Wells Fargo
SCHV

Wells Fargo’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Wells Fargo’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
Q1 		$25M Sell
819,710
-59,149
-7% -$1.84M ﹤0.01% 1364
2025
Q4 		$26M Buy
878,859
+45,603
+5% +$1.33M ﹤0.01% 1319
2025
Q3 		$24.3M Sell
833,256
-316,677
-28% -$9M ﹤0.01% 1364
2025
Q2 		$31.8M Buy
1,149,933
+124,084
+12% +$3.26M 0.01% 1101
2025
Q1 		$27.3M Sell
1,025,849
-5,842
-0.6% -$157K 0.01% 1133
2024
Q4 		$26.9M Sell
1,031,691
-3,810
-0.4% -$103K 0.01% 1158
2024
Q3 		$27.7M Sell
1,035,501
-28,905
-3% -$742K 0.01% 1099
2024
Q2 		$26.3M Buy
1,064,406
+32,187
+3% +$795K 0.01% 1085
2024
Q1 		$26.1M Sell
1,032,219
-74,700
-7% -$1.79M 0.01% 1064
2023
Q4 		$25.9M Buy
1,106,919
+182,526
+20% +$3.99M 0.01% 1022
2023
Q3 		$19.9M Sell
924,393
-27,108
-3% -$609K 0.01% 1093
2023
Q2 		$21.3M Sell
951,501
-308,799
-25% -$6.74M 0.01% 1085
2023
Q1 		$27.6M Buy
1,260,300
+16,413
+1% +$365K 0.01% 937
2022
Q4 		$27.4M Sell
1,243,887
-31,287
-2% -$677K 0.01% 935
2022
Q3 		$24.9M Sell
1,275,174
-131,883
-9% -$2.84M 0.01% 960
2022
Q2 		$29.3M Sell
1,407,057
-24,426
-2% -$548K 0.01% 929
2022
Q1 		$34.1M Sell
1,431,483
-174,993
-11% -$4.14M 0.01% 977
2021
Q4 		$39.2M Sell
1,606,476
-24,960
-2% -$591K 0.01% 898
2021
Q3 		$36.7M Buy
1,631,436
+10,554
+0.7% +$244K 0.01% 1254
2021
Q2 		$36.9M Buy
1,620,882
+98,616
+6% +$2.24M 0.01% 1264
2021
Q1 		$33.1M Buy
1,522,266
+333,603
+28% +$6.95M 0.01% 1291
2020
Q4 		$23.6M Buy
1,188,663
+40,119
+3% +$750K 0.01% 1442
2020
Q3 		$20M Buy
1,148,544
+35,721
+3% +$625K 0.01% 1415
2020
Q2 		$18.6M Buy
1,112,823
+28,587
+3% +$467K 0.01% 1419
2020
Q1 		$16M Buy
1,084,236
+8,943
+0.8% +$164K 0.01% 1366
2019
Q4 		$21.5M Buy
1,075,293
+20,238
+2% +$392K 0.01% 1409
2019
Q3 		$20M Sell
1,055,055
-73,500
-7% -$1.38M 0.01% 1444
2019
Q2 		$21.1M Sell
1,128,555
-7,041
-0.6% -$130K 0.01% 1446
2019
Q1 		$20.7M Buy
1,135,596
+61,248
+6% +$1.09M 0.01% 1415
2018
Q4 		$17.7M Buy
1,074,348
+576,042
+116% +$10.2M 0.01% 1446
2018
Q3 		$9.31M Buy
498,306
+43,458
+10% +$806K ﹤0.01% 2131
2018
Q2 		$8.05M Buy
454,848
+17,349
+4% +$310K ﹤0.01% 2243
2018
Q1 		$7.71M Buy
437,499
+3,906
+0.9% +$71.6K ﹤0.01% 2242
2017
Q4 		$7.9M Buy
433,593
+9,567
+2% +$170K ﹤0.01% 2177
2017
Q3 		$7.32M Buy
424,026
+27,561
+7% +$467K ﹤0.01% 2217
2017
Q2 		$6.63M Sell
396,465
-16,362
-4% -$272K ﹤0.01% 2227
2017
Q1 		$6.84M Buy
412,827
+146,643
+55% +$2.41M ﹤0.01% 2185
2016
Q4 		$4.27M Buy
266,184
+3,072
+1% +$47.6K ﹤0.01% 2529
2016
Q3 		$4M Buy
263,112
+72,459
+38% +$1.1M ﹤0.01% 2433
2016
Q2 		$2.85M Buy
190,653
+15,549
+9% +$228K ﹤0.01% 2724
2016
Q1 		$2.52M Buy
175,104
+21,471
+14% +$294K ﹤0.01% 2757
2015
Q4 		$2.17M Buy
153,633
+14,292
+10% +$203K ﹤0.01% 2923
2015
Q3 		$1.85M Buy
139,341
+54,987
+65% +$770K ﹤0.01% 3059
2015
Q2 		$1.21M Sell
84,354
-11,037
-12% -$162K ﹤0.01% 3458
2015
Q1 		$1.38M Sell
95,391
-48,210
-34% -$702K ﹤0.01% 3301
2014
Q4 		$2.11M Buy
143,601
+3,066
+2% +$44.2K ﹤0.01% 2975
2014
Q3 		$2M Buy
140,535
+40,122
+40% +$575K ﹤0.01% 3001
2014
Q2 		$1.43M Buy
100,413
+33,051
+49% +$461K ﹤0.01% 3234
2014
Q1 		$925K Buy
67,362
+62,373
+1,250% +$836K ﹤0.01% 3553
2013
Q4 		$68K Buy
4,989
+4,092
+456% +$53.4K ﹤0.01% 4653
2013
Q3 		$11K Sell
897
-42
-4% -$526 ﹤0.01% 5104
2013
Q2 		$11K Buy
+939
New +$11.4K ﹤0.01% 5038

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Wells Fargo's SCHV Position: Q1 2026 in Review

Wells Fargo reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 6.7% in Q1 2026, selling an estimated $1.84M and leaving 819,710 shares worth $25M. The position accounts for ﹤0.01% of the portfolio, ranked #1364.

Wells Fargo first reported a position in SCHV in Q2 2013 and has held it in 52 quarters since. The position peaked at $39.2M in Q4 2021. 962 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

  • Wells Fargo held 819,710 shares of Schwab US Large-Cap Value ETF worth $25M as of Q1 2026.
  • Wells Fargo sold 59,149 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $1.84M.
  • Schwab US Large-Cap Value ETF made up ﹤0.01% of Wells Fargo's portfolio in Q1 2026, its #1364 holding.
  • Wells Fargo first reported a position in Schwab US Large-Cap Value ETF in Q2 2013 and has held it in 52 quarters since.
  • Wells Fargo's Schwab US Large-Cap Value ETF position peaked at $39.2M in Q4 2021.
  • 962 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

Based on Wells Fargo's 13F filing for Q1 2026, filed 11 May 2026.