SI
SCHV

Saxon Interests’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Saxon Interests’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 		$228K Buy
+6,552
New +$216K 0.06% 212

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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

Saxon Interests's SCHV Position: Q2 2026 in Review

Saxon Interests opened a new position in Schwab US Large-Cap Value ETF (SCHV) in Q2 2026: 6,552 shares worth $228K. The stake represents 0.06% of the portfolio and ranks #212 among its holdings.

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

  • Saxon Interests held 6,552 shares of Schwab US Large-Cap Value ETF worth $228K as of Q2 2026.
  • Schwab US Large-Cap Value ETF was a new Saxon Interests position in Q2 2026.
  • Schwab US Large-Cap Value ETF made up 0.06% of Saxon Interests's portfolio in Q2 2026, its #212 holding.
  • 988 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Saxon Interests's 13F filing for Q2 2026, filed 12 Aug 2026.