KA
SCHV

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

KLCM 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
Q1 		$657K Buy
21,543
+5,080
+31% +$158K 0.06% 145
2025
Q4 		$487K Buy
+16,463
New +$481K 0.04% 158

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 $11.5B AUM 18.82% 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 $4.02B AUM 20% 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

KLCM Advisors's SCHV Position: Q1 2026 in Review

KLCM Advisors increased its Schwab US Large-Cap Value ETF (SCHV) stake by 31% in Q1 2026, buying an estimated $158K and bringing the position to 21,543 shares worth $657K. The position accounts for 0.06% of the portfolio, ranked #145.

KLCM Advisors first reported a position in SCHV in Q4 2025 and has held it in 2 quarters since. 964 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

  • KLCM Advisors held 21,543 shares of Schwab US Large-Cap Value ETF worth $657K as of Q1 2026.
  • KLCM Advisors bought 5,080 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $158K.
  • Schwab US Large-Cap Value ETF made up 0.06% of KLCM Advisors's portfolio in Q1 2026, its #145 holding.
  • KLCM Advisors first reported a position in Schwab US Large-Cap Value ETF in Q4 2025 and has held it in 2 quarters since.
  • 964 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

Based on KLCM Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.