MCP
SCHV

Mirador Capital Partners’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Mirador Capital Partners’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 		$390K Buy
11,192
+109
+1% +$3.59K 0.05% 171
2026
Q1 		$338K Buy
11,083
+298
+3% +$9.28K 0.05% 166
2025
Q4 		$319K Sell
10,785
-1,643
-13% -$48K 0.04% 166
2025
Q3 		$362K Sell
12,428
-145
-1% -$4.12K 0.05% 167
2025
Q2 		$348K Sell
12,573
-414
-3% -$10.9K 0.06% 160
2025
Q1 		$345K Sell
12,987
-516
-4% -$13.8K 0.06% 156
2024
Q4 		$352K Buy
13,503
+387
+3% +$10.4K 0.06% 150
2024
Q3 		$351K Sell
13,116
-246
-2% -$6.32K 0.06% 155
2024
Q2 		$330K Buy
13,362
+531
+4% +$13.1K 0.06% 148
2024
Q1 		$325K Buy
12,831
+1,797
+16% +$43.1K 0.06% 152
2023
Q4 		$258K Buy
+11,034
New +$241K 0.05% 162
2020
Q1 		– Sell
-10,731
Closed -$215K – 165
2019
Q4 		$215K Sell
10,731
-8,667
-45% -$168K 0.09% 165
2019
Q3 		$367K Sell
19,398
-345
-2% -$6.46K 0.16% 123
2019
Q2 		$369K Buy
19,743
+5,595
+40% +$103K 0.18% 99
2019
Q1 		$258K Buy
14,148
+264
+2% +$4.69K 0.14% 120
2018
Q4 		$228K Sell
13,884
-261
-2% -$4.62K 0.14% 122
2018
Q3 		$264K Buy
14,145
+168
+1% +$3.11K 0.13% 130
2018
Q2 		$247K Buy
13,977
+1,086
+8% +$19.4K 0.13% 122
2018
Q1 		$227K Sell
12,891
-10,263
-44% -$188K 0.16% 108
2017
Q4 		$422K Buy
23,154
+909
+4% +$16.2K 0.23% 85
2017
Q3 		$386K Buy
22,245
+39
+0.2% +$660 0.23% 89
2017
Q2 		$378K Sell
22,206
-192
-0.9% -$3.19K 0.23% 89
2017
Q1 		$371K Buy
22,398
+2,121
+10% +$34.9K 0.27% 85
2016
Q4 		$325K Buy
20,277
+1,860
+10% +$28.8K 0.26% 90
2016
Q3 		$280K Buy
18,417
+363
+2% +$5.54K 0.25% 85
2016
Q2 		$275K Buy
18,054
+1,104
+7% +$16.2K 0.28% 82
2016
Q1 		$244K Buy
+16,950
New +$232K 0.27% 81

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

Mirador Capital Partners's SCHV Position: Q2 2026 in Review

Mirador Capital Partners increased its Schwab US Large-Cap Value ETF (SCHV) stake by 0.98% in Q2 2026, buying an estimated $3.59K and bringing the position to 11,192 shares worth $390K. The position accounts for 0.05% of the portfolio, ranked #171.

Mirador Capital Partners first reported a position in SCHV in Q1 2016 and has held it in 27 quarters since. The position peaked at $422K in Q4 2017. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Mirador Capital Partners held 11,192 shares of Schwab US Large-Cap Value ETF worth $390K as of Q2 2026.
  • Mirador Capital Partners bought 109 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $3.59K.
  • Schwab US Large-Cap Value ETF made up 0.05% of Mirador Capital Partners's portfolio in Q2 2026, its #171 holding.
  • Mirador Capital Partners first reported a position in Schwab US Large-Cap Value ETF in Q1 2016 and has held it in 27 quarters since.
  • Mirador Capital Partners's Schwab US Large-Cap Value ETF position peaked at $422K in Q4 2017.
  • 991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Mirador Capital Partners's 13F filing for Q2 2026, filed 7 Jul 2026.