M
SCHV

MOTCO’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

MOTCO’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 		$247K Buy
+8,094
New +$252K 0.02% 192
2023
Q1 		– Sell
-378
Closed -$8.32K – 615
2022
Q4 		$8.32K Hold
378
– – ﹤0.01% 484
2022
Q3 		$7K Sell
378
-1,902
-83% -$40.9K ﹤0.01% 538
2022
Q2 		$47K Hold
2,280
– – ﹤0.01% 361
2022
Q1 		$54K Hold
2,280
– – ﹤0.01% 346
2021
Q4 		$56K Hold
2,280
– – ﹤0.01% 343
2021
Q3 		$51K Hold
2,280
– – ﹤0.01% 353
2021
Q2 		$52K Buy
+2,280
New +$51.7K ﹤0.01% 361

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

MOTCO's SCHV Position: Q1 2026 in Review

MOTCO opened a new position in Schwab US Large-Cap Value ETF (SCHV) in Q1 2026: 8,094 shares worth $247K. The stake represents 0.02% of the portfolio and ranks #192 among its holdings. This is a return to the name: MOTCO previously reported a position in SCHV as recently as Q4 2022.

MOTCO first reported a position in SCHV in Q2 2021 and has held it in 8 quarters since. 964 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

  • MOTCO held 8,094 shares of Schwab US Large-Cap Value ETF worth $247K as of Q1 2026.
  • Schwab US Large-Cap Value ETF was a new MOTCO position in Q1 2026.
  • Schwab US Large-Cap Value ETF made up 0.02% of MOTCO's portfolio in Q1 2026, its #192 holding.
  • MOTCO first reported a position in Schwab US Large-Cap Value ETF in Q2 2021 and has held it in 8 quarters since.
  • 964 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

Based on MOTCO's 13F filing for Q1 2026, filed 22 Apr 2026.