SRCM
SCHV

Signature Resources Capital Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Signature Resources Capital Management’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 		$77.5K Hold
2,227
– – 0.03% 115
2026
Q1 		$67.9K Hold
2,227
– – 0.03% 112
2025
Q4 		$65.9K Hold
2,227
– – 0.03% 116
2025
Q3 		$64.8K Hold
2,227
– – 0.04% 115
2025
Q2 		$61.6K Sell
2,227
-2,169
-49% -$57K 0.04% 108
2025
Q1 		$117K Buy
4,396
+1
+0% +$27 0.1% 66
2024
Q4 		$115K Hold
4,395
– – 0.1% 63
2024
Q3 		$118K Hold
4,395
– – 0.11% 58
2024
Q2 		$109K Sell
4,395
-87
-2% -$2.15K 0.09% 67
2024
Q1 		$105K Sell
4,482
-546
-11% -$13.1K 0.1% 65
2023
Q4 		$117K Buy
+5,028
New +$110K 0.11% 62

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
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
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 Resources Capital Management's SCHV Position: Q2 2026 in Review

Signature Resources Capital Management held its Schwab US Large-Cap Value ETF (SCHV) position steady in Q2 2026 at 2,227 shares worth $77.5K. The position accounts for 0.03% of the portfolio, ranked #115.

Signature Resources Capital Management first reported a position in SCHV in Q4 2023 and has held it in 11 quarters since. The position peaked at $118K in Q3 2024. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Signature Resources Capital Management held 2,227 shares of Schwab US Large-Cap Value ETF worth $77.5K as of Q2 2026.
  • Signature Resources Capital Management left its Schwab US Large-Cap Value ETF share count unchanged in Q2 2026.
  • Schwab US Large-Cap Value ETF made up 0.03% of Signature Resources Capital Management's portfolio in Q2 2026, its #115 holding.
  • Signature Resources Capital Management first reported a position in Schwab US Large-Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
  • Signature Resources Capital Management's Schwab US Large-Cap Value ETF position peaked at $118K in Q3 2024.
  • 991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Signature Resources Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.