SPI
SCHV

Santori & Peters Inc’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Santori & Peters Inc’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 		$1.46M Buy
41,835
+36
+0.1% +$1.19K 0.41% 21
2026
Q1 		$1.27M Buy
41,799
+14,037
+51% +$437K 0.4% 23
2025
Q4 		$822K Buy
27,762
+43
+0.2% +$1.26K 0.28% 31
2025
Q3 		$807K Sell
27,719
-4,785
-15% -$136K 0.29% 32
2025
Q2 		$899K Buy
32,504
+45
+0.1% +$1.18K 0.33% 29
2025
Q1 		$863K Sell
32,459
-5,123
-14% -$137K 0.35% 28
2024
Q4 		$980K Sell
37,582
-560
-1% -$15.1K 0.38% 28
2024
Q3 		$1.02M Sell
38,142
-247,959
-87% -$6.37M 0.41% 28
2024
Q2 		$7.06M Sell
286,101
-1,089
-0.4% -$26.9K 3.02% 6
2024
Q1 		$7.27M Sell
287,190
-582
-0.2% -$14K 3.14% 6
2023
Q4 		$6.72M Buy
287,772
+2,058
+0.7% +$45K 3.2% 6
2023
Q3 		$6.14M Sell
285,714
-2,172
-0.8% -$48.8K 3.3% 6
2023
Q2 		$6.44M Sell
287,886
-4,944
-2% -$108K 3.23% 6
2023
Q1 		$6.4M Sell
292,830
-3,300
-1% -$73.3K 3.45% 5
2022
Q4 		$6.52M Sell
296,130
-1,806
-0.6% -$39.1K 3.82% 5
2022
Q3 		$5.81M Buy
297,936
+765
+0.3% +$16.5K 3.91% 5
2022
Q2 		$6.18M Buy
297,171
+234,375
+373% +$5.26M 3.99% 5
2022
Q1 		$1.49M Sell
62,796
-252
-0.4% -$5.97K 0.84% 16
2021
Q4 		$1.54M Buy
63,048
+1,041
+2% +$24.7K 0.81% 15
2021
Q3 		$1.39M Buy
62,007
+639
+1% +$14.8K 0.79% 14
2021
Q2 		$1.4M Buy
61,368
+2,124
+4% +$48.2K 0.79% 15
2021
Q1 		$1.29M Buy
59,244
+2,976
+5% +$62K 0.77% 15
2020
Q4 		$1.14M Buy
56,268
+225
+0.4% +$4.21K 0.64% 15
2020
Q3 		$974K Buy
56,043
+4,491
+9% +$78.5K 0.65% 18
2020
Q2 		$861K Buy
51,552
+1,809
+4% +$29.5K 0.66% 19
2020
Q1 		$734K Sell
49,743
-5,118
-9% -$93.8K 0.64% 17
2019
Q4 		$1.1M Sell
54,861
-2,007
-4% -$38.9K 0.72% 19
2019
Q3 		$1.07M Sell
56,868
-5,514
-9% -$103K 0.78% 17
2019
Q2 		$1.17M Sell
62,382
-29,124
-32% -$538K 0.85% 16
2019
Q1 		$1.67M Buy
91,506
+6,045
+7% +$107K 1.39% 12
2018
Q4 		$1.4M Buy
85,461
+723
+0.9% +$12.8K 1.25% 12
2018
Q3 		$1.58M Sell
84,738
-77,208
-48% -$1.43M 1.23% 12
2018
Q2 		$2.87M Buy
161,946
+99,057
+158% +$1.77M 2.52% 5
2018
Q1 		$1.11M Buy
62,889
+7,437
+13% +$136K 1.01% 13
2017
Q4 		$977K Buy
+55,452
New +$987K 0.88% 15

Other funds holding SCHV

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
RRWA
Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
SWRP
Summit Wealth & Retirement Planning San Ramon, California $472M AUM 25.49% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Santori & Peters Inc's SCHV Position: Q2 2026 in Review

Santori & Peters Inc increased its Schwab US Large-Cap Value ETF (SCHV) stake by 0.09% in Q2 2026, buying an estimated $1.19K and bringing the position to 41,835 shares worth $1.46M. The position accounts for 0.41% of the portfolio, ranked #21.

Santori & Peters Inc first reported a position in SCHV in Q4 2017 and has held it in 35 quarters since. The position peaked at $7.27M in Q1 2024. 485 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Santori & Peters Inc held 41,835 shares of Schwab US Large-Cap Value ETF worth $1.46M as of Q2 2026.
  • Santori & Peters Inc bought 36 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $1.19K.
  • Schwab US Large-Cap Value ETF made up 0.41% of Santori & Peters Inc's portfolio in Q2 2026, its #21 holding.
  • Santori & Peters Inc first reported a position in Schwab US Large-Cap Value ETF in Q4 2017 and has held it in 35 quarters since.
  • Santori & Peters Inc's Schwab US Large-Cap Value ETF position peaked at $7.27M in Q1 2024.
  • 485 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Santori & Peters Inc's 13F filing for Q2 2026, filed 24 Jul 2026.