LFP
SCHV

Leeward Financial Partners’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Leeward Financial Partners’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 		$6.32M Buy
181,501
+3,856
+2% +$127K 1.66% 18
2026
Q1 		$5.42M Sell
177,645
-11
-0% -$343 1.61% 20
2025
Q4 		$5.26M Sell
177,656
-1,394
-0.8% -$40.7K 1.48% 22
2025
Q3 		$5.21M Buy
179,050
+6,509
+4% +$185K 1.48% 22
2025
Q2 		$4.77M Buy
172,541
+2,328
+1% +$61.2K 1.51% 23
2025
Q1 		$4.52M Buy
170,213
+604
+0.4% +$16.2K 1.69% 22
2024
Q4 		$4.42M Buy
169,609
+3,232
+2% +$87.3K 1.58% 23
2024
Q3 		$4.46M Buy
166,377
+2,814
+2% +$72.3K 1.68% 20
2024
Q2 		$4.04M Sell
163,563
-26,826
-14% -$663K 1.64% 19
2024
Q1 		$4.82M Buy
190,389
+30,276
+19% +$726K 2.04% 14
2023
Q4 		$3.74M Buy
160,113
+22,656
+16% +$495K 1.81% 18
2023
Q3 		$2.95M Buy
137,457
+3,180
+2% +$71.4K 1.63% 21
2023
Q2 		$3M Sell
134,277
-104,211
-44% -$2.28M 1.73% 14
2023
Q1 		$5.21M Buy
238,488
+9,624
+4% +$214K 3.19% 9
2022
Q4 		$5.04M Sell
228,864
-8,160
-3% -$177K 3.48% 8
2022
Q3 		$4.62M Buy
237,024
+2,289
+1% +$49.3K 3.31% 8
2022
Q2 		$4.88M Buy
234,735
+67,239
+40% +$1.51M 3.35% 7
2022
Q1 		$3.99M Buy
167,496
+13,377
+9% +$317K 2.46% 16
2021
Q4 		$3.76M Buy
+154,119
New +$3.65M 2.35% 14

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

Leeward Financial Partners's SCHV Position: Q2 2026 in Review

Leeward Financial Partners increased its Schwab US Large-Cap Value ETF (SCHV) stake by 2.2% in Q2 2026, buying an estimated $127K and bringing the position to 181,501 shares worth $6.32M. The position accounts for 1.66% of the portfolio, ranked #18.

Leeward Financial Partners first reported a position in SCHV in Q4 2021 and has held it in 19 quarters since. 987 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Leeward Financial Partners held 181,501 shares of Schwab US Large-Cap Value ETF worth $6.32M as of Q2 2026.
  • Leeward Financial Partners bought 3,856 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $127K.
  • Schwab US Large-Cap Value ETF made up 1.66% of Leeward Financial Partners's portfolio in Q2 2026, its #18 holding.
  • Leeward Financial Partners first reported a position in Schwab US Large-Cap Value ETF in Q4 2021 and has held it in 19 quarters since.
  • 987 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Leeward Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.