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
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
New +$1.33M 0.07% 238
2023
Q1 		– Sell
-31,455
Closed -$692K – 636
2022
Q4 		$692K Buy
31,455
+1,290
+4% +$27.9K 0.1% 162
2022
Q3 		$588K Buy
30,165
+1,581
+6% +$34K 0.11% 141
2022
Q2 		$595K Sell
28,584
-468
-2% -$10.5K 0.1% 156
2022
Q1 		$691K Sell
29,052
-291
-1% -$6.89K 0.07% 254
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 $49.2B AUM 14.31% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

StoneX Group's SCHV Position: Q1 2026 in Review

StoneX Group increased its Schwab US Large-Cap Value ETF (SCHV) stake by 86% in Q1 2026, buying an estimated $422K and bringing the position to 29,250 shares worth $892K. The position accounts for 0.05% of the portfolio, ranked #284.

StoneX Group first reported a position in SCHV in Q2 2018 and has held it in 25 quarters since. The position peaked at $1.9M in Q2 2025. 962 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

  • StoneX Group held 29,250 shares of Schwab US Large-Cap Value ETF worth $892K as of Q1 2026.
  • StoneX Group bought 13,541 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $422K.
  • Schwab US Large-Cap Value ETF made up 0.05% of StoneX Group's portfolio in Q1 2026, its #284 holding.
  • StoneX Group first reported a position in Schwab US Large-Cap Value ETF in Q2 2018 and has held it in 25 quarters since.
  • StoneX Group's Schwab US Large-Cap Value ETF position peaked at $1.9M in Q2 2025.
  • 962 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

Based on StoneX Group's 13F filing for Q1 2026, filed 14 May 2026.