SC
SCHV

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

Savant 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
Q1 		$94.8M Sell
3,109,373
-80,869
-3% -$2.52M 0.46% 33
2025
Q4 		$94.5M Sell
3,190,242
-157,725
-5% -$4.61M 0.54% 30
2025
Q3 		$97.5M Buy
3,347,967
+131,644
+4% +$3.74M 0.59% 32
2025
Q2 		$89M Sell
3,216,323
-52,959
-2% -$1.39M 0.64% 29
2025
Q1 		$86.9M Sell
3,269,282
-187,324
-5% -$5.03M 0.74% 25
2024
Q4 		$90.1M Sell
3,456,606
-152,421
-4% -$4.11M 0.71% 25
2024
Q3 		$96.7M Sell
3,609,027
-147,177
-4% -$3.78M 0.8% 21
2024
Q2 		$92.8M Sell
3,756,204
-125,712
-3% -$3.11M 0.93% 18
2024
Q1 		$98.3M Sell
3,881,916
-110,256
-3% -$2.64M 1.13% 15
2023
Q4 		$93.3M Sell
3,992,172
-189,444
-5% -$4.14M 1.2% 15
2023
Q3 		$89.8M Sell
4,181,616
-126,171
-3% -$2.83M 1.34% 15
2023
Q2 		$96.3M Sell
4,307,787
-151,749
-3% -$3.31M 1.51% 14
2023
Q1 		$97.5M Sell
4,459,536
-150,522
-3% -$3.35M 1.82% 12
2022
Q4 		$101M Buy
4,610,058
+818,826
+22% +$17.7M 2.48% 10
2022
Q3 		$73.9M Buy
3,791,232
+128,373
+4% +$2.76M 2.3% 11
2022
Q2 		$76.2M Buy
3,662,859
+846,576
+30% +$19M 2.31% 11
2022
Q1 		$67M Buy
2,816,283
+188,379
+7% +$4.46M 2.2% 11
2021
Q4 		$64.1M Buy
2,627,904
+188,946
+8% +$4.48M 2.07% 11
2021
Q3 		$54.9M Buy
2,438,958
+713,937
+41% +$16.5M 2% 13
2021
Q2 		$39.3M Buy
1,725,021
+209,592
+14% +$4.75M 1.59% 13
2021
Q1 		$33M Buy
1,515,429
+233,607
+18% +$4.87M 1.77% 13
2020
Q4 		$25.4M Buy
1,281,822
+236,493
+23% +$4.42M 1.48% 14
2020
Q3 		$18.2M Buy
1,045,329
+350,211
+50% +$6.12M 1.24% 15
2020
Q2 		$11.6M Buy
695,118
+139,710
+25% +$2.28M 0.88% 26
2020
Q1 		$8.2M Buy
555,408
+264,435
+91% +$4.85M 0.78% 27
2019
Q4 		$5.83M Buy
290,973
+104,097
+56% +$2.02M 0.72% 31
2019
Q3 		$3.53M Buy
186,876
+8,418
+5% +$158K 0.49% 49
2019
Q2 		$3.34M Buy
178,458
+3,084
+2% +$57K 0.47% 49
2019
Q1 		$3.2M Buy
175,374
+3,390
+2% +$60.2K 0.6% 42
2018
Q4 		$2.83M Sell
171,984
-312
-0.2% -$5.52K 0.59% 45
2018
Q3 		$3.22M Buy
172,296
+1,413
+0.8% +$26.2K 0.58% 38
2018
Q2 		$3.03M Buy
170,883
+8,772
+5% +$157K 0.65% 30
2018
Q1 		$2.85M Buy
162,111
+7,425
+5% +$136K 0.6% 31
2017
Q4 		$2.82M Buy
154,686
+9,852
+7% +$175K 0.59% 33
2017
Q3 		$2.5M Buy
144,834
+7,779
+6% +$132K 0.56% 33
2017
Q2 		$2.29M Buy
137,055
+4,143
+3% +$68.9K 0.54% 34
2017
Q1 		$2.2M Buy
132,912
+65,082
+96% +$1.07M 0.54% 36
2016
Q4 		$1.09M Buy
67,830
+2,145
+3% +$33.2K 0.29% 60
2016
Q3 		$998K Buy
65,685
+2,697
+4% +$41.1K 0.27% 61
2016
Q2 		$940K Buy
62,988
+3,621
+6% +$53K 0.27% 61
2016
Q1 		$855K Buy
59,367
+6,924
+13% +$94.8K 0.26% 66
2015
Q4 		$742K Sell
52,443
-11,415
-18% -$162K 0.23% 72
2015
Q3 		$848K Buy
63,858
+9
+0% +$126 0.3% 56
2015
Q2 		$916K Buy
63,849
+12,603
+25% +$185K 0.31% 57
2015
Q1 		$739K Buy
51,246
+19,362
+61% +$282K 0.26% 70
2014
Q4 		$469K Buy
31,884
+9,558
+43% +$138K 0.18% 102
2014
Q3 		$317K Buy
+22,326
New +$320K 0.13% 125

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

Savant Capital's SCHV Position: Q1 2026 in Review

Savant Capital reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 2.5% in Q1 2026, selling an estimated $2.52M and leaving 3,109,373 shares worth $94.8M. The position accounts for 0.46% of the portfolio, ranked #33.

Savant Capital first reported a position in SCHV in Q3 2014 and has held it in 47 quarters since. The position peaked at $101M in Q4 2022. 962 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

  • Savant Capital held 3,109,373 shares of Schwab US Large-Cap Value ETF worth $94.8M as of Q1 2026.
  • Savant Capital sold 80,869 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $2.52M.
  • Schwab US Large-Cap Value ETF made up 0.46% of Savant Capital's portfolio in Q1 2026, its #33 holding.
  • Savant Capital first reported a position in Schwab US Large-Cap Value ETF in Q3 2014 and has held it in 47 quarters since.
  • Savant Capital's Schwab US Large-Cap Value ETF position peaked at $101M in Q4 2022.
  • 962 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

Based on Savant Capital's 13F filing for Q1 2026, filed 4 May 2026.