SCM
SCHV

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

SOL 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
Q1 		– Sell
-46,889
Closed -$1.39M – 257
2025
Q4 		$1.39M Buy
46,889
+475
+1% +$13.9K 0.12% 156
2025
Q3 		$1.35M Buy
46,414
+115
+0.2% +$3.27K 0.12% 156
2025
Q2 		$1.28M Sell
46,299
-550
-1% -$14.5K 0.12% 153
2025
Q1 		$1.25M Buy
46,849
+4,745
+11% +$127K 0.14% 145
2024
Q4 		$1.1M Buy
42,104
+125
+0.3% +$3.38K 0.12% 152
2024
Q3 		$1.13M Sell
41,979
-870
-2% -$22.3K 0.12% 159
2024
Q2 		$1.06M Buy
42,849
+315
+0.7% +$7.78K 0.13% 159
2024
Q1 		$1.08M Sell
42,534
-105
-0.2% -$2.52K 0.14% 155
2023
Q4 		$996K Sell
42,639
-225
-0.5% -$4.92K 0.14% 156
2023
Q3 		$921K Sell
42,864
-243
-0.6% -$5.46K 0.14% 148
2023
Q2 		$964K Sell
43,107
-3
-0% -$66 0.15% 150
2023
Q1 		$942K Sell
43,110
-219
-0.5% -$4.87K 0.15% 149
2022
Q4 		$954K Sell
43,329
-150
-0.3% -$3.25K 0.17% 144
2022
Q3 		$848K Buy
43,479
+105
+0.2% +$2.26K 0.18% 138
2022
Q2 		$902K Hold
43,374
– – 0.18% 137
2022
Q1 		$1.03M Sell
43,374
-420
-1% -$9.94K 0.19% 127
2021
Q4 		$1.07M Buy
43,794
+8,445
+24% +$200K 0.19% 124
2021
Q3 		$795K Sell
35,349
-180
-0.5% -$4.16K 0.16% 136
2021
Q2 		$810K Sell
35,529
-723
-2% -$16.4K 0.16% 130
2021
Q1 		$789K Buy
36,252
+1,776
+5% +$37K 0.17% 122
2020
Q4 		$684K Buy
34,476
+4,530
+15% +$84.7K 0.16% 129
2020
Q3 		$521K Buy
29,946
+465
+2% +$8.13K 0.14% 138
2020
Q2 		$492K Buy
29,481
+8,820
+43% +$144K 0.14% 143
2020
Q1 		$305K Buy
20,661
+4,095
+25% +$75.1K 0.1% 175
2019
Q4 		$332K Buy
16,566
+1,185
+8% +$23K 0.08% 192
2019
Q3 		$291K Buy
15,381
+150
+1% +$2.81K 0.08% 199
2019
Q2 		$285K Hold
15,231
– – 0.08% 205
2019
Q1 		$278K Buy
15,231
+210
+1% +$3.73K 0.08% 206
2018
Q4 		$247K Buy
+15,021
New +$266K 0.08% 206

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
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

SOL Capital Management's SCHV Position: Q1 2026 in Review

SOL Capital Management sold out of Schwab US Large-Cap Value ETF (SCHV) in Q1 2026, closing a stake of 46,889 shares — an estimated $1.39M sold.

SOL Capital Management first reported a position in SCHV in Q4 2018 and held it in 29 quarters. The position peaked at $1.39M in Q4 2025. 970 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

  • SOL Capital Management reported no remaining Schwab US Large-Cap Value ETF position as of Q1 2026 after selling out during the quarter.
  • SOL Capital Management sold 46,889 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $1.39M.
  • SOL Capital Management first reported a position in Schwab US Large-Cap Value ETF in Q4 2018 and held it in 29 quarters.
  • SOL Capital Management's Schwab US Large-Cap Value ETF position peaked at $1.39M in Q4 2025.
  • 970 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

Based on SOL Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.