RC
SCHV

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

Roundview Capital’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 		$2.62M Buy
75,143
+14,839
+25% +$489K 0.14% 134
2026
Q1 		$1.84M Buy
60,304
+53,290
+760% +$1.66M 0.11% 159
2025
Q4 		$208K Buy
+7,014
New +$205K 0.01% 323
2025
Q2 		– Sell
-15,516
Closed -$412K – 332
2025
Q1 		$412K Hold
15,516
– – 0.03% 268
2024
Q4 		$405K Hold
15,516
– – 0.03% 283
2024
Q3 		$416K Hold
15,516
– – 0.03% 285
2024
Q2 		$383K Sell
15,516
-60
-0.4% -$1.48K 0.03% 275
2024
Q1 		$394K Sell
15,576
-1,143
-7% -$27.4K 0.03% 272
2023
Q4 		$391K Sell
16,719
-51
-0.3% -$1.11K 0.04% 265
2023
Q3 		$360K Sell
16,770
-2,934
-15% -$65.9K 0.04% 258
2023
Q2 		$441K Sell
19,704
-1,569
-7% -$34.3K 0.04% 246
2023
Q1 		$465K Buy
21,273
+159
+0.8% +$3.53K 0.05% 244
2022
Q4 		$465K Hold
21,114
– – 0.05% 232
2022
Q3 		$412K Hold
21,114
– – 0.05% 225
2022
Q2 		$439K Sell
21,114
-414
-2% -$9.29K 0.05% 223
2022
Q1 		$512K Hold
21,528
– – 0.05% 224
2021
Q4 		$525K Hold
21,528
– – 0.05% 235
2021
Q3 		$484K Sell
21,528
-480
-2% -$11.1K 0.05% 233
2021
Q2 		$502K Hold
22,008
– – 0.06% 226
2021
Q1 		$479K Hold
22,008
– – 0.06% 224
2020
Q4 		$437K Buy
22,008
+10,002
+83% +$187K 0.06% 207
2020
Q3 		$209K Hold
12,006
– – 0.03% 233
2020
Q2 		$201K Buy
+12,006
New +$196K 0.03% 231
2020
Q1 		– Sell
-14,691
Closed -$294K – 229
2019
Q4 		$294K Hold
14,691
– – 0.06% 204
2019
Q3 		$278K Hold
14,691
– – 0.06% 201
2019
Q2 		$275K Sell
14,691
-48
-0.3% -$887 0.06% 199
2019
Q1 		$269K Sell
14,739
-1,872
-11% -$33.2K 0.06% 198
2018
Q4 		$273K Sell
16,611
-315
-2% -$5.57K 0.08% 182
2018
Q3 		$316K Hold
16,926
– – 0.08% 191
2018
Q2 		$300K Hold
16,926
– – 0.08% 193
2018
Q1 		$298K Sell
16,926
-735
-4% -$13.5K 0.08% 183
2017
Q4 		$322K Hold
17,661
– – 0.08% 188
2017
Q3 		$305K Sell
17,661
-2,055
-10% -$34.8K 0.09% 182
2017
Q2 		$330K Sell
19,716
-2,928
-13% -$48.7K 0.1% 180
2017
Q1 		$375K Sell
22,644
-1,530
-6% -$25.1K 0.12% 161
2016
Q4 		$388K Buy
24,174
+147
+0.6% +$2.28K 0.12% 158
2016
Q3 		$365K Sell
24,027
-2,670
-10% -$40.7K 0.13% 157
2016
Q2 		$399K Hold
26,697
– – 0.15% 143
2016
Q1 		$384K Buy
26,697
+702
+3% +$9.61K 0.14% 141
2015
Q4 		$368K Sell
25,995
-480
-2% -$6.82K 0.15% 134
2015
Q3 		$351K Buy
26,475
+630
+2% +$8.82K 0.15% 127
2015
Q2 		$371K Buy
25,845
+33
+0.1% +$486 0.14% 122
2015
Q1 		$372K Hold
25,812
– – 0.15% 120
2014
Q4 		$379K Buy
25,812
+1,671
+7% +$24.1K 0.16% 117
2014
Q3 		$343K Hold
24,141
– – 0.15% 102
2014
Q2 		$345K Sell
24,141
-300
-1% -$4.18K 0.14% 124
2014
Q1 		$336K Buy
+24,441
New +$328K 0.16% 104

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

Roundview Capital's SCHV Position: Q2 2026 in Review

Roundview Capital increased its Schwab US Large-Cap Value ETF (SCHV) stake by 25% in Q2 2026, buying an estimated $489K and bringing the position to 75,143 shares worth $2.62M. The position accounts for 0.14% of the portfolio, ranked #134.

Roundview Capital first reported a position in SCHV in Q1 2014 and has held it in 47 quarters since. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Roundview Capital held 75,143 shares of Schwab US Large-Cap Value ETF worth $2.62M as of Q2 2026.
  • Roundview Capital bought 14,839 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $489K.
  • Schwab US Large-Cap Value ETF made up 0.14% of Roundview Capital's portfolio in Q2 2026, its #134 holding.
  • Roundview Capital first reported a position in Schwab US Large-Cap Value ETF in Q1 2014 and has held it in 47 quarters since.
  • 991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Roundview Capital's 13F filing for Q2 2026, filed 30 Jul 2026.