Seek First’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Seek First’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 Q3	$20.2M	Buy	605,994 +16,047	+3%	+$552K	13%	3
2026 Q2	$20.5M	Buy	589,947 +9,776	+2%	+$322K	12.97%	3
2026 Q1	$17.7M	Buy	580,171 +39,297	+7%	+$1.22M	12.47%	3
2025 Q4	$16M	Buy	540,874 +7,970	+1%	+$233K	11.04%	3
2025 Q3	$15.5M	Buy	532,904 +14,773	+3%	+$420K	11.16%	3
2025 Q2	$14.3M	Buy	518,131 +34,193	+7%	+$899K	11.61%	3
2025 Q1	$12.9M	Buy	+483,938	New	+$13M	11.42%	3

Other funds holding SCHV

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return

Mokosak Advisory Group Urbandale, Iowa $454M AUM 14.41% 1-Year Est. Return

Rainey & Randall Wealth Advisors Celebration, Florida $698M AUM 11.67% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

Black Diamond Financial Towson, Maryland $1.18B AUM 15.24% 1-Year Est. Return

Seek First's SCHV Position: Q3 2026 in Review

Seek First increased its Schwab US Large-Cap Value ETF (SCHV) stake by 2.7% in Q3 2026, buying an estimated $552K and bringing the position to 605,994 shares worth $20.2M. The position accounts for 13% of the portfolio, ranked #3.

Seek First first reported a position in SCHV in Q1 2025 and has held it in 7 quarters since. The position peaked at $20.5M in Q2 2026. 462 funds tracked by Wall St. Rank hold SCHV as of Q3 2026.

Seek First held 605,994 shares of Schwab US Large-Cap Value ETF worth $20.2M as of Q3 2026.
Seek First bought 16,047 Schwab US Large-Cap Value ETF shares in Q3 2026, an estimated $552K.
Schwab US Large-Cap Value ETF made up 13% of Seek First's portfolio in Q3 2026, its #3 holding.
Seek First first reported a position in Schwab US Large-Cap Value ETF in Q1 2025 and has held it in 7 quarters since.
Seek First's Schwab US Large-Cap Value ETF position peaked at $20.5M in Q2 2026.
462 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2026.

Based on Seek First's 13F filing for Q3 2026, filed 27 Oct 2026.