PGFC
SCHV

Peapack-Gladstone Financial Corp’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Peapack-Gladstone Financial Corp’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 		$537K Hold
17,597
– – 0.01% 488
2025
Q4 		$521K Hold
17,597
– – 0.01% 485
2025
Q3 		$512K Sell
17,597
-3,958
-18% -$112K 0.01% 497
2025
Q2 		$596K Buy
21,555
+49
+0.2% +$1.29K 0.01% 458
2025
Q1 		$572K Hold
21,506
– – 0.01% 460
2024
Q4 		$561K Sell
21,506
-1,555
-7% -$42K 0.01% 462
2024
Q3 		$618K Sell
23,061
-387
-2% -$9.94K 0.01% 452
2024
Q2 		$579K Sell
23,448
-1,191
-5% -$29.4K 0.01% 452
2024
Q1 		$624K Sell
24,639
-1,782
-7% -$42.7K 0.01% 456
2023
Q4 		$617K Sell
26,421
-873
-3% -$19.1K 0.01% 447
2023
Q3 		$586K Hold
27,294
– – 0.01% 447
2023
Q2 		$610K Hold
27,294
– – 0.01% 450
2023
Q1 		$597K Sell
27,294
-1,365
-5% -$30.3K 0.01% 445
2022
Q4 		$631K Hold
28,659
– – 0.01% 434
2022
Q3 		$559K Sell
28,659
-7,818
-21% -$168K 0.01% 445
2022
Q2 		$759K Sell
36,477
-1,119
-3% -$25.1K 0.02% 387
2022
Q1 		$895K Buy
37,596
+3,714
+11% +$87.9K 0.02% 384
2021
Q4 		$827K Buy
33,882
+4,971
+17% +$118K 0.02% 409
2021
Q3 		$650K Buy
28,911
+1,437
+5% +$33.2K 0.01% 428
2021
Q2 		$626K Buy
27,474
+2,700
+11% +$61.3K 0.02% 400
2021
Q1 		$539K Sell
24,774
-1,830
-7% -$38.1K 0.01% 399
2020
Q4 		$528K Buy
26,604
+1,005
+4% +$18.8K 0.02% 303
2020
Q3 		$445K Hold
25,599
– – 0.02% 285
2020
Q2 		$428K Buy
25,599
+7,161
+39% +$117K 0.02% 288
2020
Q1 		$272K Sell
18,438
-684
-4% -$12.5K 0.01% 311
2019
Q4 		$383K Sell
19,122
-1,578
-8% -$30.6K 0.02% 279
2019
Q3 		$391K Sell
20,700
-132
-0.6% -$2.47K 0.02% 280
2019
Q2 		$390K Sell
20,832
-1,461
-7% -$27K 0.02% 275
2019
Q1 		$407K Buy
22,293
+60
+0.3% +$1.06K 0.02% 267
2018
Q4 		$365K Sell
22,233
-5,478
-20% -$96.9K 0.02% 263
2018
Q3 		$518K Hold
27,711
– – 0.03% 235
2018
Q2 		$491K Buy
27,711
+153
+0.6% +$2.73K 0.03% 233
2018
Q1 		$485K Buy
27,558
+2,460
+10% +$45.1K 0.03% 234
2017
Q4 		$457K Sell
25,098
-1,809
-7% -$32.2K 0.02% 241
2017
Q3 		$465K Buy
26,907
+9,846
+58% +$167K 0.03% 236
2017
Q2 		$285K Buy
+17,061
New +$284K 0.02% 282

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 $10B AUM 15.14% 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 $3.64B AUM 14.73% 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

Peapack-Gladstone Financial Corp's SCHV Position: Q1 2026 in Review

Peapack-Gladstone Financial Corp held its Schwab US Large-Cap Value ETF (SCHV) position steady in Q1 2026 at 17,597 shares worth $537K. The position accounts for 0.01% of the portfolio, ranked #488.

Peapack-Gladstone Financial Corp first reported a position in SCHV in Q2 2017 and has held it in 36 quarters since. The position peaked at $895K in Q1 2022. 962 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

  • Peapack-Gladstone Financial Corp held 17,597 shares of Schwab US Large-Cap Value ETF worth $537K as of Q1 2026.
  • Peapack-Gladstone Financial Corp left its Schwab US Large-Cap Value ETF share count unchanged in Q1 2026.
  • Schwab US Large-Cap Value ETF made up 0.01% of Peapack-Gladstone Financial Corp's portfolio in Q1 2026, its #488 holding.
  • Peapack-Gladstone Financial Corp first reported a position in Schwab US Large-Cap Value ETF in Q2 2017 and has held it in 36 quarters since.
  • Peapack-Gladstone Financial Corp's Schwab US Large-Cap Value ETF position peaked at $895K in Q1 2022.
  • 962 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

Based on Peapack-Gladstone Financial Corp's 13F filing for Q1 2026, filed 15 May 2026.