SCM
SCHV

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

Saxony Capital Management’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 		– Sell
-6,739
Closed -$206K – 202
2026
Q1 		$206K Buy
+6,739
New +$210K 0.12% 151
2025
Q4 		– Sell
-97,268
Closed -$2.83M – 177
2025
Q3 		$2.83M Buy
97,268
+15,392
+19% +$437K 1.87% 12
2025
Q2 		$2.27M Sell
81,876
-42,032
-34% -$1.1M 1.74% 17
2025
Q1 		$3.29M Buy
+123,908
New +$3.33M 2.89% 6

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

Saxony Capital Management's SCHV Position: Q2 2026 in Review

Saxony Capital Management sold out of Schwab US Large-Cap Value ETF (SCHV) in Q2 2026, closing a stake of 6,739 shares — an estimated $206K sold.

Saxony Capital Management first reported a position in SCHV in Q1 2025 and held it in 4 quarters. The position peaked at $3.29M in Q1 2025. 993 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Saxony Capital Management reported no remaining Schwab US Large-Cap Value ETF position as of Q2 2026 after selling out during the quarter.
  • Saxony Capital Management sold 6,739 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $206K.
  • Saxony Capital Management first reported a position in Schwab US Large-Cap Value ETF in Q1 2025 and held it in 4 quarters.
  • Saxony Capital Management's Schwab US Large-Cap Value ETF position peaked at $3.29M in Q1 2025.
  • 993 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Saxony Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.