SF
SCHV

Summit Financial’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Summit Financial’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 		$6.08M Sell
199,332
-2,019
-1% -$62.9K 0.08% 266
2025
Q4 		$5.96M Buy
201,351
+3,897
+2% +$114K 0.09% 228
2025
Q3 		$5.75M Buy
197,454
+8,848
+5% +$251K 0.09% 226
2025
Q2 		$5.22M Buy
188,606
+146,517
+348% +$3.85M 0.12% 155
2025
Q1 		$1.12M Sell
42,089
-150,811
-78% -$4.05M 0.03% 354
2024
Q4 		$5.03M Buy
192,900
+5,775
+3% +$156K 0.18% 106
2024
Q3 		$5.01M Sell
187,125
-8,358
-4% -$215K 0.2% 92
2024
Q2 		$4.86M Buy
195,483
+145,950
+295% +$3.61M 0.22% 76
2024
Q1 		$1.25M Sell
49,533
-137,100
-73% -$3.29M 0.07% 158
2023
Q4 		$4.36M Sell
186,633
-915
-0.5% -$20K 0.29% 50
2023
Q3 		$4.03M Sell
187,548
-2,271
-1% -$51K 0.3% 48
2023
Q2 		$4.24M Buy
189,819
+3,921
+2% +$85.6K 0.31% 45
2023
Q1 		$4.06M Buy
185,898
+1,956
+1% +$43.5K 0.36% 31
2022
Q4 		$4.05M Sell
183,942
-3,714
-2% -$80.4K 0.38% 28
2022
Q3 		$3.66M Buy
187,656
+915
+0.5% +$19.7K 0.35% 31
2022
Q2 		$3.89M Sell
186,741
-6,405
-3% -$144K 0.36% 31
2022
Q1 		$4.6M Sell
193,146
-2,955
-2% -$70K 0.36% 28
2021
Q4 		$4.79M Sell
196,101
-1,332
-0.7% -$31.6K 0.37% 28
2021
Q3 		$4.44M Buy
197,433
+29,199
+17% +$675K 0.38% 27
2021
Q2 		$3.83M Buy
168,234
+6,339
+4% +$144K 0.38% 24
2021
Q1 		$3.52M Buy
161,895
+1,485
+0.9% +$30.9K 0.46% 12
2020
Q4 		$3.18M Buy
160,410
+52,869
+49% +$988K 0.45% 11
2020
Q3 		$1.87M Buy
107,541
+44,391
+70% +$776K 0.31% 14
2020
Q2 		$1.05M Buy
+63,150
New +$1.03M 0.19% 18
2019
Q2 		– Sell
-22,530
Closed -$411K – 51
2019
Q1 		$411K Buy
+22,530
New +$400K 0.07% 42

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

Summit Financial's SCHV Position: Q1 2026 in Review

Summit Financial reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 1% in Q1 2026, selling an estimated $62.9K and leaving 199,332 shares worth $6.08M. The position accounts for 0.08% of the portfolio, ranked #266.

Summit Financial first reported a position in SCHV in Q1 2019 and has held it in 25 quarters since. 962 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

  • Summit Financial held 199,332 shares of Schwab US Large-Cap Value ETF worth $6.08M as of Q1 2026.
  • Summit Financial sold 2,019 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $62.9K.
  • Schwab US Large-Cap Value ETF made up 0.08% of Summit Financial's portfolio in Q1 2026, its #266 holding.
  • Summit Financial first reported a position in Schwab US Large-Cap Value ETF in Q1 2019 and has held it in 25 quarters since.
  • 962 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.