MPWT
SCHV

MassMutual Private Wealth & Trust’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

MassMutual Private Wealth & Trust’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 		$1.02M Buy
29,211
+1,110
+4% +$36.6K 0.03% 255
2026
Q1 		$857K Sell
28,101
-2,150
-7% -$67K 0.02% 262
2025
Q4 		$896K Sell
30,251
-2,027
-6% -$59.2K 0.02% 257
2025
Q3 		$940K Buy
32,278
+1,308
+4% +$37.2K 0.02% 247
2025
Q2 		$857K Buy
30,970
+2,361
+8% +$62.1K 0.02% 260
2025
Q1 		$760K Sell
28,609
-2,005
-7% -$53.8K 0.02% 277
2024
Q4 		$798K Buy
30,614
+5,699
+23% +$154K 0.02% 267
2024
Q3 		$667K Buy
24,915
+1,230
+5% +$31.6K 0.02% 280
2024
Q2 		$585K Sell
23,685
-6,624
-22% -$164K 0.02% 290
2024
Q1 		$768K Sell
30,309
-3,027
-9% -$72.6K 0.02% 257
2023
Q4 		$779K Buy
33,336
+3,693
+12% +$80.8K 0.03% 244
2023
Q3 		$637K Buy
29,643
+66
+0.2% +$1.48K 0.02% 261
2023
Q2 		$661K Buy
29,577
+14,442
+95% +$315K 0.02% 256
2023
Q1 		$331K Buy
15,135
+4,479
+42% +$99.5K 0.01% 312
2022
Q4 		$235K Buy
10,656
+6,144
+136% +$133K 0.01% 336
2022
Q3 		$88K Buy
4,512
+597
+15% +$12.9K ﹤0.01% 404
2022
Q2 		$81K Buy
3,915
+2,103
+116% +$47.2K ﹤0.01% 406
2022
Q1 		$43K Buy
1,812
+1,020
+129% +$24.1K ﹤0.01% 484
2021
Q4 		$19K Hold
792
– – ﹤0.01% 616
2021
Q3 		$18K Buy
792
+6
+0.8% +$139 ﹤0.01% 615
2021
Q2 		$18K Buy
786
+750
+2,083% +$17K ﹤0.01% 592
2021
Q1 		$1K Buy
+36
New +$750 ﹤0.01% 1028
2019
Q4 		– Sell
-504
Closed -$10K – 884
2019
Q3 		$10K Buy
+504
New +$9.43K ﹤0.01% 594

Other funds holding SCHV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
RRWA
Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
SWRP
Summit Wealth & Retirement Planning San Ramon, California $472M AUM 25.49% 1-Year Est. Return

MassMutual Private Wealth & Trust's SCHV Position: Q2 2026 in Review

MassMutual Private Wealth & Trust increased its Schwab US Large-Cap Value ETF (SCHV) stake by 4% in Q2 2026, buying an estimated $36.6K and bringing the position to 29,211 shares worth $1.02M. The position accounts for 0.03% of the portfolio, ranked #255.

MassMutual Private Wealth & Trust first reported a position in SCHV in Q3 2019 and has held it in 23 quarters since. 527 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • MassMutual Private Wealth & Trust held 29,211 shares of Schwab US Large-Cap Value ETF worth $1.02M as of Q2 2026.
  • MassMutual Private Wealth & Trust bought 1,110 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $36.6K.
  • Schwab US Large-Cap Value ETF made up 0.03% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #255 holding.
  • MassMutual Private Wealth & Trust first reported a position in Schwab US Large-Cap Value ETF in Q3 2019 and has held it in 23 quarters since.
  • 527 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.