Knuff & Co’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Knuff & Co’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	$825K	Sell	23,700 -15,738	-40%	-$518K	0.21%	58
2026 Q1	$1.2M	Sell	39,438 -1,000	-2%	-$31.2K	0.36%	46
2025 Q4	$1.2M	Hold	40,438	–	–	0.35%	49
2025 Q3	$1.18M	Sell	40,438 -200	-0.5%	-$5.68K	0.34%	50
2025 Q2	$1.12M	Sell	40,638 -984	-2%	-$25.9K	0.35%	51
2025 Q1	$1.11M	Sell	41,622 -201	-0.5%	-$5.39K	0.37%	51
2024 Q4	$1.09M	Hold	41,823	–	–	0.33%	57
2024 Q3	$1.12M	Sell	41,823 -225	-0.5%	-$5.78K	0.34%	54
2024 Q2	$1.04M	Buy	+42,048	New	+$1.04M	0.34%	53

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

Knuff & Co's SCHV Position: Q2 2026 in Review

Knuff & Co reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 40% in Q2 2026, selling an estimated $518K and leaving 23,700 shares worth $825K. The position accounts for 0.21% of the portfolio, ranked #58.

Knuff & Co first reported a position in SCHV in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.2M in Q1 2026. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

Knuff & Co held 23,700 shares of Schwab US Large-Cap Value ETF worth $825K as of Q2 2026.
Knuff & Co sold 15,738 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $518K.
Schwab US Large-Cap Value ETF made up 0.21% of Knuff & Co's portfolio in Q2 2026, its #58 holding.
Knuff & Co first reported a position in Schwab US Large-Cap Value ETF in Q2 2024 and has held it in 9 quarters since.
Knuff & Co's Schwab US Large-Cap Value ETF position peaked at $1.2M in Q1 2026.
991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Knuff & Co's 13F filing for Q2 2026, filed 10 Aug 2026.