VAS
SCHV

Vestmark Advisory Solutions’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Vestmark Advisory Solutions’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 		$4.23M Sell
121,556
-189,370
-61% -$6.24M 0.04% 437
2026
Q1 		$9.48M Buy
310,926
+107,788
+53% +$3.36M 0.11% 199
2025
Q4 		$6.01M Buy
+203,138
New +$5.94M 0.08% 252

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
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 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

Vestmark Advisory Solutions's SCHV Position: Q2 2026 in Review

Vestmark Advisory Solutions reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 61% in Q2 2026, selling an estimated $6.24M and leaving 121,556 shares worth $4.23M. The position accounts for 0.04% of the portfolio, ranked #437.

Vestmark Advisory Solutions first reported a position in SCHV in Q4 2025 and has held it in 3 quarters since. The position peaked at $9.48M in Q1 2026. 987 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Vestmark Advisory Solutions held 121,556 shares of Schwab US Large-Cap Value ETF worth $4.23M as of Q2 2026.
  • Vestmark Advisory Solutions sold 189,370 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $6.24M.
  • Schwab US Large-Cap Value ETF made up 0.04% of Vestmark Advisory Solutions's portfolio in Q2 2026, its #437 holding.
  • Vestmark Advisory Solutions first reported a position in Schwab US Large-Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
  • Vestmark Advisory Solutions's Schwab US Large-Cap Value ETF position peaked at $9.48M in Q1 2026.
  • 987 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.