S
SCHV

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

SignatureFD’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
Q1 		$969K Sell
31,773
-321
-1% -$10K 0.01% 404
2025
Q4 		$950K Sell
32,094
-25,007
-44% -$731K 0.01% 388
2025
Q3 		$1.66M Buy
57,101
+1,770
+3% +$50.3K 0.03% 254
2025
Q2 		$1.53M Buy
55,331
+43
+0.1% +$1.13K 0.03% 258
2025
Q1 		$1.47M Sell
55,288
-4,935
-8% -$132K 0.03% 246
2024
Q4 		$1.57M Sell
60,223
-7,193
-11% -$194K 0.03% 214
2024
Q3 		$1.81M Buy
67,416
+1,044
+2% +$26.8K 0.03% 197
2024
Q2 		$1.64M Hold
66,372
– – 0.03% 200
2024
Q1 		$1.68M Sell
66,372
-8,814
-12% -$211K 0.04% 196
2023
Q4 		$1.76M Buy
75,186
+3,942
+6% +$86.2K 0.04% 178
2023
Q3 		$1.53M Buy
71,244
+3,447
+5% +$77.4K 0.04% 174
2023
Q2 		$1.52M Buy
67,797
+5,619
+9% +$123K 0.04% 173
2023
Q1 		$1.36M Buy
62,178
+33,453
+116% +$743K 0.04% 183
2022
Q4 		$632K Sell
28,725
-252
-0.9% -$5.46K 0.02% 336
2022
Q3 		$565K Buy
28,977
+25,044
+637% +$539K 0.02% 332
2022
Q2 		$82K Hold
3,933
– – ﹤0.01% 1069
2022
Q1 		$94K Buy
3,933
+492
+14% +$11.6K ﹤0.01% 1063
2021
Q4 		$84K Buy
3,441
+36
+1% +$853 ﹤0.01% 1103
2021
Q3 		$77K Buy
3,405
+222
+7% +$5.13K ﹤0.01% 1100
2021
Q2 		$73K Buy
3,183
+2,049
+181% +$46.5K ﹤0.01% 1100
2021
Q1 		$25K Sell
1,134
-1,281
-53% -$26.7K ﹤0.01% 1485
2020
Q4 		$48K Buy
2,415
+3
+0.1% +$56 ﹤0.01% 1101
2020
Q3 		$42K Sell
2,412
-309
-11% -$5.4K ﹤0.01% 1062
2020
Q2 		$45K Sell
2,721
-2,265
-45% -$37K ﹤0.01% 1000
2020
Q1 		$74K Hold
4,986
– – 0.01% 750
2019
Q4 		$100K Buy
4,986
+24
+0.5% +$465 0.01% 709
2019
Q3 		$94K Sell
4,962
-1,536
-24% -$28.7K 0.01% 669
2019
Q2 		$122K Hold
6,498
– – 0.01% 552
2019
Q1 		$119K Sell
6,498
-1,635
-20% -$29K 0.01% 562
2018
Q4 		$134K Sell
8,133
-534
-6% -$9.45K 0.01% 481
2018
Q3 		$162K Sell
8,667
-4,131
-32% -$76.6K 0.02% 481
2018
Q2 		$227K Hold
12,798
– – 0.03% 372
2018
Q1 		$225K Sell
12,798
-2,610
-17% -$47.8K 0.03% 311
2017
Q4 		$281K Sell
15,408
-8,370
-35% -$149K 0.03% 250
2017
Q3 		$411K Sell
23,778
-111
-0.5% -$1.88K 0.05% 156
2017
Q2 		$400K Sell
23,889
-2,640
-10% -$43.9K 0.06% 149
2017
Q1 		$439K Sell
26,529
-3,471
-12% -$57K 0.07% 136
2016
Q4 		$481K Sell
30,000
-3,099
-9% -$48K 0.08% 97
2016
Q3 		$503K Buy
33,099
+1,437
+5% +$21.9K 0.07% 95
2016
Q2 		$473K Sell
31,662
-2,022
-6% -$29.6K 0.07% 80
2016
Q1 		$485K Sell
33,684
-4,179
-11% -$57.2K 0.08% 76
2015
Q4 		$536K Sell
37,863
-6,015
-14% -$85.4K 0.1% 55
2015
Q3 		$582K Sell
43,878
-990
-2% -$13.9K 0.13% 46
2015
Q2 		$644K Sell
44,868
-3,363
-7% -$49.5K 0.14% 46
2015
Q1 		$696K Sell
48,231
-75
-0.2% -$1.09K 0.17% 44
2014
Q4 		$710K Buy
48,306
+47,688
+7,717% +$688K 0.18% 44
2014
Q3 		$9K Hold
618
– – ﹤0.01% 470
2014
Q2 		$9K Sell
618
-249
-29% -$3.47K ﹤0.01% 480
2014
Q1 		$12K Sell
867
-225
-21% -$3.02K ﹤0.01% 385
2013
Q4 		$15K Sell
1,092
-153
-12% -$2K 0.01% 395
2013
Q3 		$15K Buy
1,245
+195
+19% +$2.44K 0.01% 362
2013
Q2 		$13K Buy
+1,050
New +$12.8K 0.01% 303

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

SignatureFD's SCHV Position: Q1 2026 in Review

SignatureFD reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 1% in Q1 2026, selling an estimated $10K and leaving 31,773 shares worth $969K. The position accounts for 0.01% of the portfolio, ranked #404.

SignatureFD first reported a position in SCHV in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.81M in Q3 2024. 962 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

  • SignatureFD held 31,773 shares of Schwab US Large-Cap Value ETF worth $969K as of Q1 2026.
  • SignatureFD sold 321 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $10K.
  • Schwab US Large-Cap Value ETF made up 0.01% of SignatureFD's portfolio in Q1 2026, its #404 holding.
  • SignatureFD first reported a position in Schwab US Large-Cap Value ETF in Q2 2013 and has held it in 52 quarters since.
  • SignatureFD's Schwab US Large-Cap Value ETF position peaked at $1.81M in Q3 2024.
  • 962 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

Based on SignatureFD's 13F filing for Q1 2026, filed 7 Apr 2026.