MML Investors Services
SCHV

MML Investors Services’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

MML Investors Services’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 		$41.3M Buy
1,186,101
+265,328
+29% +$8.74M 0.08% 244
2026
Q1 		$28.1M Sell
920,773
-144,934
-14% -$4.52M 0.08% 256
2025
Q4 		$31.6M Buy
1,065,707
+205,994
+24% +$6.02M 0.08% 251
2025
Q3 		$25M Buy
859,713
+27,440
+3% +$780K 0.07% 279
2025
Q2 		$23M Buy
832,273
+35,793
+4% +$941K 0.07% 286
2025
Q1 		$21.2M Buy
796,480
+121,141
+18% +$3.25M 0.07% 282
2024
Q4 		$17.6M Buy
675,339
+40,929
+6% +$1.1M 0.06% 308
2024
Q3 		$17M Buy
634,410
+57,144
+10% +$1.47M 0.06% 304
2024
Q2 		$14.3M Sell
577,266
-2,058
-0.4% -$50.9K 0.06% 311
2024
Q1 		$14.7M Sell
579,324
-51,534
-8% -$1.24M 0.06% 310
2023
Q4 		$14.7M Sell
630,858
-237,813
-27% -$5.2M 0.07% 287
2023
Q3 		$18.7M Sell
868,671
-123,084
-12% -$2.76M 0.1% 206
2023
Q2 		$22.2M Buy
991,755
+229,515
+30% +$5.01M 0.12% 191
2023
Q1 		$16.7M Sell
762,240
-155,493
-17% -$3.46M 0.12% 196
2022
Q4 		$20.2M Buy
917,733
+475,731
+108% +$10.3M 0.13% 172
2022
Q3 		$8.62M Buy
442,002
+76,641
+21% +$1.65M 0.07% 285
2022
Q2 		$7.6M Buy
365,361
+106,917
+41% +$2.4M 0.06% 308
2022
Q1 		$6.15M Buy
258,444
+6,375
+3% +$151K 0.04% 381
2021
Q4 		$6.15M Buy
252,069
+24,096
+11% +$571K 0.04% 375
2021
Q3 		$5.13M Buy
227,973
+16,884
+8% +$391K 0.04% 411
2021
Q2 		$4.81M Buy
211,089
+27,636
+15% +$627K 0.04% 406
2021
Q1 		$3.99M Buy
183,453
+29,175
+19% +$608K 0.04% 419
2020
Q4 		$3.06M Buy
154,278
+3,270
+2% +$61.1K 0.03% 445
2020
Q3 		$2.63M Buy
151,008
+336
+0.2% +$5.88K 0.03% 435
2020
Q2 		$2.52M Sell
150,672
-27,732
-16% -$453K 0.03% 420
2020
Q1 		$2.63M Sell
178,404
-132,741
-43% -$2.43M 0.05% 336
2019
Q4 		$6.24M Buy
311,145
+3,891
+1% +$75.4K 0.09% 230
2019
Q3 		$5.81M Sell
307,254
-187,905
-38% -$3.52M 0.09% 222
2019
Q2 		$9.27M Buy
495,159
+288,363
+139% +$5.33M 0.13% 185
2019
Q1 		$3.77M Buy
206,796
+63,507
+44% +$1.13M 0.06% 295
2018
Q4 		$2.35M Buy
143,289
+70,065
+96% +$1.24M 0.04% 371
2018
Q3 		$1.37M Buy
73,224
+58,854
+410% +$1.09M 0.02% 571
2018
Q2 		$254K Sell
14,370
-2,652
-16% -$47.3K 0.01% 1160
2018
Q1 		$300K Buy
+17,022
New +$312K 0.01% 1078

Other funds holding SCHV

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
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
RRWA
Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return
MAG
Mokosak Advisory Group Urbandale, Iowa $462M AUM 25.98% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

MML Investors Services's SCHV Position: Q2 2026 in Review

MML Investors Services increased its Schwab US Large-Cap Value ETF (SCHV) stake by 29% in Q2 2026, buying an estimated $8.74M and bringing the position to 1,186,101 shares worth $41.3M. The position accounts for 0.08% of the portfolio, ranked #244.

MML Investors Services first reported a position in SCHV in Q1 2018 and has held it in 34 quarters since. 677 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • MML Investors Services held 1,186,101 shares of Schwab US Large-Cap Value ETF worth $41.3M as of Q2 2026.
  • MML Investors Services bought 265,328 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $8.74M.
  • Schwab US Large-Cap Value ETF made up 0.08% of MML Investors Services's portfolio in Q2 2026, its #244 holding.
  • MML Investors Services first reported a position in Schwab US Large-Cap Value ETF in Q1 2018 and has held it in 34 quarters since.
  • 677 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.