PGAM
SCHV

Princeton Global Asset Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Princeton Global Asset 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
Q2 		$524K Hold
15,040
– – 0.08% 139
2026
Q1 		$459K Hold
15,040
– – 0.07% 138
2025
Q4 		$445K Sell
15,040
-66
-0.4% -$1.93K 0.07% 142
2025
Q3 		$440K Hold
15,106
– – 0.07% 140
2025
Q2 		$418K Buy
15,106
+1
+0% +$26 0.08% 138
2025
Q1 		$402K Sell
15,105
-1,145
-7% -$30.7K 0.08% 138
2024
Q4 		$424K Sell
16,250
-1
-0% -$27 0.08% 143
2024
Q3 		$435K Buy
16,251
+3
+0% +$77 0.08% 137
2024
Q2 		$401K Hold
16,248
– – 0.09% 124
2024
Q1 		$412K Hold
16,248
– – 0.1% 119
2023
Q4 		$380K Sell
16,248
-141
-0.9% -$3.08K 0.1% 121
2023
Q3 		$352K Sell
16,389
-90
-0.5% -$2.02K 0.1% 118
2023
Q2 		$369K Hold
16,479
– – 0.11% 117
2023
Q1 		$360K Hold
16,479
– – 0.1% 124
2022
Q4 		$363K Sell
16,479
-48
-0.3% -$1.04K 0.12% 116
2022
Q3 		$322K Sell
16,527
-174
-1% -$3.75K 0.11% 121
2022
Q2 		$347K Sell
16,701
-201
-1% -$4.51K 0.11% 124
2022
Q1 		$402K Hold
16,902
– – 0.11% 124
2021
Q4 		$413K Buy
16,902
+3
+0% +$71 0.12% 132
2021
Q3 		$380K Hold
16,899
– – 0.12% 138
2021
Q2 		$385K Sell
16,899
-1,023
-6% -$23.2K 0.12% 137
2021
Q1 		$390K Sell
17,922
-900
-5% -$18.7K 0.13% 134
2020
Q4 		$373K Sell
18,822
-5,592
-23% -$105K 0.13% 130
2020
Q3 		$425K Sell
24,414
-105,171
-81% -$1.84M 0.17% 121
2020
Q2 		$2.16M Sell
129,585
-23,502
-15% -$384K 0.68% 48
2020
Q1 		$2.26M Buy
153,087
+99,657
+187% +$1.83M 1% 26
2019
Q4 		$1.07M Buy
53,430
+3,081
+6% +$59.7K 0.43% 65
2019
Q3 		$938K Sell
50,349
-855
-2% -$16K 0.53% 54
2019
Q2 		$958K Buy
51,204
+3,405
+7% +$62.9K 0.58% 49
2019
Q1 		$872K Buy
47,799
+35,817
+299% +$636K 0.6% 51
2018
Q4 		$197K Buy
+11,982
New +$212K 0.17% 118

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

Princeton Global Asset Management's SCHV Position: Q2 2026 in Review

Princeton Global Asset Management held its Schwab US Large-Cap Value ETF (SCHV) position steady in Q2 2026 at 15,040 shares worth $524K. The position accounts for 0.08% of the portfolio, ranked #139.

Princeton Global Asset Management first reported a position in SCHV in Q4 2018 and has held it in 31 quarters since. The position peaked at $2.26M in Q1 2020. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Princeton Global Asset Management held 15,040 shares of Schwab US Large-Cap Value ETF worth $524K as of Q2 2026.
  • Princeton Global Asset Management left its Schwab US Large-Cap Value ETF share count unchanged in Q2 2026.
  • Schwab US Large-Cap Value ETF made up 0.08% of Princeton Global Asset Management's portfolio in Q2 2026, its #139 holding.
  • Princeton Global Asset Management first reported a position in Schwab US Large-Cap Value ETF in Q4 2018 and has held it in 31 quarters since.
  • Princeton Global Asset Management's Schwab US Large-Cap Value ETF position peaked at $2.26M in Q1 2020.
  • 991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Princeton Global Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.