SMBT
SCHV

Southern Michigan Bank & Trust’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Southern Michigan Bank & Trust’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 		$35.5M Buy
1,019,784
+18,159
+2% +$598K 12.62% 2
2026
Q1 		$30.5M Buy
+1,001,625
New +$31.2M 11.72% 3

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

Southern Michigan Bank & Trust's SCHV Position: Q2 2026 in Review

Southern Michigan Bank & Trust increased its Schwab US Large-Cap Value ETF (SCHV) stake by 1.8% in Q2 2026, buying an estimated $598K and bringing the position to 1,019,784 shares worth $35.5M. The position accounts for 12.62% of the portfolio, ranked #2.

Southern Michigan Bank & Trust first reported a position in SCHV in Q1 2026 and has held it in 2 quarters since. 955 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Southern Michigan Bank & Trust held 1,019,784 shares of Schwab US Large-Cap Value ETF worth $35.5M as of Q2 2026.
  • Southern Michigan Bank & Trust bought 18,159 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $598K.
  • Schwab US Large-Cap Value ETF made up 12.62% of Southern Michigan Bank & Trust's portfolio in Q2 2026, its #2 holding.
  • Southern Michigan Bank & Trust first reported a position in Schwab US Large-Cap Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 955 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Southern Michigan Bank & Trust's 13F filing for Q2 2026, filed 21 Jul 2026.