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QRG Capital Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

QRG Capital 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 		$254K Buy
+7,287
New +$240K ﹤0.01% 1093
2025
Q3 		– Sell
-8,379
Closed -$232K – 1156
2025
Q2 		$232K Buy
+8,379
New +$220K ﹤0.01% 1032

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

QRG Capital Management's SCHV Position: Q2 2026 in Review

QRG Capital Management opened a new position in Schwab US Large-Cap Value ETF (SCHV) in Q2 2026: 7,287 shares worth $254K. The stake represents ﹤0.01% of the portfolio and ranks #1093 among its holdings. This is a return to the name: QRG Capital Management previously reported a position in SCHV as recently as Q2 2025.

QRG Capital Management first reported a position in SCHV in Q2 2025 and has held it in 2 quarters since. 995 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • QRG Capital Management held 7,287 shares of Schwab US Large-Cap Value ETF worth $254K as of Q2 2026.
  • Schwab US Large-Cap Value ETF was a new QRG Capital Management position in Q2 2026.
  • Schwab US Large-Cap Value ETF made up ﹤0.01% of QRG Capital Management's portfolio in Q2 2026, its #1093 holding.
  • QRG Capital Management first reported a position in Schwab US Large-Cap Value ETF in Q2 2025 and has held it in 2 quarters since.
  • 995 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on QRG Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.