Vima LLC’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Vima LLC’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 Q3	$22.8K	Buy	685 +3	+0.4%	+$103	0.02%	205
2026 Q2	$23.7K	Buy	+682	New	+$22.5K	0.02%	207
2024 Q2	–	Sell	-993	Closed	-$21.7K	–	308
2024 Q1	$21.7K	Sell	993 -15	-1%	-$360	0.03%	179
2023 Q4	$23.5K	Buy	+1,008	New	+$22K	0.05%	176

Other funds holding SCHV

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return

Mokosak Advisory Group Urbandale, Iowa $454M AUM 14.41% 1-Year Est. Return

Rainey & Randall Wealth Advisors Celebration, Florida $698M AUM 11.67% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

Black Diamond Financial Towson, Maryland $1.18B AUM 15.24% 1-Year Est. Return

Vima LLC's SCHV Position: Q3 2026 in Review

Vima LLC increased its Schwab US Large-Cap Value ETF (SCHV) stake by 0.44% in Q3 2026, buying an estimated $103 and bringing the position to 685 shares worth $22.8K. The position accounts for 0.02% of the portfolio, ranked #205.

Vima LLC first reported a position in SCHV in Q4 2023 and has held it in 4 quarters since. The position peaked at $23.7K in Q2 2026. 494 funds tracked by Wall St. Rank hold SCHV as of Q3 2026.

Vima LLC held 685 shares of Schwab US Large-Cap Value ETF worth $22.8K as of Q3 2026.
Vima LLC bought 3 Schwab US Large-Cap Value ETF shares in Q3 2026, an estimated $103.
Schwab US Large-Cap Value ETF made up 0.02% of Vima LLC's portfolio in Q3 2026, its #205 holding.
Vima LLC first reported a position in Schwab US Large-Cap Value ETF in Q4 2023 and has held it in 4 quarters since.
Vima LLC's Schwab US Large-Cap Value ETF position peaked at $23.7K in Q2 2026.
494 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2026.

Based on Vima LLC's 13F filing for Q3 2026, filed 23 Oct 2026.