MSG
SCHV

Main Street Group’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Main Street Group’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 		$12.6K Sell
362
-137
-27% -$4.51K ﹤0.01% 514
2026
Q1 		$15.2K Buy
+499
New +$15.5K ﹤0.01% 479
2025
Q4 		– Sell
-689
Closed -$20.1K – 502
2025
Q3 		$20.1K Hold
689
– – 0.01% 407
2025
Q2 		$19.1K Sell
689
-206
-23% -$5.41K 0.01% 408
2025
Q1 		$23.8K Hold
895
– – 0.01% 379
2024
Q4 		$23.3K Buy
895
+1
+0.1% +$27 0.01% 376
2024
Q3 		$23.9K Hold
894
– – 0.01% 375
2024
Q2 		$21.9K Sell
894
-99
-10% -$2.45K 0.01% 397
2024
Q1 		$25K Buy
993
+81
+9% +$1.94K 0.01% 391
2023
Q4 		$21.3K Buy
+912
New +$19.9K 0.01% 622

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

Main Street Group's SCHV Position: Q2 2026 in Review

Main Street Group reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 27% in Q2 2026, selling an estimated $4.51K and leaving 362 shares worth $12.6K. The position accounts for ﹤0.01% of the portfolio, ranked #514.

Main Street Group first reported a position in SCHV in Q4 2023 and has held it in 10 quarters since. The position peaked at $25K in Q1 2024. 987 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Main Street Group held 362 shares of Schwab US Large-Cap Value ETF worth $12.6K as of Q2 2026.
  • Main Street Group sold 137 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $4.51K.
  • Schwab US Large-Cap Value ETF made up ﹤0.01% of Main Street Group's portfolio in Q2 2026, its #514 holding.
  • Main Street Group first reported a position in Schwab US Large-Cap Value ETF in Q4 2023 and has held it in 10 quarters since.
  • Main Street Group's Schwab US Large-Cap Value ETF position peaked at $25K in Q1 2024.
  • 987 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Main Street Group's 13F filing for Q2 2026, filed 13 Jul 2026.