MCM
SCHV

MidAtlantic Capital Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

MidAtlantic Capital Management’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 		$835K Buy
23,994
+448
+2% +$14.8K 0.52% 49
2026
Q1 		$718K Sell
23,546
-542
-2% -$16.9K 0.5% 49
2025
Q4 		$713K Hold
24,088
– – 0.46% 50
2025
Q3 		$701K Hold
24,088
– – 0.48% 52
2025
Q2 		$667K Sell
24,088
-554
-2% -$14.6K 0.47% 53
2025
Q1 		$655K Hold
24,642
– – 0.51% 49
2024
Q4 		$642K Hold
24,642
– – 0.47% 51
2024
Q3 		$660K Hold
24,642
– – 0.48% 50
2024
Q2 		$608K Hold
24,642
– – 0.51% 47
2024
Q1 		$624K Hold
24,642
– – 0.55% 46
2023
Q4 		$576K Buy
+24,642
New +$539K 0.56% 47

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

MidAtlantic Capital Management's SCHV Position: Q2 2026 in Review

MidAtlantic Capital Management increased its Schwab US Large-Cap Value ETF (SCHV) stake by 1.9% in Q2 2026, buying an estimated $14.8K and bringing the position to 23,994 shares worth $835K. The position accounts for 0.52% of the portfolio, ranked #49.

MidAtlantic Capital Management 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.

  • MidAtlantic Capital Management held 23,994 shares of Schwab US Large-Cap Value ETF worth $835K as of Q2 2026.
  • MidAtlantic Capital Management bought 448 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $14.8K.
  • Schwab US Large-Cap Value ETF made up 0.52% of MidAtlantic Capital Management's portfolio in Q2 2026, its #49 holding.
  • MidAtlantic Capital Management 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 MidAtlantic Capital Management's 13F filing for Q2 2026, filed 10 Aug 2026.