LC
SCHV

Landaas & Company’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Landaas & Company’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 		$265K Hold
7,600
– – 0.05% 126
2026
Q1 		$232K Hold
7,600
– – 0.05% 118
2025
Q4 		$225K Hold
7,600
– – 0.05% 110
2025
Q3 		$221K Hold
7,600
– – 0.05% 111
2025
Q2 		$210K Buy
+7,600
New +$200K 0.05% 110
2024
Q3 		– Sell
-10,860
Closed -$268K – 92
2024
Q2 		$268K Hold
10,860
– – 0.08% 63
2024
Q1 		$275K Hold
10,860
– – 0.09% 66
2023
Q4 		$254K Hold
10,860
– – 0.09% 62
2023
Q3 		$233K Hold
10,860
– – 0.1% 62
2023
Q2 		$243K Hold
10,860
– – 0.11% 62
2023
Q1 		$237K Hold
10,860
– – 0.12% 63
2022
Q4 		$239K Hold
10,860
– – 0.13% 54
2022
Q3 		$212K Hold
10,860
– – 0.13% 56
2022
Q2 		$226K Hold
10,860
– – 0.14% 55
2022
Q1 		$265K Hold
10,860
– – 0.14% 61
2021
Q4 		$265K Hold
10,860
– – 0.14% 61
2021
Q3 		$244K Hold
10,860
– – 0.14% 61
2021
Q2 		$247K Hold
10,860
– – 0.14% 62
2021
Q1 		$236K Hold
10,860
– – 0.14% 63
2020
Q4 		$215K Buy
+10,860
New +$203K 0.15% 59
2020
Q1 		– Sell
-10,860
Closed -$218K – 60
2019
Q4 		$218K Buy
+10,860
New +$210K 0.15% 58

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Envestnet Asset Management
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
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Osaic Holdings
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
SC
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

Landaas & Company's SCHV Position: Q2 2026 in Review

Landaas & Company held its Schwab US Large-Cap Value ETF (SCHV) position steady in Q2 2026 at 7,600 shares worth $265K. The position accounts for 0.05% of the portfolio, ranked #126.

Landaas & Company first reported a position in SCHV in Q4 2019 and has held it in 21 quarters since. The position peaked at $275K in Q1 2024. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Landaas & Company held 7,600 shares of Schwab US Large-Cap Value ETF worth $265K as of Q2 2026.
  • Landaas & Company left its Schwab US Large-Cap Value ETF share count unchanged in Q2 2026.
  • Schwab US Large-Cap Value ETF made up 0.05% of Landaas & Company's portfolio in Q2 2026, its #126 holding.
  • Landaas & Company first reported a position in Schwab US Large-Cap Value ETF in Q4 2019 and has held it in 21 quarters since.
  • Landaas & Company's Schwab US Large-Cap Value ETF position peaked at $275K in Q1 2024.
  • 991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Landaas & Company's 13F filing for Q2 2026, filed 21 Jul 2026.