Qube Research & Technologies (QRT)
SCHV

Qube Research & Technologies (QRT)’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Qube Research & Technologies (QRT)’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
Q1 		$203K Sell
6,642
-21,411
-76% -$667K ﹤0.01% 2949
2025
Q4 		$831K Buy
28,053
+23,942
+582% +$700K ﹤0.01% 2633
2025
Q3 		$120K Sell
4,111
-8,431
-67% -$240K ﹤0.01% 3032
2025
Q2 		$347K Buy
12,542
+12,096
+2,712% +$318K ﹤0.01% 2789
2025
Q1 		$11.9K Sell
446
-10,956
-96% -$294K ﹤0.01% 3265
2024
Q4 		$297K Sell
11,402
-736
-6% -$19.9K ﹤0.01% 2721
2024
Q3 		$325K Buy
12,138
+4,920
+68% +$126K ﹤0.01% 2402
2024
Q2 		$178K Sell
7,218
-2,037
-22% -$50.3K ﹤0.01% 2459
2024
Q1 		$234K Buy
9,255
+7,794
+533% +$187K ﹤0.01% 2944
2023
Q4 		$34.1K Sell
1,461
-8,319
-85% -$182K ﹤0.01% 3392
2023
Q3 		$210K Buy
9,780
+9,105
+1,349% +$204K ﹤0.01% 2388
2023
Q2 		$13K Sell
675
-843
-56% -$18.4K ﹤0.01% 2197
2023
Q1 		$33.2K Sell
1,518
-13,425
-90% -$298K ﹤0.01% 2260
2022
Q4 		$329K Buy
14,943
+1,710
+13% +$37K ﹤0.01% 1625
2022
Q3 		$258K Buy
13,233
+5,760
+77% +$124K ﹤0.01% 1682
2022
Q2 		$155K Sell
7,473
-2,253
-23% -$50.6K ﹤0.01% 1798
2022
Q1 		$231K Buy
+9,726
New +$230K ﹤0.01% 1894
2021
Q4 		– Sell
-852
Closed -$19K – 2916
2021
Q3 		$19K Sell
852
-4,572
-84% -$106K ﹤0.01% 1980
2021
Q2 		$124K Buy
+5,424
New +$123K ﹤0.01% 1902

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Qube Research & Technologies (QRT)'s SCHV Position: Q1 2026 in Review

Qube Research & Technologies (QRT) reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 76% in Q1 2026, selling an estimated $667K and leaving 6,642 shares worth $203K. The position accounts for ﹤0.01% of the portfolio, ranked #2949.

Qube Research & Technologies (QRT) first reported a position in SCHV in Q2 2021 and has held it in 19 quarters since. The position peaked at $831K in Q4 2025. 962 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

  • Qube Research & Technologies (QRT) held 6,642 shares of Schwab US Large-Cap Value ETF worth $203K as of Q1 2026.
  • Qube Research & Technologies (QRT) sold 21,411 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $667K.
  • Schwab US Large-Cap Value ETF made up ﹤0.01% of Qube Research & Technologies (QRT)'s portfolio in Q1 2026, its #2949 holding.
  • Qube Research & Technologies (QRT) first reported a position in Schwab US Large-Cap Value ETF in Q2 2021 and has held it in 19 quarters since.
  • Qube Research & Technologies (QRT)'s Schwab US Large-Cap Value ETF position peaked at $831K in Q4 2025.
  • 962 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

Based on Qube Research & Technologies (QRT)'s 13F filing for Q1 2026, filed 15 May 2026.