SC
SCHV

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

SouthState Corp’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 		$88.9K Buy
2,553
+11
+0.4% +$362 ﹤0.01% 437
2026
Q1 		$77.5K Sell
2,542
-61
-2% -$1.9K ﹤0.01% 409
2025
Q4 		$77.1K Sell
2,603
-2,209
-46% -$64.6K ﹤0.01% 408
2025
Q3 		$140K Sell
4,812
-31,009
-87% -$881K 0.01% 355
2025
Q2 		$991K Sell
35,821
-753
-2% -$19.8K 0.04% 204
2025
Q1 		$972K Buy
36,574
+36,373
+18,096% +$976K 0.04% 202
2024
Q4 		$5.24K Hold
201
– – ﹤0.01% 568
2024
Q3 		$5.38K Hold
201
– – ﹤0.01% 515
2024
Q2 		$4.96K Hold
201
– – ﹤0.01% 534
2024
Q1 		$5.09K Hold
201
– – ﹤0.01% 553
2023
Q4 		$4.7K Buy
+201
New +$4.39K ﹤0.01% 508
2023
Q2 		– Sell
-132
Closed -$2.89K – 642
2023
Q1 		$2.89K Hold
132
– – ﹤0.01% 586
2022
Q4 		$2.9K Buy
+132
New +$2.86K ﹤0.01% 645
2022
Q3 		– Sell
-888
Closed -$18K – 728
2022
Q2 		$18K Buy
+888
New +$19.9K ﹤0.01% 513

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

SouthState Corp's SCHV Position: Q2 2026 in Review

SouthState Corp increased its Schwab US Large-Cap Value ETF (SCHV) stake by 0.43% in Q2 2026, buying an estimated $362 and bringing the position to 2,553 shares worth $88.9K. The position accounts for ﹤0.01% of the portfolio, ranked #437.

SouthState Corp first reported a position in SCHV in Q2 2022 and has held it in 14 quarters since. The position peaked at $991K in Q2 2025. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • SouthState Corp held 2,553 shares of Schwab US Large-Cap Value ETF worth $88.9K as of Q2 2026.
  • SouthState Corp bought 11 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $362.
  • Schwab US Large-Cap Value ETF made up ﹤0.01% of SouthState Corp's portfolio in Q2 2026, its #437 holding.
  • SouthState Corp first reported a position in Schwab US Large-Cap Value ETF in Q2 2022 and has held it in 14 quarters since.
  • SouthState Corp's Schwab US Large-Cap Value ETF position peaked at $991K in Q2 2025.
  • 991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on SouthState Corp's 13F filing for Q2 2026, filed 6 Aug 2026.