PCMNC
SCHV

Piedmont Capital Management (North Carolina)’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Piedmont Capital Management (North Carolina)’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 		$924K Hold
26,550
– – 0.56% 31
2026
Q1 		$810K Hold
26,550
– – 0.54% 29
2025
Q4 		$786K Buy
+26,550
New +$776K 0.52% 31

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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

Piedmont Capital Management (North Carolina)'s SCHV Position: Q2 2026 in Review

Piedmont Capital Management (North Carolina) held its Schwab US Large-Cap Value ETF (SCHV) position steady in Q2 2026 at 26,550 shares worth $924K. The position accounts for 0.56% of the portfolio, ranked #31.

Piedmont Capital Management (North Carolina) first reported a position in SCHV in Q4 2025 and has held it in 3 quarters since. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Piedmont Capital Management (North Carolina) held 26,550 shares of Schwab US Large-Cap Value ETF worth $924K as of Q2 2026.
  • Piedmont Capital Management (North Carolina) left its Schwab US Large-Cap Value ETF share count unchanged in Q2 2026.
  • Schwab US Large-Cap Value ETF made up 0.56% of Piedmont Capital Management (North Carolina)'s portfolio in Q2 2026, its #31 holding.
  • Piedmont Capital Management (North Carolina) first reported a position in Schwab US Large-Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Piedmont Capital Management (North Carolina)'s 13F filing for Q2 2026, filed 13 Aug 2026.