PWM
SCHV

Perigon Wealth Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Perigon Wealth 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
Q1 		$19.2M Buy
628,987
+15,330
+2% +$478K 0.35% 63
2025
Q4 		$18.2M Buy
613,657
+11,685
+2% +$342K 0.33% 64
2025
Q3 		$17.5M Buy
601,972
+21,895
+4% +$622K 0.36% 57
2025
Q2 		$16.1M Sell
580,077
-4,295
-0.7% -$113K 0.37% 55
2025
Q1 		$15.5M Buy
584,372
+13,569
+2% +$364K 0.4% 49
2024
Q4 		$15.2M Buy
570,803
+41,726
+8% +$1.13M 0.37% 53
2024
Q3 		$14.2M Sell
529,077
-19,548
-4% -$502K 0.37% 54
2024
Q2 		$13.5M Buy
548,625
+5,451
+1% +$135K 0.39% 50
2024
Q1 		$13.8M Buy
543,174
+20,697
+4% +$496K 0.42% 48
2023
Q4 		$12.2M Buy
522,477
+44,202
+9% +$967K 0.4% 52
2023
Q3 		$10.3M Buy
478,275
+18,003
+4% +$404K 0.42% 55
2023
Q2 		$10.3M Buy
460,272
+35,139
+8% +$767K 0.4% 58
2023
Q1 		$9.29M Buy
425,133
+38,085
+10% +$846K 0.53% 41
2022
Q4 		$8.52M Buy
387,048
+30,906
+9% +$669K 0.53% 40
2022
Q3 		$6.95M Buy
356,142
+31,998
+10% +$689K 0.6% 32
2022
Q2 		$6.74M Buy
324,144
+154,968
+92% +$3.48M 0.56% 34
2022
Q1 		$4.03M Buy
169,176
+13,578
+9% +$321K 0.28% 76
2021
Q4 		$3.8M Buy
155,598
+13,737
+10% +$325K 0.27% 78
2021
Q3 		$3.19M Buy
141,861
+8,835
+7% +$204K 0.28% 81
2021
Q2 		$3.03M Buy
133,026
+17,478
+15% +$397K 0.27% 79
2021
Q1 		$2.51M Buy
115,548
+12,906
+13% +$269K 0.26% 83
2020
Q4 		$2.04M Buy
102,642
+9,255
+10% +$173K 0.24% 78
2020
Q3 		$1.63M Buy
93,387
+4,989
+6% +$87.3K 0.23% 83
2020
Q2 		$1.48M Buy
88,398
+5,418
+7% +$88.5K 0.23% 81
2020
Q1 		$1.34M Buy
82,980
+4,176
+5% +$76.6K 0.25% 81
2019
Q4 		$1.58M Buy
+78,804
New +$1.53M 0.32% 62
2016
Q4 		– Sell
-528
Closed -$8K – 752
2016
Q3 		$8K Sell
528
-585
-53% -$8.92K ﹤0.01% 512
2016
Q2 		$17K Hold
1,113
– – ﹤0.01% 353
2016
Q1 		$16K Buy
+1,113
New +$15.2K 0.01% 233

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

Perigon Wealth Management's SCHV Position: Q1 2026 in Review

Perigon Wealth Management increased its Schwab US Large-Cap Value ETF (SCHV) stake by 2.5% in Q1 2026, buying an estimated $478K and bringing the position to 628,987 shares worth $19.2M. The position accounts for 0.35% of the portfolio, ranked #63.

Perigon Wealth Management first reported a position in SCHV in Q1 2016 and has held it in 29 quarters since. 962 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

  • Perigon Wealth Management held 628,987 shares of Schwab US Large-Cap Value ETF worth $19.2M as of Q1 2026.
  • Perigon Wealth Management bought 15,330 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $478K.
  • Schwab US Large-Cap Value ETF made up 0.35% of Perigon Wealth Management's portfolio in Q1 2026, its #63 holding.
  • Perigon Wealth Management first reported a position in Schwab US Large-Cap Value ETF in Q1 2016 and has held it in 29 quarters since.
  • 962 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.