Legacy Bridge’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Legacy Bridge’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 Q1	$193K	Hold	6,341	–	–	0.07%	147
2025 Q4	$188K	Hold	6,341	–	–	0.08%	143
2025 Q3	$185K	Buy	+6,341	New	+$180K	0.08%	144
2024 Q2	–	Sell	-150	Closed	-$3.8K	–	315
2024 Q1	$3.8K	Hold	150	–	–	﹤0.01%	301
2023 Q4	$3.5K	Hold	150	–	–	﹤0.01%	282
2023 Q3	$3.22K	Hold	150	–	–	﹤0.01%	279
2023 Q2	$3.35K	Hold	150	–	–	﹤0.01%	281
2023 Q1	$3.28K	Hold	150	–	–	﹤0.01%	285
2022 Q4	$3.3K	Hold	150	–	–	﹤0.01%	294
2022 Q3	$3K	Hold	150	–	–	﹤0.01%	280
2022 Q2	$3K	Hold	150	–	–	﹤0.01%	285
2022 Q1	$4K	Hold	150	–	–	﹤0.01%	294
2021 Q4	$4K	Hold	150	–	–	﹤0.01%	303
2021 Q3	$3K	Hold	150	–	–	﹤0.01%	295
2021 Q2	$3K	Hold	150	–	–	﹤0.01%	284
2021 Q1	$3K	Hold	150	–	–	﹤0.01%	286
2020 Q4	$3K	Hold	150	–	–	﹤0.01%	286
2020 Q3	$3K	Hold	150	–	–	﹤0.01%	281
2020 Q2	$3K	Hold	150	–	–	﹤0.01%	282
2020 Q1	$2K	Hold	150	–	–	﹤0.01%	279
2019 Q4	$3K	Hold	150	–	–	﹤0.01%	277
2019 Q3	$3K	Hold	150	–	–	﹤0.01%	275
2019 Q2	$3K	Hold	150	–	–	﹤0.01%	296
2019 Q1	$3K	Hold	150	–	–	﹤0.01%	301
2018 Q4	$2K	Buy	+150	New	+$2.65K	﹤0.01%	218

Other funds holding SCHV

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Legacy Bridge's SCHV Position: Q1 2026 in Review

Legacy Bridge held its Schwab US Large-Cap Value ETF (SCHV) position steady in Q1 2026 at 6,341 shares worth $193K. The position accounts for 0.07% of the portfolio, ranked #147.

Legacy Bridge first reported a position in SCHV in Q4 2018 and has held it in 25 quarters since. 962 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

Legacy Bridge held 6,341 shares of Schwab US Large-Cap Value ETF worth $193K as of Q1 2026.
Legacy Bridge left its Schwab US Large-Cap Value ETF share count unchanged in Q1 2026.
Schwab US Large-Cap Value ETF made up 0.07% of Legacy Bridge's portfolio in Q1 2026, its #147 holding.
Legacy Bridge first reported a position in Schwab US Large-Cap Value ETF in Q4 2018 and has held it in 25 quarters since.
962 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

Based on Legacy Bridge's 13F filing for Q1 2026, filed 14 May 2026.