VL
SCHV

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
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

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
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
RRWA
Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return
MAG
Mokosak Advisory Group Urbandale, Iowa $462M AUM 25.98% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return

Vima LLC's SCHV Position: Q2 2026 in Review

Vima LLC opened a new position in Schwab US Large-Cap Value ETF (SCHV) in Q2 2026: 682 shares worth $23.7K. The stake represents 0.02% of the portfolio and ranks #207 among its holdings. This is a return to the name: Vima LLC previously reported a position in SCHV as recently as Q1 2024.

Vima LLC first reported a position in SCHV in Q4 2023 and has held it in 3 quarters since. 532 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Vima LLC held 682 shares of Schwab US Large-Cap Value ETF worth $23.7K as of Q2 2026.
  • Schwab US Large-Cap Value ETF was a new Vima LLC position in Q2 2026.
  • Schwab US Large-Cap Value ETF made up 0.02% of Vima LLC's portfolio in Q2 2026, its #207 holding.
  • Vima LLC first reported a position in Schwab US Large-Cap Value ETF in Q4 2023 and has held it in 3 quarters since.
  • 532 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Vima LLC's 13F filing for Q2 2026, filed 24 Jul 2026.