Pinney & Scofield’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Pinney & Scofield’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	$15.6K	Buy	448 +2	+0.4%	+$66	0.01%	161
2026 Q1	$13.6K	Buy	446 +2	+0.5%	+$62	0.01%	177
2025 Q4	$13.1K	Buy	444 +2	+0.5%	+$58	0.01%	165
2025 Q3	$12.9K	Buy	442 +3	+0.7%	+$85	0.01%	166
2025 Q2	$12.2K	Buy	439 +2	+0.5%	+$53	0.01%	169
2025 Q1	$11.6K	Buy	437 +2	+0.5%	+$54	0.01%	164
2024 Q4	$11.3K	Buy	+435	New	+$11.7K	0.01%	167

Other funds holding SCHV

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

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

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

Pinney & Scofield's SCHV Position: Q2 2026 in Review

Pinney & Scofield increased its Schwab US Large-Cap Value ETF (SCHV) stake by 0.45% in Q2 2026, buying an estimated $66 and bringing the position to 448 shares worth $15.6K. The position accounts for 0.01% of the portfolio, ranked #161.

Pinney & Scofield first reported a position in SCHV in Q4 2024 and has held it in 7 quarters since. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

Pinney & Scofield held 448 shares of Schwab US Large-Cap Value ETF worth $15.6K as of Q2 2026.
Pinney & Scofield bought 2 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $66.
Schwab US Large-Cap Value ETF made up 0.01% of Pinney & Scofield's portfolio in Q2 2026, its #161 holding.
Pinney & Scofield first reported a position in Schwab US Large-Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Pinney & Scofield's 13F filing for Q2 2026, filed 7 Aug 2026.