SIA
SCHV

SeaBridge Investment Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

SeaBridge Investment Advisors’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 		$384K Hold
11,040
– – 0.06% 151
2026
Q1 		$337K Hold
11,040
– – 0.06% 153
2025
Q4 		$327K Hold
11,040
– – 0.05% 161
2025
Q3 		$321K Hold
11,040
– – 0.05% 165
2025
Q2 		$305K Hold
11,040
– – 0.06% 168
2025
Q1 		$293K Hold
11,040
– – 0.06% 167
2024
Q4 		$288K Buy
11,040
+1,170
+12% +$31.6K 0.06% 175
2024
Q3 		$264K Hold
9,870
– – 0.06% 139
2024
Q2 		$244K Hold
9,870
– – 0.06% 135
2024
Q1 		$250K Hold
9,870
– – 0.07% 134
2023
Q4 		$231K Hold
9,870
– – 0.07% 141
2023
Q3 		$212K Hold
9,870
– – 0.07% 127
2023
Q2 		$221K Hold
9,870
– – 0.07% 122
2023
Q1 		$216K Hold
9,870
– – 0.08% 122
2022
Q4 		$217K Buy
+9,870
New +$214K 0.08% 121

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

SeaBridge Investment Advisors's SCHV Position: Q2 2026 in Review

SeaBridge Investment Advisors held its Schwab US Large-Cap Value ETF (SCHV) position steady in Q2 2026 at 11,040 shares worth $384K. The position accounts for 0.06% of the portfolio, ranked #151.

SeaBridge Investment Advisors first reported a position in SCHV in Q4 2022 and has held it in 15 quarters since. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • SeaBridge Investment Advisors held 11,040 shares of Schwab US Large-Cap Value ETF worth $384K as of Q2 2026.
  • SeaBridge Investment Advisors left its Schwab US Large-Cap Value ETF share count unchanged in Q2 2026.
  • Schwab US Large-Cap Value ETF made up 0.06% of SeaBridge Investment Advisors's portfolio in Q2 2026, its #151 holding.
  • SeaBridge Investment Advisors first reported a position in Schwab US Large-Cap Value ETF in Q4 2022 and has held it in 15 quarters since.
  • 991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on SeaBridge Investment Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.