PIMG
SCHV

Patriot Investment Management Group’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Patriot Investment Management Group’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 		$462K Hold
13,258
– – 0.03% 171
2026
Q1 		$404K Hold
13,258
– – 0.03% 178
2025
Q4 		$393K Hold
13,258
– – 0.02% 180
2025
Q3 		$386K Sell
13,258
-180
-1% -$5.11K 0.03% 179
2025
Q2 		$372K Buy
13,438
+12
+0.1% +$315 0.03% 181
2025
Q1 		$357K Hold
13,426
– – 0.03% 180
2024
Q4 		$350K Sell
13,426
-626
-4% -$16.9K 0.03% 187
2024
Q3 		$376K Buy
14,052
+102
+0.7% +$2.62K 0.03% 180
2024
Q2 		$344K Hold
13,950
– – 0.03% 188
2024
Q1 		$353K Sell
13,950
-111
-0.8% -$2.66K 0.03% 191
2023
Q4 		$329K Hold
14,061
– – 0.03% 196
2023
Q3 		$302K Sell
14,061
-3,774
-21% -$84.8K 0.03% 199
2023
Q2 		$399K Hold
17,835
– – 0.03% 180
2023
Q1 		$390K Sell
17,835
-24
-0.1% -$533 0.03% 183
2022
Q4 		$407K Buy
17,859
+1,032
+6% +$22.3K 0.04% 183
2022
Q3 		$328K Sell
16,827
-33
-0.2% -$710 0.03% 186
2022
Q2 		$350K Buy
16,860
+2,634
+19% +$59.1K 0.03% 187
2022
Q1 		$338K Buy
14,226
+402
+3% +$9.52K 0.03% 210
2021
Q4 		$337K Sell
13,824
-210
-1% -$4.97K 0.03% 208
2021
Q3 		$315K Sell
14,034
-8,475
-38% -$196K 0.03% 208
2021
Q2 		$513K Buy
22,509
+135
+0.6% +$3.06K 0.05% 166
2021
Q1 		$486K Buy
+22,374
New +$466K 0.05% 164
2020
Q4 		– Sell
-12,894
Closed -$224K – 201
2020
Q3 		$224K Buy
12,894
+600
+5% +$10.5K 0.03% 207
2020
Q2 		$205K Buy
+12,294
New +$201K 0.03% 208
2020
Q1 		– Sell
-11,910
Closed -$238K – 221
2019
Q4 		$238K Sell
11,910
-48
-0.4% -$930 0.03% 202
2019
Q3 		$221K Buy
+11,958
New +$224K 0.03% 203
2019
Q2 		– Sell
-11,043
Closed -$201K – 218
2019
Q1 		$201K Buy
+11,043
New +$196K 0.03% 206

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

Patriot Investment Management Group's SCHV Position: Q2 2026 in Review

Patriot Investment Management Group held its Schwab US Large-Cap Value ETF (SCHV) position steady in Q2 2026 at 13,258 shares worth $462K. The position accounts for 0.03% of the portfolio, ranked #171.

Patriot Investment Management Group first reported a position in SCHV in Q1 2019 and has held it in 27 quarters since. The position peaked at $513K in Q2 2021. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Patriot Investment Management Group held 13,258 shares of Schwab US Large-Cap Value ETF worth $462K as of Q2 2026.
  • Patriot Investment Management Group left its Schwab US Large-Cap Value ETF share count unchanged in Q2 2026.
  • Schwab US Large-Cap Value ETF made up 0.03% of Patriot Investment Management Group's portfolio in Q2 2026, its #171 holding.
  • Patriot Investment Management Group first reported a position in Schwab US Large-Cap Value ETF in Q1 2019 and has held it in 27 quarters since.
  • Patriot Investment Management Group's Schwab US Large-Cap Value ETF position peaked at $513K in Q2 2021.
  • 991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Patriot Investment Management Group's 13F filing for Q2 2026, filed 15 Jul 2026.