SC
SCHV

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

Schoolcraft 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 		$426K Sell
13,958
-66
-0.5% -$2.06K 0.08% 53
2025
Q4 		$415K Hold
14,024
– – 0.08% 52
2025
Q3 		$408K Hold
14,024
– – 0.08% 52
2025
Q2 		$388K Sell
14,024
-620
-4% -$16.3K 0.08% 54
2025
Q1 		$389K Sell
14,644
-484
-3% -$13K 0.08% 58
2024
Q4 		$394K Sell
15,128
-10
-0.1% -$270 0.08% 58
2024
Q3 		$406K Hold
15,138
– – 0.08% 56
2024
Q2 		$374K Buy
15,138
+5,994
+66% +$148K 0.08% 56
2024
Q1 		$232K Hold
9,144
– – 0.05% 61
2023
Q4 		$214K Sell
9,144
-195
-2% -$4.26K 0.05% 64
2023
Q3 		$201K Sell
9,339
-216
-2% -$4.85K 0.06% 75
2023
Q2 		$214K Sell
9,555
-12
-0.1% -$262 0.06% 75
2023
Q1 		$209K Sell
9,567
-132
-1% -$2.93K 0.06% 60
2022
Q4 		$213K Buy
+9,699
New +$210K 0.07% 57
2022
Q3 		– Sell
-10,017
Closed -$208K – 56
2022
Q2 		$208K Buy
10,017
+54
+0.5% +$1.21K 0.07% 49
2022
Q1 		$237K Buy
9,963
+24
+0.2% +$568 0.07% 51
2021
Q4 		$243K Buy
9,939
+603
+6% +$14.3K 0.07% 50
2021
Q3 		$210K Sell
9,336
-63
-0.7% -$1.46K 0.07% 50
2021
Q2 		$214K Buy
9,399
+3
+0% +$68 0.08% 52
2021
Q1 		$204K Buy
+9,396
New +$196K 0.08% 50

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 $11.5B AUM 18.82% 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 $4.02B AUM 20% 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

Schoolcraft Capital's SCHV Position: Q1 2026 in Review

Schoolcraft Capital reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 0.47% in Q1 2026, selling an estimated $2.06K and leaving 13,958 shares worth $426K. The position accounts for 0.08% of the portfolio, ranked #53.

Schoolcraft Capital first reported a position in SCHV in Q1 2021 and has held it in 20 quarters since. 964 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

  • Schoolcraft Capital held 13,958 shares of Schwab US Large-Cap Value ETF worth $426K as of Q1 2026.
  • Schoolcraft Capital sold 66 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $2.06K.
  • Schwab US Large-Cap Value ETF made up 0.08% of Schoolcraft Capital's portfolio in Q1 2026, its #53 holding.
  • Schoolcraft Capital first reported a position in Schwab US Large-Cap Value ETF in Q1 2021 and has held it in 20 quarters since.
  • 964 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

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