Marshall Wace
SCHV

Marshall Wace’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Marshall Wace’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 		$4.28M Buy
+123,053
New +$4.05M ﹤0.01% 1455
2021
Q4 		– Sell
-14,559
Closed -$327K – 4246
2021
Q3 		$327K Buy
+14,559
New +$337K ﹤0.01% 2609

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

Marshall Wace's SCHV Position: Q2 2026 in Review

Marshall Wace opened a new position in Schwab US Large-Cap Value ETF (SCHV) in Q2 2026: 123,053 shares worth $4.28M. The stake represents ﹤0.01% of the portfolio and ranks #1455 among its holdings. This is a return to the name: Marshall Wace previously reported a position in SCHV as recently as Q3 2021.

Marshall Wace first reported a position in SCHV in Q3 2021 and has held it in 2 quarters since. 993 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Marshall Wace held 123,053 shares of Schwab US Large-Cap Value ETF worth $4.28M as of Q2 2026.
  • Schwab US Large-Cap Value ETF was a new Marshall Wace position in Q2 2026.
  • Schwab US Large-Cap Value ETF made up ﹤0.01% of Marshall Wace's portfolio in Q2 2026, its #1455 holding.
  • Marshall Wace first reported a position in Schwab US Large-Cap Value ETF in Q3 2021 and has held it in 2 quarters since.
  • 993 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.