Patrick M. Sweeney & Associates’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Patrick M. Sweeney & Associates’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	$235K	Buy	+6,749	New	+$222K	0.13%	161

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

Patrick M. Sweeney & Associates's SCHV Position: Q2 2026 in Review

Patrick M. Sweeney & Associates opened a new position in Schwab US Large-Cap Value ETF (SCHV) in Q2 2026: 6,749 shares worth $235K. The stake represents 0.13% of the portfolio and ranks #161 among its holdings.

988 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

Patrick M. Sweeney & Associates held 6,749 shares of Schwab US Large-Cap Value ETF worth $235K as of Q2 2026.
Schwab US Large-Cap Value ETF was a new Patrick M. Sweeney & Associates position in Q2 2026.
Schwab US Large-Cap Value ETF made up 0.13% of Patrick M. Sweeney & Associates's portfolio in Q2 2026, its #161 holding.
988 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.