LAIC
SCHV

Lederer & Associates Investment Counsel’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Lederer & Associates Investment Counsel’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 		$2.1M Sell
60,241
-7,647
-11% -$252K 1.38% 21
2026
Q1 		$2.07M Buy
67,888
+1,186
+2% +$37K 1.47% 24
2025
Q4 		$1.98M Sell
66,702
-46
-0.1% -$1.34K 1.33% 21
2025
Q3 		$1.94M Buy
66,748
+4,634
+7% +$132K 1.26% 22
2025
Q2 		$1.72M Sell
62,114
-346
-0.6% -$9.09K 1.14% 29
2025
Q1 		$1.66M Buy
62,460
+41
+0.1% +$1.1K 1.22% 29
2024
Q4 		$1.63M Buy
62,419
+136
+0.2% +$3.67K 1.14% 28
2024
Q3 		$1.67M Buy
62,283
+2,502
+4% +$64.3K 1.17% 28
2024
Q2 		$1.48M Sell
59,781
-645
-1% -$15.9K 1.07% 32
2024
Q1 		$1.53M Sell
60,426
-60
-0.1% -$1.44K 1.06% 32
2023
Q4 		$1.41M Buy
60,486
+1,398
+2% +$30.6K 1.05% 32
2023
Q3 		$1.27M Buy
59,088
+3,420
+6% +$76.8K 1.01% 37
2023
Q2 		$1.25M Sell
55,668
-2,790
-5% -$60.9K 0.94% 40
2023
Q1 		$1.28M Sell
58,458
-1,494
-2% -$33.2K 0.99% 40
2022
Q4 		$1.32M Sell
59,952
-1,362
-2% -$29.5K 1.08% 35
2022
Q3 		$1.2M Hold
61,314
– – 1.01% 35
2022
Q2 		$1.28M Sell
61,314
-1,992
-3% -$44.7K 0.98% 36
2022
Q1 		$1.51M Buy
63,306
+8,526
+16% +$202K 0.92% 36
2021
Q4 		$1.34M Buy
54,780
+7,011
+15% +$166K 0.78% 50
2021
Q3 		$1.07M Buy
47,769
+3,819
+9% +$88.3K 0.69% 53
2021
Q2 		$1M Sell
43,950
-171
-0.4% -$3.88K 0.67% 52
2021
Q1 		$960K Sell
44,121
-4,482
-9% -$93.4K 0.68% 54
2020
Q4 		$964K Sell
48,603
-753
-2% -$14.1K 0.74% 50
2020
Q3 		$859K Buy
+49,356
New +$863K 0.72% 49

Other funds holding SCHV

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
RRWA
Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
SWRP
Summit Wealth & Retirement Planning San Ramon, California $472M AUM 25.49% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Lederer & Associates Investment Counsel's SCHV Position: Q2 2026 in Review

Lederer & Associates Investment Counsel reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 11% in Q2 2026, selling an estimated $252K and leaving 60,241 shares worth $2.1M. The position accounts for 1.38% of the portfolio, ranked #21.

Lederer & Associates Investment Counsel first reported a position in SCHV in Q3 2020 and has held it in 24 quarters since. 467 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Lederer & Associates Investment Counsel held 60,241 shares of Schwab US Large-Cap Value ETF worth $2.1M as of Q2 2026.
  • Lederer & Associates Investment Counsel sold 7,647 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $252K.
  • Schwab US Large-Cap Value ETF made up 1.38% of Lederer & Associates Investment Counsel's portfolio in Q2 2026, its #21 holding.
  • Lederer & Associates Investment Counsel first reported a position in Schwab US Large-Cap Value ETF in Q3 2020 and has held it in 24 quarters since.
  • 467 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Lederer & Associates Investment Counsel's 13F filing for Q2 2026, filed 10 Jul 2026.