VIA
SCHV

Vantagepoint Investment Advisers’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Vantagepoint Investment Advisers’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 		$270M Sell
7,753,808
-301,244
-4% -$9.92M 2.02% 21
2026
Q1 		$246M Sell
8,055,052
-461,751
-5% -$14.4M 2.08% 21
2025
Q4 		$252M Buy
8,516,803
+66,800
+0.8% +$1.95M 2.03% 20
2025
Q3 		$246M Buy
+8,450,003
New +$240M 2.01% 21

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
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
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
BPA
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return

Vantagepoint Investment Advisers's SCHV Position: Q2 2026 in Review

Vantagepoint Investment Advisers reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 3.7% in Q2 2026, selling an estimated $9.92M and leaving 7,753,808 shares worth $270M. The position accounts for 2.02% of the portfolio, ranked #21.

Vantagepoint Investment Advisers first reported a position in SCHV in Q3 2025 and has held it in 4 quarters since. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Vantagepoint Investment Advisers held 7,753,808 shares of Schwab US Large-Cap Value ETF worth $270M as of Q2 2026.
  • Vantagepoint Investment Advisers sold 301,244 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $9.92M.
  • Schwab US Large-Cap Value ETF made up 2.02% of Vantagepoint Investment Advisers's portfolio in Q2 2026, its #21 holding.
  • Vantagepoint Investment Advisers first reported a position in Schwab US Large-Cap Value ETF in Q3 2025 and has held it in 4 quarters since.
  • 991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Vantagepoint Investment Advisers's 13F filing for Q2 2026, filed 5 Aug 2026.