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
Q2 		– Sell
-8,094
Closed -$247K – 886
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 $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

MOTCO's SCHV Position: Q2 2026 in Review

MOTCO sold out of Schwab US Large-Cap Value ETF (SCHV) in Q2 2026, closing a stake of 8,094 shares — an estimated $247K sold.

MOTCO first reported a position in SCHV in Q2 2021 and held it in 8 quarters. The position peaked at $247K in Q1 2026. 994 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • MOTCO reported no remaining Schwab US Large-Cap Value ETF position as of Q2 2026 after selling out during the quarter.
  • MOTCO sold 8,094 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $247K.
  • MOTCO first reported a position in Schwab US Large-Cap Value ETF in Q2 2021 and held it in 8 quarters.
  • MOTCO's Schwab US Large-Cap Value ETF position peaked at $247K in Q1 2026.
  • 994 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on MOTCO's 13F filing for Q2 2026, filed 31 Jul 2026.