P
SCHV

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

&Partners’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 		$919K Sell
26,387
-644
-2% -$21.2K ﹤0.01% 1469
2026
Q1 		$824K Buy
27,031
+7,906
+41% +$246K ﹤0.01% 1408
2025
Q4 		$566K Sell
19,125
-475
-2% -$13.9K ﹤0.01% 1538
2025
Q3 		$571K Buy
19,600
+4,912
+33% +$140K ﹤0.01% 1378
2025
Q2 		$406K Sell
14,688
-1,323
-8% -$34.8K ﹤0.01% 1454
2025
Q1 		$389K Buy
16,011
+3,772
+31% +$101K ﹤0.01% 1261
2024
Q4 		$321K Buy
12,239
+32
+0.3% +$864 ﹤0.01% 1301
2024
Q3 		$327K Buy
+12,207
New +$314K 0.01% 1056

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

&Partners's SCHV Position: Q2 2026 in Review

&Partners reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 2.4% in Q2 2026, selling an estimated $21.2K and leaving 26,387 shares worth $919K. The position accounts for ﹤0.01% of the portfolio, ranked #1469.

&Partners first reported a position in SCHV in Q3 2024 and has held it in 8 quarters since. 993 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • &Partners held 26,387 shares of Schwab US Large-Cap Value ETF worth $919K as of Q2 2026.
  • &Partners sold 644 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $21.2K.
  • Schwab US Large-Cap Value ETF made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #1469 holding.
  • &Partners first reported a position in Schwab US Large-Cap Value ETF in Q3 2024 and has held it in 8 quarters since.
  • 993 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.