Quartz Partners’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Quartz Partners’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 Q3	$541K	Buy	+16,248	New	+$559K	0.16%	99

Other funds holding SCHV

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return

Mokosak Advisory Group Urbandale, Iowa $454M AUM 14.41% 1-Year Est. Return

Rainey & Randall Wealth Advisors Celebration, Florida $698M AUM 11.67% 1-Year Est. Return

Quartz Partners's SCHV Position: Q3 2026 in Review

Quartz Partners opened a new position in Schwab US Large-Cap Value ETF (SCHV) in Q3 2026: 16,248 shares worth $541K. The stake represents 0.16% of the portfolio and ranks #99 among its holdings.

719 funds tracked by Wall St. Rank hold SCHV as of Q3 2026.

Quartz Partners held 16,248 shares of Schwab US Large-Cap Value ETF worth $541K as of Q3 2026.
Schwab US Large-Cap Value ETF was a new Quartz Partners position in Q3 2026.
Schwab US Large-Cap Value ETF made up 0.16% of Quartz Partners's portfolio in Q3 2026, its #99 holding.
719 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2026.

Based on Quartz Partners's 13F filing for Q3 2026, filed 3 Nov 2026.