Shearwater Capital’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Shearwater Capital’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	$348K	Hold	9,992	–	–	0.17%	54
2026 Q1	$305K	Hold	9,992	–	–	0.16%	52
2025 Q4	$296K	Hold	9,992	–	–	0.17%	44
2025 Q3	$291K	Hold	9,992	–	–	0.17%	42
2025 Q2	$276K	Hold	9,992	–	–	0.17%	44
2025 Q1	$266K	Hold	9,992	–	–	0.19%	39
2024 Q4	$260K	Sell	9,992 -1	-0%	-$27	0.18%	42
2024 Q3	$268K	Hold	9,993	–	–	0.18%	41
2024 Q2	$247K	Hold	9,993	–	–	0.18%	40
2024 Q1	$253K	Hold	9,993	–	–	0.19%	40
2023 Q4	$234K	Hold	9,993	–	–	0.19%	39
2023 Q3	$215K	Sell	9,993 -1,092	-10%	-$24.5K	0.19%	38
2023 Q2	$248K	Hold	11,085	–	–	0.22%	38
2023 Q1	$242K	Buy	11,085 +10,158	+1,096%	+$226K	0.23%	37
2022 Q4	$244K	Buy	927 +90	+11%	+$1.95K	0.25%	34
2022 Q3	$216K	Sell	837 -48	-5%	-$1.03K	0.24%	33
2022 Q2	$231K	Sell	885 -108	-11%	-$2.42K	0.25%	31
2022 Q1	$264K	Sell	993 -21	-2%	-$497	0.24%	34
2021 Q4	$271K	Buy	+1,014	New	+$24K	0.23%	32

Other funds holding SCHV

APP

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

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

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

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

Shearwater Capital's SCHV Position: Q2 2026 in Review

Shearwater Capital held its Schwab US Large-Cap Value ETF (SCHV) position steady in Q2 2026 at 9,992 shares worth $348K. The position accounts for 0.17% of the portfolio, ranked #54.

Shearwater Capital first reported a position in SCHV in Q4 2021 and has held it in 19 quarters since. 506 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

Shearwater Capital held 9,992 shares of Schwab US Large-Cap Value ETF worth $348K as of Q2 2026.
Shearwater Capital left its Schwab US Large-Cap Value ETF share count unchanged in Q2 2026.
Schwab US Large-Cap Value ETF made up 0.17% of Shearwater Capital's portfolio in Q2 2026, its #54 holding.
Shearwater Capital first reported a position in Schwab US Large-Cap Value ETF in Q4 2021 and has held it in 19 quarters since.
506 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Shearwater Capital's 13F filing for Q2 2026, filed 8 Jul 2026.