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
Q2 		$8.07M Buy
231,838
+3,066
+1% +$101K 3.94% 8
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 $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

Lowery Thomas LLC's SCHV Position: Q2 2026 in Review

Lowery Thomas LLC increased its Schwab US Large-Cap Value ETF (SCHV) stake by 1.3% in Q2 2026, buying an estimated $101K and bringing the position to 231,838 shares worth $8.07M. The position accounts for 3.94% of the portfolio, ranked #8.

Lowery Thomas LLC first reported a position in SCHV in Q4 2021 and has held it in 19 quarters since. 993 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Lowery Thomas LLC held 231,838 shares of Schwab US Large-Cap Value ETF worth $8.07M as of Q2 2026.
  • Lowery Thomas LLC bought 3,066 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $101K.
  • Schwab US Large-Cap Value ETF made up 3.94% of Lowery Thomas LLC's portfolio in Q2 2026, its #8 holding.
  • Lowery Thomas LLC first reported a position in Schwab US Large-Cap Value ETF in Q4 2021 and has held it in 19 quarters since.
  • 993 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Lowery Thomas LLC's 13F filing for Q2 2026, filed 29 Jul 2026.