Simplex Trading
SCHV

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

Simplex Trading’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 		$3.97K Buy
+114
New +$3.75K ﹤0.01% 8303
2026
Q1 		– Sell
-87
Closed -$2.58K – 10020
2025
Q4 		$2.58K Buy
+87
New +$2.54K ﹤0.01% 7744
2022
Q1 		– Sell
-300
Closed -$7K – 11275
2021
Q4 		$7K Sell
300
-471
-61% -$11.2K ﹤0.01% 9336
2021
Q3 		$17K Hold
771
– – ﹤0.01% 8573
2021
Q2 		$17K Sell
771
-4,089
-84% -$92.8K ﹤0.01% 8725
2021
Q1 		$105K Buy
4,860
+3,282
+208% +$68.4K ﹤0.01% 5685
2020
Q4 		$31K Buy
+1,578
New +$29.5K ﹤0.01% 6639
2020
Q1 		– Sell
-300
Closed -$6K – 8175
2019
Q4 		$6K Buy
+300
New +$5.81K ﹤0.01% 6636
2018
Q4 		– Sell
-399
Closed -$7K – 7707
2018
Q3 		$7K Buy
+399
New +$7.4K ﹤0.01% 6619
2018
Q2 		– Sell
-822
Closed -$14K – 7834
2018
Q1 		$14K Buy
+822
New +$15.1K ﹤0.01% 3715
2017
Q4 		– Sell
-300
Closed -$5K – 6590
2017
Q3 		$5K Buy
+300
New +$5.08K ﹤0.01% 4422
2015
Q3 		– Sell
-300
Closed -$4K – 6108
2015
Q2 		$4K Buy
+300
New +$4.42K ﹤0.01% 3865

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

Simplex Trading's SCHV Position: Q2 2026 in Review

Simplex Trading opened a new position in Schwab US Large-Cap Value ETF (SCHV) in Q2 2026: 114 shares worth $3.97K. The stake represents ﹤0.01% of the portfolio and ranks #8303 among its holdings. This is a return to the name: Simplex Trading previously reported a position in SCHV as recently as Q4 2025.

Simplex Trading first reported a position in SCHV in Q2 2015 and has held it in 12 quarters since. The position peaked at $105K in Q1 2021. 993 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Simplex Trading held 114 shares of Schwab US Large-Cap Value ETF worth $3.97K as of Q2 2026.
  • Schwab US Large-Cap Value ETF was a new Simplex Trading position in Q2 2026.
  • Schwab US Large-Cap Value ETF made up ﹤0.01% of Simplex Trading's portfolio in Q2 2026, its #8303 holding.
  • Simplex Trading first reported a position in Schwab US Large-Cap Value ETF in Q2 2015 and has held it in 12 quarters since.
  • Simplex Trading's Schwab US Large-Cap Value ETF position peaked at $105K in Q1 2021.
  • 993 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Simplex Trading's 13F filing for Q2 2026, filed 12 Aug 2026.