Evelyn Partners Group Ltd’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Evelyn Partners Group Ltd’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	$402K	Buy	+11,233	New	+$370K	﹤0.01%	227

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APP

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Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

RRWA

Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return

MAG

Mokosak Advisory Group Urbandale, Iowa $462M AUM 25.98% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

Evelyn Partners Group Ltd's SCHV Position: Q2 2026 in Review

Evelyn Partners Group Ltd opened a new position in Schwab US Large-Cap Value ETF (SCHV) in Q2 2026: 11,233 shares worth $402K. The stake represents ﹤0.01% of the portfolio and ranks #227 among its holdings.

677 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

Evelyn Partners Group Ltd held 11,233 shares of Schwab US Large-Cap Value ETF worth $402K as of Q2 2026.
Schwab US Large-Cap Value ETF was a new Evelyn Partners Group Ltd position in Q2 2026.
Schwab US Large-Cap Value ETF made up ﹤0.01% of Evelyn Partners Group Ltd's portfolio in Q2 2026, its #227 holding.
677 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Evelyn Partners Group Ltd's 13F filing for Q2 2026, filed 7 Aug 2026.