VCP
SCHV

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

Vista Capital Partners’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 		$534K Sell
15,327
-35
-0.2% -$1.15K 0.05% 93
2026
Q1 		$469K Sell
15,362
-1,188
-7% -$37K 0.05% 90
2025
Q4 		$490K Buy
16,550
+1,454
+10% +$42.5K 0.05% 94
2025
Q3 		$439K Sell
15,096
-196
-1% -$5.57K 0.04% 89
2025
Q2 		$423K Buy
15,292
+4,305
+39% +$113K 0.05% 75
2025
Q1 		$292K Sell
10,987
-1,174
-10% -$31.5K 0.04% 85
2024
Q4 		$317K Sell
12,161
-1,084
-8% -$29.3K 0.04% 84
2024
Q3 		$355K Sell
13,245
-2,778
-17% -$71.4K 0.04% 73
2024
Q2 		$396K Sell
16,023
-786
-5% -$19.4K 0.05% 58
2024
Q1 		$426K Sell
16,809
-13,056
-44% -$313K 0.05% 51
2023
Q4 		$698K Sell
29,865
-1,827
-6% -$40K 0.09% 34
2023
Q3 		$681K Sell
31,692
-63
-0.2% -$1.42K 0.1% 32
2023
Q2 		$710K Sell
31,755
-495
-2% -$10.8K 0.1% 37
2023
Q1 		$705K Sell
32,250
-447
-1% -$9.94K 0.1% 36
2022
Q4 		$720K Buy
32,697
+10,719
+49% +$232K 0.11% 32
2022
Q3 		$429K Buy
21,978
+2,910
+15% +$62.6K 0.07% 42
2022
Q2 		$397K Sell
19,068
-12
-0.1% -$269 0.06% 48
2022
Q1 		$454K Buy
19,080
+1,509
+9% +$35.7K 0.06% 50
2021
Q4 		$429K Sell
17,571
-417
-2% -$9.88K 0.05% 56
2021
Q3 		$405K Sell
17,988
-1,482
-8% -$34.3K 0.06% 55
2021
Q2 		$444K Buy
19,470
+1,764
+10% +$40K 0.06% 45
2021
Q1 		$385K Buy
17,706
+822
+5% +$17.1K 0.06% 46
2020
Q4 		$335K Sell
16,884
-3,069
-15% -$57.4K 0.06% 48
2020
Q3 		$347K Buy
19,953
+408
+2% +$7.14K 0.06% 42
2020
Q2 		$326K Buy
19,545
+150
+0.8% +$2.45K 0.06% 40
2020
Q1 		$286K Sell
19,395
-288
-1% -$5.28K 0.07% 41
2019
Q4 		$394K Sell
19,683
-981
-5% -$19K 0.07% 44
2019
Q3 		$391K Sell
20,664
-1,098
-5% -$20.6K 0.08% 45
2019
Q2 		$407K Buy
21,762
+2,169
+11% +$40.1K 0.08% 43
2019
Q1 		$357K Buy
19,593
+756
+4% +$13.4K 0.07% 39
2018
Q4 		$309K Buy
18,837
+177
+0.9% +$3.13K 0.07% 41
2018
Q3 		$349K Sell
18,660
-804
-4% -$14.9K 0.07% 40
2018
Q2 		$344K Buy
19,464
+30
+0.2% +$535 0.07% 39
2018
Q1 		$342K Buy
19,434
+1,914
+11% +$35.1K 0.08% 37
2017
Q4 		$319K Buy
17,520
+714
+4% +$12.7K 0.07% 38
2017
Q3 		$290K Buy
16,806
+288
+2% +$4.88K 0.07% 39
2017
Q2 		$276K Sell
16,518
-1,176
-7% -$19.6K 0.07% 38
2017
Q1 		$293K Sell
17,694
-141
-0.8% -$2.32K 0.08% 38
2016
Q4 		$286K Buy
17,835
+693
+4% +$10.7K 0.08% 41
2016
Q3 		$260K Buy
17,142
+1,473
+9% +$22.5K 0.07% 41
2016
Q2 		$234K Sell
15,669
-645
-4% -$9.44K 0.07% 37
2016
Q1 		$235K Sell
16,314
-642
-4% -$8.79K 0.07% 37
2015
Q4 		$240K Sell
16,956
-2,106
-11% -$29.9K 0.08% 40
2015
Q3 		$253K Buy
19,062
+1,026
+6% +$14.4K 0.08% 36
2015
Q2 		$259K Buy
18,036
+1,890
+12% +$27.8K 0.08% 38
2015
Q1 		$233K Sell
16,146
-2,964
-16% -$43.1K 0.07% 42
2014
Q4 		$281K Sell
19,110
-516
-3% -$7.44K 0.09% 34
2014
Q3 		$279K Buy
19,626
+57
+0.3% +$816 0.09% 33
2014
Q2 		$279K Buy
19,569
+240
+1% +$3.35K 0.09% 35
2014
Q1 		$266K Sell
19,329
-291
-1% -$3.9K 0.09% 33
2013
Q4 		$266K Buy
19,620
+27
+0.1% +$353 0.1% 35
2013
Q3 		$244K Sell
19,593
-783
-4% -$9.81K 0.09% 35
2013
Q2 		$246K Buy
+20,376
New +$248K 0.1% 33

Other funds holding SCHV

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
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
SWRP
Summit Wealth & Retirement Planning San Ramon, California $472M AUM 25.49% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Vista Capital Partners's SCHV Position: Q2 2026 in Review

Vista Capital Partners reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 0.23% in Q2 2026, selling an estimated $1.15K and leaving 15,327 shares worth $534K. The position accounts for 0.05% of the portfolio, ranked #93.

Vista Capital Partners first reported a position in SCHV in Q2 2013 and has held it in 53 quarters since. The position peaked at $720K in Q4 2022. 506 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Vista Capital Partners held 15,327 shares of Schwab US Large-Cap Value ETF worth $534K as of Q2 2026.
  • Vista Capital Partners sold 35 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $1.15K.
  • Schwab US Large-Cap Value ETF made up 0.05% of Vista Capital Partners's portfolio in Q2 2026, its #93 holding.
  • Vista Capital Partners first reported a position in Schwab US Large-Cap Value ETF in Q2 2013 and has held it in 53 quarters since.
  • Vista Capital Partners's Schwab US Large-Cap Value ETF position peaked at $720K in Q4 2022.
  • 506 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Vista Capital Partners's 13F filing for Q2 2026, filed 24 Jul 2026.