Sanibel Captiva Trust Company’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Sanibel Captiva Trust Company’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	$419K	Buy	+12,024	New	+$396K	0.01%	355

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APP

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VIA

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MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Sanibel Captiva Trust Company's SCHV Position: Q2 2026 in Review

Sanibel Captiva Trust Company opened a new position in Schwab US Large-Cap Value ETF (SCHV) in Q2 2026: 12,024 shares worth $419K. The stake represents 0.01% of the portfolio and ranks #355 among its holdings.

991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

Sanibel Captiva Trust Company held 12,024 shares of Schwab US Large-Cap Value ETF worth $419K as of Q2 2026.
Schwab US Large-Cap Value ETF was a new Sanibel Captiva Trust Company position in Q2 2026.
Schwab US Large-Cap Value ETF made up 0.01% of Sanibel Captiva Trust Company's portfolio in Q2 2026, its #355 holding.
991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Sanibel Captiva Trust Company's 13F filing for Q2 2026, filed 27 Jul 2026.