Morton Brown Family Wealth’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Morton Brown Family Wealth’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	$12.3K	Hold	354	–	–	﹤0.01%	189
2026 Q1	$10.8K	Hold	354	–	–	﹤0.01%	191
2025 Q4	$10.5K	Hold	354	–	–	﹤0.01%	192
2025 Q3	$10.3K	Hold	354	–	–	﹤0.01%	183
2025 Q2	$9.79K	Hold	354	–	–	﹤0.01%	193
2025 Q1	$9.41K	Hold	354	–	–	﹤0.01%	198
2024 Q4	$9.23K	Hold	354	–	–	﹤0.01%	179
2024 Q3	$9.48K	Hold	354	–	–	﹤0.01%	171
2024 Q2	$9.05K	Hold	354	–	–	﹤0.01%	163
2024 Q1	$8.97K	Hold	354	–	–	﹤0.01%	159
2023 Q4	$8.27K	Hold	354	–	–	﹤0.01%	191
2023 Q3	$7.61K	Hold	354	–	–	﹤0.01%	138
2023 Q2	$7.92K	Hold	354	–	–	﹤0.01%	130
2023 Q1	$7.74K	Hold	354	–	–	﹤0.01%	143
2022 Q4	$7.79K	Hold	354	–	–	0.01%	120
2022 Q3	$7K	Hold	354	–	–	0.01%	129
2022 Q2	$7K	Buy	+354	New	+$7.95K	0.01%	127

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

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

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

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

Morton Brown Family Wealth's SCHV Position: Q2 2026 in Review

Morton Brown Family Wealth held its Schwab US Large-Cap Value ETF (SCHV) position steady in Q2 2026 at 354 shares worth $12.3K. The position accounts for ﹤0.01% of the portfolio, ranked #189.

Morton Brown Family Wealth first reported a position in SCHV in Q2 2022 and has held it in 17 quarters since. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

Morton Brown Family Wealth held 354 shares of Schwab US Large-Cap Value ETF worth $12.3K as of Q2 2026.
Morton Brown Family Wealth left its Schwab US Large-Cap Value ETF share count unchanged in Q2 2026.
Schwab US Large-Cap Value ETF made up ﹤0.01% of Morton Brown Family Wealth's portfolio in Q2 2026, its #189 holding.
Morton Brown Family Wealth first reported a position in Schwab US Large-Cap Value ETF in Q2 2022 and has held it in 17 quarters since.
991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.