VC
SCHV

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

Veery Capital’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 		$41.6M Buy
1,196,106
+27,699
+2% +$912K 11.18% 2
2026
Q1 		$35.6M Buy
1,168,407
+33,134
+3% +$1.03M 10.93% 2
2025
Q4 		$33.6M Buy
1,135,273
+1,583
+0.1% +$46.3K 10.32% 2
2025
Q3 		$33M Buy
1,133,690
+30,348
+3% +$862K 10.42% 2
2025
Q2 		$30.5M Buy
1,103,342
+62,012
+6% +$1.63M 10.5% 2
2025
Q1 		$27.7M Buy
1,041,330
+3,198
+0.3% +$85.8K 10.77% 2
2024
Q4 		$27.1M Buy
1,038,132
+179,844
+21% +$4.86M 10.36% 2
2024
Q3 		$23M Buy
858,288
+669,138
+354% +$17.2M 8.63% 2
2024
Q2 		$4.67M Buy
189,150
+53,424
+39% +$1.32M 1.89% 14
2024
Q1 		$3.44M Buy
135,726
+948
+0.7% +$22.7K 1.41% 18
2023
Q4 		$3.15M Buy
134,778
+10,710
+9% +$234K 1.41% 18
2023
Q3 		$2.67M Buy
124,068
+237
+0.2% +$5.32K 1.3% 18
2023
Q2 		$2.77M Sell
123,831
-19,062
-13% -$416K 1.31% 17
2023
Q1 		$3.12M Buy
142,893
+19,989
+16% +$444K 1.67% 14
2022
Q4 		$2.7M Sell
122,904
-48
-0% -$1.04K 1.6% 14
2022
Q3 		$2.4M Buy
122,952
+9,717
+9% +$209K 1.53% 15
2022
Q2 		$2.36M Buy
113,235
+14,904
+15% +$335K 1.45% 17
2022
Q1 		$2.34M Sell
98,331
-36,492
-27% -$864K 1.29% 16
2021
Q4 		$3.29M Buy
134,823
+22,704
+20% +$538K 1.73% 11
2021
Q3 		$2.52M Sell
112,119
-759
-0.7% -$17.6K 1.43% 16
2021
Q2 		$2.57M Sell
112,878
-16,557
-13% -$376K 1.5% 14
2021
Q1 		$2.82M Buy
129,435
+5,733
+5% +$119K 1.78% 11
2020
Q4 		$2.46M Buy
+123,702
New +$2.31M 1.66% 13

Other funds holding SCHV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
HWM
HRC Wealth Management Moscow, Idaho $244M AUM 21.86% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
MWP
Meriwether Wealth & Planning Minden, Louisiana $202M AUM 22.64% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Veery Capital's SCHV Position: Q2 2026 in Review

Veery Capital increased its Schwab US Large-Cap Value ETF (SCHV) stake by 2.4% in Q2 2026, buying an estimated $912K and bringing the position to 1,196,106 shares worth $41.6M. The position accounts for 11.18% of the portfolio, ranked #2.

Veery Capital first reported a position in SCHV in Q4 2020 and has held it in 23 quarters since. 189 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Veery Capital held 1,196,106 shares of Schwab US Large-Cap Value ETF worth $41.6M as of Q2 2026.
  • Veery Capital bought 27,699 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $912K.
  • Schwab US Large-Cap Value ETF made up 11.18% of Veery Capital's portfolio in Q2 2026, its #2 holding.
  • Veery Capital first reported a position in Schwab US Large-Cap Value ETF in Q4 2020 and has held it in 23 quarters since.
  • 189 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Veery Capital's 13F filing for Q2 2026, filed 9 Jul 2026.