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 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 Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

MidAtlantic Capital Management's SCHV Position: Q1 2026 in Review

MidAtlantic Capital Management reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 2.3% in Q1 2026, selling an estimated $16.9K and leaving 23,546 shares worth $718K. The position accounts for 0.5% of the portfolio, ranked #49.

MidAtlantic Capital Management first reported a position in SCHV in Q4 2023 and has held it in 10 quarters since. 962 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

MidAtlantic Capital Management held 23,546 shares of Schwab US Large-Cap Value ETF worth $718K as of Q1 2026.
MidAtlantic Capital Management sold 542 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $16.9K.
Schwab US Large-Cap Value ETF made up 0.5% of MidAtlantic Capital Management's portfolio in Q1 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 10 quarters since.
962 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

Based on MidAtlantic Capital Management's 13F filing for Q1 2026, filed 8 May 2026.