McIlrath & Eck’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

McIlrath & Eck’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	$36.5K	Hold	1,197	–	–	﹤0.01%	642
2025 Q4	$35.4K	Hold	1,197	–	–	﹤0.01%	409
2025 Q3	$34.8K	Hold	1,197	–	–	﹤0.01%	396
2025 Q2	$33.1K	Hold	1,197	–	–	﹤0.01%	394
2025 Q1	$31.8K	Hold	1,197	–	–	﹤0.01%	393
2024 Q4	$31.2K	Hold	1,197	–	–	﹤0.01%	403
2024 Q3	$32.1K	Hold	1,197	–	–	﹤0.01%	388
2024 Q2	$29.6K	Hold	1,197	–	–	﹤0.01%	363
2024 Q1	$30.3K	Buy	1,197 +1,194	+39,800%	+$28.6K	﹤0.01%	369
2023 Q4	$70	Hold	3	–	–	﹤0.01%	913
2023 Q3	$64	Hold	3	–	–	﹤0.01%	874
2023 Q2	$67	Hold	3	–	–	﹤0.01%	882
2023 Q1	$66	Hold	3	–	–	﹤0.01%	912
2022 Q4	$66	Hold	3	–	–	﹤0.01%	871
2022 Q3	$0	Hold	3	–	–	﹤0.01%	890
2022 Q2	$0	Hold	3	–	–	﹤0.01%	868
2022 Q1	$0	Hold	3	–	–	﹤0.01%	835
2021 Q4	$0	Sell	3 -333	-99%	-$7.89K	﹤0.01%	837
2021 Q3	$8K	Hold	336	–	–	﹤0.01%	558
2021 Q2	$8K	Hold	336	–	–	﹤0.01%	559
2021 Q1	$7K	Hold	336	–	–	﹤0.01%	545
2020 Q4	$7K	Hold	336	–	–	﹤0.01%	485
2020 Q3	$6K	Sell	336 -441	-57%	-$7.71K	﹤0.01%	463
2020 Q2	$13K	Buy	777 +441	+131%	+$7.2K	0.01%	312
2020 Q1	$5K	Hold	336	–	–	﹤0.01%	444
2019 Q4	$7K	Hold	336	–	–	﹤0.01%	440
2019 Q3	$6K	Hold	336	–	–	﹤0.01%	436
2019 Q2	$6K	Hold	336	–	–	﹤0.01%	431
2019 Q1	$6K	Hold	336	–	–	﹤0.01%	431
2018 Q4	$6K	Hold	336	–	–	﹤0.01%	347
2018 Q3	$6K	Hold	336	–	–	﹤0.01%	362
2018 Q2	$6K	Hold	336	–	–	﹤0.01%	347
2018 Q1	$6K	Sell	336 -54	-14%	-$989	﹤0.01%	330
2017 Q4	$7K	Buy	+390	New	+$6.94K	﹤0.01%	326

Other funds holding SCHV

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

McIlrath & Eck's SCHV Position: Q1 2026 in Review

McIlrath & Eck held its Schwab US Large-Cap Value ETF (SCHV) position steady in Q1 2026 at 1,197 shares worth $36.5K. The position accounts for ﹤0.01% of the portfolio, ranked #642.

McIlrath & Eck first reported a position in SCHV in Q4 2017 and has held it in 34 quarters since. 969 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

McIlrath & Eck held 1,197 shares of Schwab US Large-Cap Value ETF worth $36.5K as of Q1 2026.
McIlrath & Eck left its Schwab US Large-Cap Value ETF share count unchanged in Q1 2026.
Schwab US Large-Cap Value ETF made up ﹤0.01% of McIlrath & Eck's portfolio in Q1 2026, its #642 holding.
McIlrath & Eck first reported a position in Schwab US Large-Cap Value ETF in Q4 2017 and has held it in 34 quarters since.
969 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

Based on McIlrath & Eck's 13F filing for Q1 2026, filed 19 May 2026.