SWM
SCHV

SeaCrest Wealth Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

SeaCrest Wealth 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 		$4.95M Sell
142,065
-2,181
-2% -$71.8K 0.55% 34
2026
Q1 		$4.4M Sell
144,246
-16,567
-10% -$516K 0.47% 36
2025
Q4 		$4.85M Sell
160,813
-2,306
-1% -$67.4K 0.49% 33
2025
Q3 		$4.76M Sell
163,119
-7,380
-4% -$210K 0.5% 30
2025
Q2 		$4.72M Sell
170,499
-130
-0.1% -$3.42K 0.51% 27
2025
Q1 		$4.54M Sell
170,629
-3,381
-2% -$90.7K 0.51% 27
2024
Q4 		$4.54M Sell
174,010
-6,686
-4% -$181K 0.48% 28
2024
Q3 		$4.84M Buy
180,696
+960
+0.5% +$24.7K 0.52% 26
2024
Q2 		$4.44M Buy
179,736
+7,821
+5% +$193K 0.51% 27
2024
Q1 		$4.35M Sell
171,915
-4,788
-3% -$115K 0.53% 30
2023
Q4 		$4.11M Sell
176,703
-23,145
-12% -$506K 0.51% 33
2023
Q3 		$4.29M Buy
199,848
+1,320
+0.7% +$29.6K 0.56% 30
2023
Q2 		$4.44M Sell
198,528
-5,193
-3% -$113K 0.56% 29
2023
Q1 		$4.45M Sell
203,721
-5,496
-3% -$122K 0.6% 27
2022
Q4 		$4.6M Sell
209,217
-5,742
-3% -$124K 0.66% 27
2022
Q3 		$4.19M Buy
214,959
+1,869
+0.9% +$40.2K 0.64% 28
2022
Q2 		$4.43M Buy
213,090
+669
+0.3% +$15K 0.56% 28
2022
Q1 		$5.05M Sell
212,421
-2,808
-1% -$66.5K 0.58% 29
2021
Q4 		$5.25M Sell
215,229
-10,599
-5% -$251K 0.58% 28
2021
Q3 		$5.08M Sell
225,828
-3,138
-1% -$72.6K 0.61% 30
2021
Q2 		$5.22M Sell
228,966
-2,526
-1% -$57.3K 0.63% 27
2021
Q1 		$5.04M Sell
231,492
-1,932
-0.8% -$40.2K 0.67% 25
2020
Q4 		$4.63M Sell
233,424
-2,115
-0.9% -$39.5K 0.65% 27
2020
Q3 		$4.1M Buy
235,539
+12,852
+6% +$225K 0.66% 27
2020
Q2 		$3.72M Buy
222,687
+39,090
+21% +$638K 0.64% 28
2020
Q1 		$2.71M Sell
183,597
-21,855
-11% -$401K 0.58% 37
2019
Q4 		$4.12M Buy
205,452
+3,993
+2% +$77.4K 0.69% 26
2019
Q3 		$3.81M Sell
201,459
-969
-0.5% -$18.1K 0.71% 20
2019
Q2 		$3.79M Sell
202,428
-31,062
-13% -$574K 0.77% 23
2019
Q1 		$4.26M Sell
233,490
-12,654
-5% -$225K 0.73% 19
2018
Q4 		$4.04M Buy
246,144
+14,553
+6% +$257K 0.83% 16
2018
Q3 		$4.33M Sell
231,591
-420
-0.2% -$7.79K 0.73% 19
2018
Q2 		$4.11M Sell
232,011
-660
-0.3% -$11.8K 0.74% 17
2018
Q1 		$4.1M Buy
232,671
+3,783
+2% +$69.3K 0.75% 17
2017
Q4 		$4.17M Buy
+228,888
New +$4.07M 0.76% 20

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

SeaCrest Wealth Management's SCHV Position: Q2 2026 in Review

SeaCrest Wealth Management reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 1.5% in Q2 2026, selling an estimated $71.8K and leaving 142,065 shares worth $4.95M. The position accounts for 0.55% of the portfolio, ranked #34.

SeaCrest Wealth Management first reported a position in SCHV in Q4 2017 and has held it in 35 quarters since. The position peaked at $5.25M in Q4 2021. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • SeaCrest Wealth Management held 142,065 shares of Schwab US Large-Cap Value ETF worth $4.95M as of Q2 2026.
  • SeaCrest Wealth Management sold 2,181 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $71.8K.
  • Schwab US Large-Cap Value ETF made up 0.55% of SeaCrest Wealth Management's portfolio in Q2 2026, its #34 holding.
  • SeaCrest Wealth Management first reported a position in Schwab US Large-Cap Value ETF in Q4 2017 and has held it in 35 quarters since.
  • SeaCrest Wealth Management's Schwab US Large-Cap Value ETF position peaked at $5.25M in Q4 2021.
  • 991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on SeaCrest Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.