Security National Bank of So Dak’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Security National Bank of So Dak’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	$265K	Hold	8,691	–	–	0.13%	110
2025 Q4	$257K	Sell	8,691 -90	-1%	-$2.63K	0.13%	103
2025 Q3	$256K	Sell	8,781 -69	-0.8%	-$1.96K	0.13%	98
2025 Q2	$245K	Hold	8,850	–	–	0.13%	102
2025 Q1	$235K	Sell	8,850 -33	-0.4%	-$886	0.13%	104
2024 Q4	$232K	Hold	8,883	–	–	0.13%	100
2024 Q3	$238K	Hold	8,883	–	–	0.13%	94
2024 Q2	$219K	Hold	8,883	–	–	0.13%	93
2024 Q1	$225K	Hold	8,883	–	–	0.14%	95
2023 Q4	$208K	Buy	+8,883	New	+$194K	0.14%	95
2022 Q2	–	Sell	-8,883	Closed	-$211K	–	102
2022 Q1	$211K	Hold	8,883	–	–	0.15%	95
2021 Q4	$217K	Buy	+8,883	New	+$210K	0.15%	102
2021 Q2	–	Sell	-11,742	Closed	-$256K	–	109
2021 Q1	$256K	Hold	11,742	–	–	0.21%	82
2020 Q4	$233K	Hold	11,742	–	–	0.21%	81
2020 Q3	$204K	Buy	+11,742	New	+$205K	0.21%	81
2020 Q2	–	Sell	-15,897	Closed	-$235K	–	79
2020 Q1	$235K	Hold	15,897	–	–	0.31%	62
2019 Q4	$319K	Buy	15,897 +4,509	+40%	+$87.4K	0.32%	64
2019 Q3	$215K	Hold	11,388	–	–	0.25%	76
2019 Q2	$213K	Hold	11,388	–	–	0.25%	74
2019 Q1	$208K	Buy	+11,388	New	+$202K	0.26%	76
2017 Q3	–	Sell	-12,609	Closed	-$211K	–	91
2017 Q2	$211K	Hold	12,609	–	–	0.25%	85
2017 Q1	$209K	Hold	12,609	–	–	0.25%	83
2016 Q4	$202K	Buy	+12,609	New	+$195K	0.25%	82

Other funds holding SCHV

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Security National Bank of So Dak's SCHV Position: Q1 2026 in Review

Security National Bank of So Dak held its Schwab US Large-Cap Value ETF (SCHV) position steady in Q1 2026 at 8,691 shares worth $265K. The position accounts for 0.13% of the portfolio, ranked #110.

Security National Bank of So Dak first reported a position in SCHV in Q4 2016 and has held it in 23 quarters since. The position peaked at $319K in Q4 2019. 970 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

Security National Bank of So Dak held 8,691 shares of Schwab US Large-Cap Value ETF worth $265K as of Q1 2026.
Security National Bank of So Dak left its Schwab US Large-Cap Value ETF share count unchanged in Q1 2026.
Schwab US Large-Cap Value ETF made up 0.13% of Security National Bank of So Dak's portfolio in Q1 2026, its #110 holding.
Security National Bank of So Dak first reported a position in Schwab US Large-Cap Value ETF in Q4 2016 and has held it in 23 quarters since.
Security National Bank of So Dak's Schwab US Large-Cap Value ETF position peaked at $319K in Q4 2019.
970 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

Based on Security National Bank of So Dak's 13F filing for Q1 2026, filed 15 May 2026.