SG
SCHV

StoneX Group’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

StoneX Group’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 		$1.03M Buy
29,474
+224
+0.8% +$7.38K 0.04% 347
2026
Q1 		$892K Buy
29,250
+13,541
+86% +$422K 0.05% 284
2025
Q4 		$468K Sell
15,709
-21,878
-58% -$639K 0.02% 553
2025
Q3 		$1.09M Sell
37,587
-30,938
-45% -$879K 0.05% 331
2025
Q2 		$1.9M Buy
68,525
+4,765
+7% +$125K 0.09% 185
2025
Q1 		$1.7M Buy
63,760
+14,432
+29% +$387K 0.09% 197
2024
Q4 		$1.29M Buy
49,328
+2,021
+4% +$54.6K 0.07% 238
2024
Q3 		$1.27M Buy
47,307
+16,050
+51% +$412K 0.09% 182
2024
Q2 		$776K Hold
31,257
– – 0.06% 247
2024
Q1 		$792K Sell
31,257
-159
-0.5% -$3.81K 0.07% 235
2023
Q4 		$734K Buy
31,416
+573
+2% +$12.5K 0.07% 233
2023
Q3 		$663K Sell
30,843
-2,790
-8% -$62.7K 0.07% 244
2023
Q2 		$752K Buy
33,633
+2,130
+7% +$46.5K 0.08% 220
2023
Q1 		$689K Buy
31,503
+48
+0.2% +$1.07K 0.08% 241
2022
Q4 		$692K Buy
31,455
+1,290
+4% +$27.9K 0.08% 224
2022
Q3 		$588K Buy
30,165
+1,581
+6% +$34K 0.08% 237
2022
Q2 		$595K Sell
28,584
-468
-2% -$10.5K 0.07% 259
2022
Q1 		$691K Sell
29,052
-291
-1% -$6.89K 0.06% 290
2021
Q4 		$716K Sell
29,343
-17,568
-37% -$416K 0.08% 225
2021
Q3 		$1.05M Buy
46,911
+9,600
+26% +$222K 0.15% 145
2021
Q2 		$850K Buy
37,311
+564
+2% +$12.8K 0.13% 176
2021
Q1 		$800K Buy
36,747
+1,989
+6% +$41.4K 0.14% 151
2020
Q4 		$690K Sell
34,758
-96
-0.3% -$1.79K 0.15% 142
2020
Q3 		$606K Sell
34,854
-1,704
-5% -$29.8K 0.2% 128
2020
Q2 		$611K Buy
36,558
+12,084
+49% +$197K 0.23% 117
2020
Q1 		$361K Buy
24,474
+2,319
+10% +$42.5K 0.19% 156
2019
Q4 		$444K Buy
22,155
+3,807
+21% +$73.8K 0.18% 159
2019
Q3 		$347K Buy
18,348
+30
+0.2% +$561 0.22% 159
2019
Q2 		$345K Sell
18,318
-429
-2% -$7.93K 0.22% 145
2019
Q1 		$342K Buy
18,747
+483
+3% +$8.57K 0.26% 134
2018
Q4 		$300K Buy
18,264
+357
+2% +$6.32K 0.29% 136
2018
Q3 		$335K Buy
17,907
+1,239
+7% +$23K 0.25% 143
2018
Q2 		$295K Buy
+16,668
New +$297K 0.25% 157

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

StoneX Group's SCHV Position: Q2 2026 in Review

StoneX Group increased its Schwab US Large-Cap Value ETF (SCHV) stake by 0.77% in Q2 2026, buying an estimated $7.38K and bringing the position to 29,474 shares worth $1.03M. The position accounts for 0.04% of the portfolio, ranked #347.

StoneX Group first reported a position in SCHV in Q2 2018 and has held it in 33 quarters since. The position peaked at $1.9M in Q2 2025. 993 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • StoneX Group held 29,474 shares of Schwab US Large-Cap Value ETF worth $1.03M as of Q2 2026.
  • StoneX Group bought 224 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $7.38K.
  • Schwab US Large-Cap Value ETF made up 0.04% of StoneX Group's portfolio in Q2 2026, its #347 holding.
  • StoneX Group first reported a position in Schwab US Large-Cap Value ETF in Q2 2018 and has held it in 33 quarters since.
  • StoneX Group's Schwab US Large-Cap Value ETF position peaked at $1.9M in Q2 2025.
  • 993 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on StoneX Group's 13F filing for Q2 2026, filed 12 Aug 2026.