Mill Creek Capital Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Mill Creek Capital 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 Q1	$3.17M	Sell	104,054 -231	-0.2%	-$7.2K	0.07%	76
2025 Q4	$3.09M	Sell	104,285 -56,642	-35%	-$1.66M	0.06%	78
2025 Q3	$4.68M	Buy	160,927 +9	+0%	+$256	0.1%	63
2025 Q2	$4.45M	Buy	160,918 +120,582	+299%	+$3.17M	0.1%	60
2025 Q1	$1.07M	Buy	40,336 +1,525	+4%	+$40.9K	0.03%	112
2024 Q4	$1.01M	Hold	38,811	–	–	0.02%	119
2024 Q3	$1.04M	Hold	38,811	–	–	0.03%	112
2024 Q2	$958K	Hold	38,811	–	–	0.02%	120
2024 Q1	$983K	Buy	38,811 +2,583	+7%	+$61.9K	0.03%	105
2023 Q4	$847K	Buy	+36,228	New	+$792K	0.03%	112

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

Mill Creek Capital Advisors's SCHV Position: Q1 2026 in Review

Mill Creek Capital Advisors reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 0.22% in Q1 2026, selling an estimated $7.2K and leaving 104,054 shares worth $3.17M. The position accounts for 0.07% of the portfolio, ranked #76.

Mill Creek Capital Advisors first reported a position in SCHV in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.68M in Q3 2025. 970 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

Mill Creek Capital Advisors held 104,054 shares of Schwab US Large-Cap Value ETF worth $3.17M as of Q1 2026.
Mill Creek Capital Advisors sold 231 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $7.2K.
Schwab US Large-Cap Value ETF made up 0.07% of Mill Creek Capital Advisors's portfolio in Q1 2026, its #76 holding.
Mill Creek Capital Advisors first reported a position in Schwab US Large-Cap Value ETF in Q4 2023 and has held it in 10 quarters since.
Mill Creek Capital Advisors's Schwab US Large-Cap Value ETF position peaked at $4.68M in Q3 2025.
970 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

Based on Mill Creek Capital Advisors's 13F filing for Q1 2026, filed 14 May 2026.