LTL
SCHV

Lowery Thomas LLC’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Lowery Thomas LLC’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 		$6.98M Buy
228,772
+6,883
+3% +$214K 3.99% 7
2025
Q4 		$6.57M Sell
221,889
-1,807
-0.8% -$52.8K 3.71% 8
2025
Q3 		$6.51M Buy
223,696
+6,847
+3% +$195K 3.76% 8
2025
Q2 		$6M Sell
216,849
-2,415
-1% -$63.5K 3.84% 8
2025
Q1 		$5.83M Buy
219,264
+809
+0.4% +$21.7K 3.99% 7
2024
Q4 		$5.7M Buy
218,455
+511
+0.2% +$13.8K 3.71% 7
2024
Q3 		$5.84M Buy
217,944
+6,138
+3% +$158K 3.96% 7
2024
Q2 		$5.23M Buy
211,806
+3,957
+2% +$97.8K 3.82% 10
2024
Q1 		$5.26M Sell
207,849
-11,511
-5% -$276K 4.03% 9
2023
Q4 		$5.13M Sell
219,360
-27,363
-11% -$598K 4.4% 9
2023
Q3 		$5.3M Buy
246,723
+15,522
+7% +$349K 5.07% 6
2023
Q2 		$5.17M Buy
231,201
+7,386
+3% +$161K 5.08% 6
2023
Q1 		$4.89M Sell
223,815
-29,646
-12% -$659K 5.39% 5
2022
Q4 		$5.58M Buy
253,461
+143,127
+130% +$3.1M 6.7% 4
2022
Q3 		$2.15M Buy
110,334
+40,119
+57% +$864K 2.52% 15
2022
Q2 		$1.46M Sell
70,215
-9,618
-12% -$216K 1.4% 23
2022
Q1 		$1.9M Buy
79,833
+26,613
+50% +$630K 1.47% 23
2021
Q4 		$1.3M Buy
+53,220
New +$1.26M 0.9% 31

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
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
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
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Lowery Thomas LLC's SCHV Position: Q1 2026 in Review

Lowery Thomas LLC increased its Schwab US Large-Cap Value ETF (SCHV) stake by 3.1% in Q1 2026, buying an estimated $214K and bringing the position to 228,772 shares worth $6.98M. The position accounts for 3.99% of the portfolio, ranked #7.

Lowery Thomas LLC first reported a position in SCHV in Q4 2021 and has held it in 18 quarters since. 962 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

  • Lowery Thomas LLC held 228,772 shares of Schwab US Large-Cap Value ETF worth $6.98M as of Q1 2026.
  • Lowery Thomas LLC bought 6,883 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $214K.
  • Schwab US Large-Cap Value ETF made up 3.99% of Lowery Thomas LLC's portfolio in Q1 2026, its #7 holding.
  • Lowery Thomas LLC first reported a position in Schwab US Large-Cap Value ETF in Q4 2021 and has held it in 18 quarters since.
  • 962 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

Based on Lowery Thomas LLC's 13F filing for Q1 2026, filed 13 May 2026.