Klingman & Associates
SCHV icon

Klingman & Associates’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Klingman & Associates’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
Q3 		$301K Hold
9,045
– – 0.01% 323
2026
Q2 		$315K Sell
9,045
-742
-8% -$24.4K 0.01% 260
2026
Q1 		$299K Sell
9,787
-969
-9% -$30.2K 0.01% 260
2025
Q4 		$318K Sell
10,756
-343
-3% -$10K 0.02% 246
2025
Q3 		$323K Sell
11,099
-343
-3% -$9.7K 0.02% 242
2025
Q2 		$317K Hold
11,442
– – 0.02% 236
2025
Q1 		$304K Hold
11,442
– – 0.02% 221
2024
Q4 		$298K Sell
11,442
-6,003
-34% -$162K 0.02% 209
2024
Q3 		$467K Hold
17,445
– – 0.03% 162
2024
Q2 		$431K Sell
17,445
-1,407
-7% -$34.8K 0.03% 153
2024
Q1 		$477K Sell
18,852
-2,007
-10% -$48.1K 0.03% 140
2023
Q4 		$487K Hold
20,859
– – 0.04% 135
2023
Q3 		$448K Buy
20,859
+402
+2% +$9.03K 0.04% 140
2023
Q2 		$457K Hold
20,457
– – 0.04% 135
2023
Q1 		$447K Buy
20,457
+474
+2% +$10.5K 0.04% 127
2022
Q4 		$440K Sell
19,983
-360
-2% -$7.79K 0.04% 126
2022
Q3 		$397K Buy
20,343
+120
+0.6% +$2.58K 0.04% 124
2022
Q2 		$421K Hold
20,223
– – 0.04% 122
2022
Q1 		$481K Sell
20,223
-690
-3% -$16.3K 0.04% 121
2021
Q4 		$510K Hold
20,913
– – 0.04% 102
2021
Q3 		$470K Buy
20,913
+4,254
+26% +$98.4K 0.04% 102
2021
Q2 		$380K Sell
16,659
-1,455
-8% -$33K 0.04% 116
2021
Q1 		$394K Buy
18,114
+1,767
+11% +$36.8K 0.04% 108
2020
Q4 		$324K Hold
16,347
– – 0.04% 112
2020
Q3 		$284K Buy
16,347
+3,675
+29% +$64.3K 0.04% 113
2020
Q2 		$212K Buy
+12,672
New +$207K 0.03% 119

Other funds holding SCHV

SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Avantax Planning Partners
Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Gemmer Asset Management
Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return
Mokosak Advisory Group
Mokosak Advisory Group Urbandale, Iowa $454M AUM 14.41% 1-Year Est. Return

Klingman & Associates's SCHV Position: Q3 2026 in Review

Klingman & Associates held its Schwab US Large-Cap Value ETF (SCHV) position steady in Q3 2026 at 9,045 shares worth $301K. The position accounts for 0.01% of the portfolio, ranked #323.

Klingman & Associates first reported a position in SCHV in Q2 2020 and has held it in 26 quarters since. The position peaked at $510K in Q4 2021. 734 funds tracked by Wall St. Rank hold SCHV as of Q3 2026.

  • Klingman & Associates held 9,045 shares of Schwab US Large-Cap Value ETF worth $301K as of Q3 2026.
  • Klingman & Associates left its Schwab US Large-Cap Value ETF share count unchanged in Q3 2026.
  • Schwab US Large-Cap Value ETF made up 0.01% of Klingman & Associates's portfolio in Q3 2026, its #323 holding.
  • Klingman & Associates first reported a position in Schwab US Large-Cap Value ETF in Q2 2020 and has held it in 26 quarters since.
  • Klingman & Associates's Schwab US Large-Cap Value ETF position peaked at $510K in Q4 2021.
  • 734 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2026.

Based on Klingman & Associates's 13F filing for Q3 2026, filed 20 Oct 2026.