UBS AM’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

UBS AM’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	$385K	Sell	11,064 -108,814	-91%	-$3.58M	﹤0.01%	2602
2026 Q1	$3.66M	Buy	119,878 +85,992	+254%	+$2.68M	﹤0.01%	1730
2025 Q4	$1M	Buy	+33,886	New	+$990K	﹤0.01%	2136
2019 Q4	–	Sell	-660	Closed	-$12.5K	–	2776
2019 Q3	$12.5K	Hold	660	–	–	﹤0.01%	2798
2019 Q2	$12.4K	Buy	+660	New	+$12.2K	﹤0.01%	2765
2018 Q4	–	Sell	-1,710	Closed	-$32K	–	2817
2018 Q3	$32K	Hold	1,710	–	–	﹤0.01%	2602
2018 Q2	$30.3K	Hold	1,710	–	–	﹤0.01%	2629
2018 Q1	$30.1K	Buy	+1,710	New	+$31.3K	﹤0.01%	2525

Other funds holding SCHV

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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

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

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

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

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

UBS AM's SCHV Position: Q2 2026 in Review

UBS AM reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 91% in Q2 2026, selling an estimated $3.58M and leaving 11,064 shares worth $385K. The position accounts for ﹤0.01% of the portfolio, ranked #2602.

UBS AM first reported a position in SCHV in Q1 2018 and has held it in 8 quarters since. The position peaked at $3.66M in Q1 2026. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

UBS AM held 11,064 shares of Schwab US Large-Cap Value ETF worth $385K as of Q2 2026.
UBS AM sold 108,814 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $3.58M.
Schwab US Large-Cap Value ETF made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #2602 holding.
UBS AM first reported a position in Schwab US Large-Cap Value ETF in Q1 2018 and has held it in 8 quarters since.
UBS AM's Schwab US Large-Cap Value ETF position peaked at $3.66M in Q1 2026.
991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.