MTIC
SCHV

Missouri Trust & Investment Company’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Missouri Trust & Investment Company’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 		– Sell
-6,467
Closed -$197K – 341
2026
Q1 		$197K Buy
6,467
+1,807
+39% +$56.3K 0.06% 142
2025
Q4 		$138K Buy
4,660
+190
+4% +$5.55K 0.04% 151
2025
Q3 		$130K Hold
4,470
– – 0.04% 155
2025
Q2 		$124K Hold
4,470
– – 0.04% 147
2025
Q1 		$119K Sell
4,470
-600
-12% -$16.1K 0.04% 146
2024
Q4 		$132K Hold
5,070
– – 0.05% 141
2024
Q3 		$136K Sell
5,070
-750
-13% -$19.3K 0.05% 144
2024
Q2 		$144K Sell
5,820
-525
-8% -$13K 0.05% 137
2024
Q1 		$161K Hold
6,345
– – 0.06% 134
2023
Q4 		$148K Hold
6,345
– – 0.06% 130
2023
Q3 		$136K Sell
6,345
-1,350
-18% -$30.3K 0.06% 129
2023
Q2 		$172K Hold
7,695
– – 0.1% 122
2023
Q1 		$168K Hold
7,695
– – 0.11% 118
2022
Q4 		$169K Sell
7,695
-618
-7% -$13.4K 0.1% 116
2022
Q3 		$162K Sell
8,313
-735
-8% -$15.8K 0.11% 111
2022
Q2 		$188K Hold
9,048
– – 0.12% 103
2022
Q1 		$215K Hold
9,048
– – 0.13% 105
2021
Q4 		$221K Buy
+9,048
New +$214K 0.13% 103

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

Missouri Trust & Investment Company's SCHV Position: Q2 2026 in Review

Missouri Trust & Investment Company sold out of Schwab US Large-Cap Value ETF (SCHV) in Q2 2026, closing a stake of 6,467 shares — an estimated $197K sold.

Missouri Trust & Investment Company first reported a position in SCHV in Q4 2021 and held it in 18 quarters. The position peaked at $221K in Q4 2021. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Missouri Trust & Investment Company reported no remaining Schwab US Large-Cap Value ETF position as of Q2 2026 after selling out during the quarter.
  • Missouri Trust & Investment Company sold 6,467 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $197K.
  • Missouri Trust & Investment Company first reported a position in Schwab US Large-Cap Value ETF in Q4 2021 and held it in 18 quarters.
  • Missouri Trust & Investment Company's Schwab US Large-Cap Value ETF position peaked at $221K in Q4 2021.
  • 991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Missouri Trust & Investment Company's 13F filing for Q2 2026, filed 13 Aug 2026.