VST
SCHV

Van Strum & Towne’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Van Strum & Towne’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 		$1.51M Buy
49,433
+5,755
+13% +$179K 0.44% 49
2025
Q4 		$1.29M Buy
43,678
+7,899
+22% +$231K 0.36% 51
2025
Q3 		$1.04M Sell
35,779
-314
-0.9% -$8.92K 0.31% 53
2025
Q2 		$999K Sell
36,093
-2,990
-8% -$78.6K 0.32% 54
2025
Q1 		$1.04M Hold
39,083
– – 0.35% 50
2024
Q4 		$1.02M Buy
39,083
+2,024
+5% +$54.6K 0.36% 51
2024
Q3 		$993K Buy
37,059
+4,500
+14% +$116K 0.34% 48
2024
Q2 		$804K Buy
32,559
+2,250
+7% +$55.6K 0.29% 51
2024
Q1 		$768K Buy
30,309
+1,650
+6% +$39.6K 0.28% 51
2023
Q4 		$670K Buy
28,659
+5,472
+24% +$120K 0.26% 56
2023
Q3 		$498K Buy
23,187
+2,025
+10% +$45.5K 0.21% 56
2023
Q2 		$473K Sell
21,162
-90
-0.4% -$1.97K 0.2% 59
2023
Q1 		$465K Hold
21,252
– – 0.2% 58
2022
Q4 		$468K Hold
21,252
– – 0.2% 59
2022
Q3 		$415K Hold
21,252
– – 0.19% 60
2022
Q2 		$443K Buy
21,252
+1,650
+8% +$37K 0.19% 60
2022
Q1 		$467K Buy
19,602
+702
+4% +$16.6K 0.17% 62
2021
Q4 		$461K Buy
18,900
+5,745
+44% +$136K 0.17% 70
2021
Q3 		$296K Buy
13,155
+1,665
+14% +$38.5K 0.12% 89
2021
Q2 		$262K Buy
+11,490
New +$261K 0.13% 82

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 $11.5B AUM 18.82% 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 $4.02B AUM 20% 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

Van Strum & Towne's SCHV Position: Q1 2026 in Review

Van Strum & Towne increased its Schwab US Large-Cap Value ETF (SCHV) stake by 13% in Q1 2026, buying an estimated $179K and bringing the position to 49,433 shares worth $1.51M. The position accounts for 0.44% of the portfolio, ranked #49.

Van Strum & Towne first reported a position in SCHV in Q2 2021 and has held it in 20 quarters since. 964 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

  • Van Strum & Towne held 49,433 shares of Schwab US Large-Cap Value ETF worth $1.51M as of Q1 2026.
  • Van Strum & Towne bought 5,755 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $179K.
  • Schwab US Large-Cap Value ETF made up 0.44% of Van Strum & Towne's portfolio in Q1 2026, its #49 holding.
  • Van Strum & Towne first reported a position in Schwab US Large-Cap Value ETF in Q2 2021 and has held it in 20 quarters since.
  • 964 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

Based on Van Strum & Towne's 13F filing for Q1 2026, filed 7 May 2026.