PVI
SCHV

Pine Valley Investments’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Pine Valley Investments’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 		$1.23M Buy
35,327
+159
+0.5% +$5.24K 0.05% 283
2026
Q1 		$1.07M Buy
35,168
+285
+0.8% +$8.88K 0.05% 287
2025
Q4 		$1.03M Buy
34,883
+160
+0.5% +$4.68K 0.05% 270
2025
Q3 		$1.01M Buy
34,723
+1,792
+5% +$50.9K 0.05% 266
2025
Q2 		$911K Buy
32,931
+7,079
+27% +$186K 0.05% 274
2025
Q1 		$687K Sell
25,852
-252
-1% -$6.76K 0.04% 300
2024
Q4 		$681K Buy
26,104
+13,174
+102% +$356K 0.04% 298
2024
Q3 		$346K Buy
12,930
+3,585
+38% +$92.1K 0.02% 391
2024
Q2 		$232K Sell
9,345
-285
-3% -$7.04K 0.02% 442
2024
Q1 		$244K Sell
9,630
-963
-9% -$23.1K 0.02% 434
2023
Q4 		$248K Buy
+10,593
New +$232K 0.02% 420

Other funds holding SCHV

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
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
RRWA
Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return
MAG
Mokosak Advisory Group Urbandale, Iowa $462M AUM 25.98% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Pine Valley Investments's SCHV Position: Q2 2026 in Review

Pine Valley Investments increased its Schwab US Large-Cap Value ETF (SCHV) stake by 0.45% in Q2 2026, buying an estimated $5.24K and bringing the position to 35,327 shares worth $1.23M. The position accounts for 0.05% of the portfolio, ranked #283.

Pine Valley Investments first reported a position in SCHV in Q4 2023 and has held it in 11 quarters since. 598 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Pine Valley Investments held 35,327 shares of Schwab US Large-Cap Value ETF worth $1.23M as of Q2 2026.
  • Pine Valley Investments bought 159 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $5.24K.
  • Schwab US Large-Cap Value ETF made up 0.05% of Pine Valley Investments's portfolio in Q2 2026, its #283 holding.
  • Pine Valley Investments first reported a position in Schwab US Large-Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 598 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Pine Valley Investments's 13F filing for Q2 2026, filed 24 Jul 2026.