MIA
SCHV

MeadowBrook Investment Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

MeadowBrook Investment Advisors’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 		$171K Hold
4,905
– – 0.14% 114
2026
Q1 		$150K Sell
4,905
-100
-2% -$3.12K 0.13% 122
2025
Q4 		$148K Hold
5,005
– – 0.13% 135
2025
Q3 		$146K Hold
5,005
– – 0.13% 133
2025
Q2 		$138K Sell
5,005
-65
-1% -$1.71K 0.12% 136
2025
Q1 		$135K Hold
5,070
– – 0.13% 135
2024
Q4 		$132K Hold
5,070
– – 0.12% 139
2024
Q3 		$136K Hold
5,070
– – 0.12% 132
2024
Q2 		$125K Hold
5,070
– – 0.12% 129
2024
Q1 		$128K Hold
5,070
– – 0.12% 131
2023
Q4 		$118K Buy
+5,070
New +$111K 0.11% 133

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

MeadowBrook Investment Advisors's SCHV Position: Q2 2026 in Review

MeadowBrook Investment Advisors held its Schwab US Large-Cap Value ETF (SCHV) position steady in Q2 2026 at 4,905 shares worth $171K. The position accounts for 0.14% of the portfolio, ranked #114.

MeadowBrook Investment Advisors first reported a position in SCHV in Q4 2023 and has held it in 11 quarters since. 993 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • MeadowBrook Investment Advisors held 4,905 shares of Schwab US Large-Cap Value ETF worth $171K as of Q2 2026.
  • MeadowBrook Investment Advisors left its Schwab US Large-Cap Value ETF share count unchanged in Q2 2026.
  • Schwab US Large-Cap Value ETF made up 0.14% of MeadowBrook Investment Advisors's portfolio in Q2 2026, its #114 holding.
  • MeadowBrook Investment Advisors first reported a position in Schwab US Large-Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 993 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on MeadowBrook Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.