SF
SCHV

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
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

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
RRWA
Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
SWRP
Summit Wealth & Retirement Planning San Ramon, California $472M AUM 25.49% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Seek First's SCHV Position: Q2 2026 in Review

Seek First increased its Schwab US Large-Cap Value ETF (SCHV) stake by 1.7% in Q2 2026, buying an estimated $322K and bringing the position to 589,947 shares worth $20.5M. The position accounts for 12.97% of the portfolio, ranked #3.

Seek First first reported a position in SCHV in Q1 2025 and has held it in 6 quarters since. 502 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Seek First held 589,947 shares of Schwab US Large-Cap Value ETF worth $20.5M as of Q2 2026.
  • Seek First bought 9,776 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $322K.
  • Schwab US Large-Cap Value ETF made up 12.97% of Seek First's portfolio in Q2 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 6 quarters since.
  • 502 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Seek First's 13F filing for Q2 2026, filed 28 Jul 2026.