Rockefeller Capital Management
SCHV

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

Rockefeller 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 		$2.11M Buy
60,747
+13,793
+29% +$454K ﹤0.01% 1351
2026
Q1 		$1.43M Sell
46,954
-750
-2% -$23.4K ﹤0.01% 1446
2025
Q4 		$1.41M Sell
47,704
-2,058
-4% -$60.2K ﹤0.01% 1396
2025
Q3 		$1.45M Buy
49,762
+96
+0.2% +$2.73K ﹤0.01% 1278
2025
Q2 		$1.37M Sell
49,666
-666
-1% -$17.5K ﹤0.01% 1226
2025
Q1 		$1.34M Buy
50,332
+9,334
+23% +$251K ﹤0.01% 1182
2024
Q4 		$1.07M Buy
40,998
+6,333
+18% +$171K ﹤0.01% 1225
2024
Q3 		$929K Buy
34,665
+780
+2% +$20K ﹤0.01% 1245
2024
Q2 		$837K Sell
33,885
-12
-0% -$297 ﹤0.01% 1274
2024
Q1 		$859K Buy
+33,897
New +$813K ﹤0.01% 1312
2023
Q4 		– Sell
-36,705
Closed -$789K – 1593
2023
Q3 		$789K Buy
36,705
+3,105
+9% +$69.7K ﹤0.01% 1166
2023
Q2 		$751K Buy
33,600
+1,200
+4% +$26.2K ﹤0.01% 1190
2023
Q1 		$708K Buy
32,400
+1,149
+4% +$25.5K ﹤0.01% 1202
2022
Q4 		$687K Sell
31,251
-639
-2% -$13.8K ﹤0.01% 1149
2022
Q3 		$621K Buy
31,890
+9,060
+40% +$195K ﹤0.01% 1184
2022
Q2 		$474K Buy
22,830
+3,315
+17% +$74.4K ﹤0.01% 1278
2022
Q1 		$464K Buy
19,515
+1,239
+7% +$29.3K ﹤0.01% 1343
2021
Q4 		$446K Buy
18,276
+2,364
+15% +$56K ﹤0.01% 1364
2021
Q3 		$357K Buy
15,912
+1,092
+7% +$25.3K ﹤0.01% 1382
2021
Q2 		$337K Buy
14,820
+10,620
+253% +$241K ﹤0.01% 1336
2021
Q1 		$91K Buy
4,200
+3,954
+1,607% +$82.4K ﹤0.01% 1649
2020
Q4 		$4K Buy
246
+3
+1% +$56 ﹤0.01% 2512
2020
Q3 		$4K Sell
243
-2,727
-92% -$47.7K ﹤0.01% 2299
2020
Q2 		$50K Sell
2,970
-1,263
-30% -$20.6K ﹤0.01% 1410
2020
Q1 		$62K Buy
4,233
+3,789
+853% +$69.5K ﹤0.01% 1175
2019
Q4 		$9K Sell
444
-129
-23% -$2.5K ﹤0.01% 1643
2019
Q3 		$11K Buy
573
+132
+30% +$2.47K ﹤0.01% 1396
2019
Q2 		$8K Buy
441
+207
+88% +$3.83K ﹤0.01% 1327
2019
Q1 		$4K Buy
234
+123
+111% +$2.18K ﹤0.01% 1676
2018
Q4 		$2K Buy
+111
New +$1.96K ﹤0.01% 869

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

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

Rockefeller Capital Management increased its Schwab US Large-Cap Value ETF (SCHV) stake by 29% in Q2 2026, buying an estimated $454K and bringing the position to 60,747 shares worth $2.11M. The position accounts for ﹤0.01% of the portfolio, ranked #1351.

Rockefeller Capital Management first reported a position in SCHV in Q4 2018 and has held it in 30 quarters since. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Rockefeller Capital Management held 60,747 shares of Schwab US Large-Cap Value ETF worth $2.11M as of Q2 2026.
  • Rockefeller Capital Management bought 13,793 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $454K.
  • Schwab US Large-Cap Value ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #1351 holding.
  • Rockefeller Capital Management first reported a position in Schwab US Large-Cap Value ETF in Q4 2018 and has held it in 30 quarters since.
  • 991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.