SCM
SCHV

SummitPoint Capital Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

SummitPoint Capital Management’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 		$3.08M Sell
88,418
-3,778
-4% -$124K 3.32% 13
2026
Q1 		$2.73M Buy
+92,196
New +$2.87M 3.47% 11

Other funds holding SCHV

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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

SummitPoint Capital Management's SCHV Position: Q2 2026 in Review

SummitPoint Capital Management reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 4.1% in Q2 2026, selling an estimated $124K and leaving 88,418 shares worth $3.08M. The position accounts for 3.32% of the portfolio, ranked #13.

SummitPoint Capital Management first reported a position in SCHV in Q1 2026 and has held it in 2 quarters since. 988 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • SummitPoint Capital Management held 88,418 shares of Schwab US Large-Cap Value ETF worth $3.08M as of Q2 2026.
  • SummitPoint Capital Management sold 3,778 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $124K.
  • Schwab US Large-Cap Value ETF made up 3.32% of SummitPoint Capital Management's portfolio in Q2 2026, its #13 holding.
  • SummitPoint Capital Management first reported a position in Schwab US Large-Cap Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 988 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on SummitPoint Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.