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

Lowe Brockenbrough & 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	$136K	Hold	3,921	–	–	0.01%	289
2026 Q1	$120K	Hold	3,921	–	–	0.01%	283
2025 Q4	$116K	Sell	3,921 -270	-6%	-$7.89K	0.01%	286
2025 Q3	$122K	Hold	4,191	–	–	0.01%	293
2025 Q2	$116K	Buy	+4,191	New	+$110K	0.01%	280
2023 Q1	–	Sell	-9,255	Closed	-$204K	–	267
2022 Q4	$204K	Buy	+9,255	New	+$200K	0.02%	259
2021 Q3	–	Sell	-9,675	Closed	-$220K	–	274
2021 Q2	$220K	Sell	9,675 -510	-5%	-$11.6K	0.02%	216
2021 Q1	$222K	Buy	+10,185	New	+$212K	0.02%	212
2020 Q1	–	Sell	-10,410	Closed	-$209K	–	215
2019 Q4	$209K	Buy	+10,410	New	+$202K	0.03%	209
2019 Q3	–	Sell	-30,210	Closed	-$565K	–	219
2019 Q2	$565K	Hold	30,210	–	–	0.08%	169
2019 Q1	$551K	Buy	30,210 +900	+3%	+$16K	0.08%	165
2018 Q4	$482K	Buy	+29,310	New	+$519K	0.08%	162

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

Lowe Brockenbrough & Co's SCHV Position: Q2 2026 in Review

Lowe Brockenbrough & Co held its Schwab US Large-Cap Value ETF (SCHV) position steady in Q2 2026 at 3,921 shares worth $136K. The position accounts for 0.01% of the portfolio, ranked #289.

Lowe Brockenbrough & Co first reported a position in SCHV in Q4 2018 and has held it in 12 quarters since. The position peaked at $565K in Q2 2019. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

Lowe Brockenbrough & Co held 3,921 shares of Schwab US Large-Cap Value ETF worth $136K as of Q2 2026.
Lowe Brockenbrough & Co left its Schwab US Large-Cap Value ETF share count unchanged in Q2 2026.
Schwab US Large-Cap Value ETF made up 0.01% of Lowe Brockenbrough & Co's portfolio in Q2 2026, its #289 holding.
Lowe Brockenbrough & Co first reported a position in Schwab US Large-Cap Value ETF in Q4 2018 and has held it in 12 quarters since.
Lowe Brockenbrough & Co's Schwab US Large-Cap Value ETF position peaked at $565K in Q2 2019.
991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Lowe Brockenbrough & Co's 13F filing for Q2 2026, filed 3 Aug 2026.