PL
SCHV

Plancorp LLC’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Plancorp LLC’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 		$7.37M Buy
215,406
+195,324
+973% +$6.43M 0.18% 58
2026
Q1 		$632K Sell
20,082
-2,953
-13% -$92K 0.02% 201
2025
Q4 		$682K Sell
23,035
-87
-0.4% -$2.54K 0.02% 187
2025
Q3 		$673K Sell
23,122
-18,004
-44% -$512K 0.02% 196
2025
Q2 		$1.14M Buy
41,126
+18,823
+84% +$495K 0.04% 141
2025
Q1 		$593K Hold
22,303
– – 0.02% 183
2024
Q4 		$581K Sell
22,303
-2
-0% -$54 0.02% 175
2024
Q3 		$598K Hold
22,305
– – 0.02% 167
2024
Q2 		$551K Hold
22,305
– – 0.02% 170
2024
Q1 		$565K Hold
22,305
– – 0.02% 162
2023
Q4 		$521K Sell
22,305
-3
-0% -$66 0.03% 156
2023
Q3 		$479K Buy
22,308
+11,550
+107% +$259K 0.03% 153
2023
Q2 		$241K Hold
10,758
– – 0.01% 220
2023
Q1 		$235K Hold
10,758
– – 0.01% 227
2022
Q4 		$237K Sell
10,758
-2,556
-19% -$55.3K 0.01% 216
2022
Q3 		$260K Hold
13,314
– – 0.02% 197
2022
Q2 		$277K Hold
13,314
– – 0.02% 190
2022
Q1 		$317K Buy
13,314
+57
+0.4% +$1.35K 0.02% 185
2021
Q4 		$324K Buy
13,257
+75
+0.6% +$1.78K 0.02% 188
2021
Q3 		$296K Buy
+13,182
New +$305K 0.02% 184

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

Plancorp LLC's SCHV Position: Q2 2026 in Review

Plancorp LLC increased its Schwab US Large-Cap Value ETF (SCHV) stake by 973% in Q2 2026, buying an estimated $6.43M and bringing the position to 215,406 shares worth $7.37M. The position accounts for 0.18% of the portfolio, ranked #58.

Plancorp LLC first reported a position in SCHV in Q3 2021 and has held it in 20 quarters since. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Plancorp LLC held 215,406 shares of Schwab US Large-Cap Value ETF worth $7.37M as of Q2 2026.
  • Plancorp LLC bought 195,324 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $6.43M.
  • Schwab US Large-Cap Value ETF made up 0.18% of Plancorp LLC's portfolio in Q2 2026, its #58 holding.
  • Plancorp LLC first reported a position in Schwab US Large-Cap Value ETF in Q3 2021 and has held it in 20 quarters since.
  • 991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Plancorp LLC's 13F filing for Q2 2026, filed 14 Jul 2026.