SCM
SCHV

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

SCS 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 		$461K Buy
13,238
+4
+0% +$132 ﹤0.01% 369
2026
Q1 		$404K Sell
13,234
-24,238
-65% -$755K ﹤0.01% 372
2025
Q4 		$1.11M Sell
37,472
-21,457
-36% -$627K 0.01% 270
2025
Q3 		$1.72M Sell
58,929
-6,236
-10% -$177K 0.02% 227
2025
Q2 		$1.8M Sell
65,165
-50,574
-44% -$1.33M 0.02% 231
2025
Q1 		$3.08M Buy
+115,739
New +$3.11M 0.04% 155

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

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

SCS Capital Management increased its Schwab US Large-Cap Value ETF (SCHV) stake by 0.03% in Q2 2026, buying an estimated $132 and bringing the position to 13,238 shares worth $461K. The position accounts for ﹤0.01% of the portfolio, ranked #369.

SCS Capital Management first reported a position in SCHV in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.08M in Q1 2025. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • SCS Capital Management held 13,238 shares of Schwab US Large-Cap Value ETF worth $461K as of Q2 2026.
  • SCS Capital Management bought 4 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $132.
  • Schwab US Large-Cap Value ETF made up ﹤0.01% of SCS Capital Management's portfolio in Q2 2026, its #369 holding.
  • SCS Capital Management first reported a position in Schwab US Large-Cap Value ETF in Q1 2025 and has held it in 6 quarters since.
  • SCS Capital Management's Schwab US Large-Cap Value ETF position peaked at $3.08M in Q1 2025.
  • 991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on SCS Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.