SEP
SCHV

Signature Equity Partners’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Signature Equity Partners’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 		$253K Sell
7,273
-4,992
-41% -$164K 0.12% 164
2026
Q1 		$374K Buy
12,265
+681
+6% +$21.2K 0.2% 109
2025
Q4 		$343K Buy
+11,584
New +$339K 0.19% 111

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APP
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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

Signature Equity Partners's SCHV Position: Q2 2026 in Review

Signature Equity Partners reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 41% in Q2 2026, selling an estimated $164K and leaving 7,273 shares worth $253K. The position accounts for 0.12% of the portfolio, ranked #164.

Signature Equity Partners first reported a position in SCHV in Q4 2025 and has held it in 3 quarters since. The position peaked at $374K in Q1 2026. 990 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Signature Equity Partners held 7,273 shares of Schwab US Large-Cap Value ETF worth $253K as of Q2 2026.
  • Signature Equity Partners sold 4,992 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $164K.
  • Schwab US Large-Cap Value ETF made up 0.12% of Signature Equity Partners's portfolio in Q2 2026, its #164 holding.
  • Signature Equity Partners first reported a position in Schwab US Large-Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
  • Signature Equity Partners's Schwab US Large-Cap Value ETF position peaked at $374K in Q1 2026.
  • 990 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Signature Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.