Vise Technologies’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Vise Technologies’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	$5.14M	Buy	147,698 +18,906	+15%	+$623K	0.06%	270
2026 Q1	$3.81M	Hold	128,792	–	–	0.07%	216
2025 Q4	$3.81M	Buy	128,792 +21,489	+20%	+$628K	0.07%	217
2025 Q3	$3.12M	Sell	107,303 -7,289	-6%	-$207K	0.12%	166
2025 Q2	$3.17M	Buy	+114,592	New	+$3.01M	0.13%	170
2022 Q2	–	Sell	-13,953	Closed	-$332K	–	320
2022 Q1	$332K	Sell	13,953 -8,688	-38%	-$206K	0.12%	157
2021 Q4	$553K	Buy	+22,641	New	+$536K	0.15%	88

Other funds holding SCHV

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

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

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

Vise Technologies's SCHV Position: Q2 2026 in Review

Vise Technologies increased its Schwab US Large-Cap Value ETF (SCHV) stake by 15% in Q2 2026, buying an estimated $623K and bringing the position to 147,698 shares worth $5.14M. The position accounts for 0.06% of the portfolio, ranked #270.

Vise Technologies first reported a position in SCHV in Q4 2021 and has held it in 7 quarters since. 995 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

Vise Technologies held 147,698 shares of Schwab US Large-Cap Value ETF worth $5.14M as of Q2 2026.
Vise Technologies bought 18,906 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $623K.
Schwab US Large-Cap Value ETF made up 0.06% of Vise Technologies's portfolio in Q2 2026, its #270 holding.
Vise Technologies first reported a position in Schwab US Large-Cap Value ETF in Q4 2021 and has held it in 7 quarters since.
995 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.