SPW
SCHV

Stillwater Private Wealth’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Stillwater Private Wealth’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 		$1.65M Sell
46,892
-55,211
-54% -$1.82M 1.08% 21
2026
Q1 		$3.11M Buy
+102,103
New +$3.18M 2.64% 11

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

Stillwater Private Wealth's SCHV Position: Q2 2026 in Review

Stillwater Private Wealth reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 54% in Q2 2026, selling an estimated $1.82M and leaving 46,892 shares worth $1.65M. The position accounts for 1.08% of the portfolio, ranked #21.

Stillwater Private Wealth first reported a position in SCHV in Q1 2026 and has held it in 2 quarters since. The position peaked at $3.11M in Q1 2026. 993 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Stillwater Private Wealth held 46,892 shares of Schwab US Large-Cap Value ETF worth $1.65M as of Q2 2026.
  • Stillwater Private Wealth sold 55,211 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $1.82M.
  • Schwab US Large-Cap Value ETF made up 1.08% of Stillwater Private Wealth's portfolio in Q2 2026, its #21 holding.
  • Stillwater Private Wealth first reported a position in Schwab US Large-Cap Value ETF in Q1 2026 and has held it in 2 quarters since.
  • Stillwater Private Wealth's Schwab US Large-Cap Value ETF position peaked at $3.11M in Q1 2026.
  • 993 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Stillwater Private Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.