% of Keel Point's portfolio in Q1 2026, its #121 holding.
  • Keel Point first reported a position in Schwab US Large-Cap Value ETF in Q3 2020 and has held it in 18 quarters since.
  • Keel Point's Schwab US Large-Cap Value ETF position peaked at $2.63M in Q3 2022.
  • 962 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

Based on Keel Point's 13F filing for Q1 2026, filed 1 Jun 2026.