PSCM
SCHV

Per Stirling Capital Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Per Stirling Capital Management’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 		$9.33M Sell
268,034
-378
-0.1% -$12.5K 0.89% 36
2026
Q1 		$8.19M Buy
268,412
+6,318
+2% +$197K 0.9% 36
2025
Q4 		$7.76M Buy
262,094
+8,050
+3% +$235K 0.87% 33
2025
Q3 		$7.4M Buy
254,044
+8,681
+4% +$247K 0.88% 35
2025
Q2 		$6.79M Buy
245,363
+10,485
+4% +$276K 0.89% 32
2025
Q1 		$6.24M Buy
234,878
+8,025
+4% +$215K 0.9% 33
2024
Q4 		$5.91M Buy
226,853
+4,082
+2% +$110K 0.84% 37
2024
Q3 		$5.97M Buy
222,771
+4,275
+2% +$110K 0.83% 36
2024
Q2 		$5.4M Buy
218,496
+8,802
+4% +$217K 0.87% 35
2024
Q1 		$5.31M Buy
209,694
+29,712
+17% +$712K 0.89% 35
2023
Q4 		$4.21M Buy
179,982
+804
+0.4% +$17.6K 0.77% 36
2023
Q3 		$3.85M Buy
179,178
+5,616
+3% +$126K 0.8% 35
2023
Q2 		$3.88M Buy
173,562
+4,275
+3% +$93.3K 0.79% 33
2023
Q1 		$3.7M Sell
169,287
-14,430
-8% -$321K 0.8% 32
2022
Q4 		$4.04M Buy
+183,717
New +$3.98M 0.74% 35

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

Per Stirling Capital Management's SCHV Position: Q2 2026 in Review

Per Stirling Capital Management reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 0.14% in Q2 2026, selling an estimated $12.5K and leaving 268,034 shares worth $9.33M. The position accounts for 0.89% of the portfolio, ranked #36.

Per Stirling Capital Management first reported a position in SCHV in Q4 2022 and has held it in 15 quarters since. 988 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Per Stirling Capital Management held 268,034 shares of Schwab US Large-Cap Value ETF worth $9.33M as of Q2 2026.
  • Per Stirling Capital Management sold 378 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $12.5K.
  • Schwab US Large-Cap Value ETF made up 0.89% of Per Stirling Capital Management's portfolio in Q2 2026, its #36 holding.
  • Per Stirling Capital Management first reported a position in Schwab US Large-Cap Value ETF in Q4 2022 and has held it in 15 quarters since.
  • 988 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Per Stirling Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.