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

Westmount 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	$462K	Hold	13,277	–	–	0.1%	161
2026 Q1	$405K	Hold	13,277	–	–	0.1%	169
2025 Q4	$393K	Hold	13,277	–	–	0.1%	162
2025 Q3	$387K	Hold	13,277	–	–	0.1%	161
2025 Q2	$367K	Hold	13,277	–	–	0.1%	162
2025 Q1	$353K	Hold	13,277	–	–	0.11%	160
2024 Q4	$346K	Sell	13,277 -1	-0%	-$27	0.11%	153
2024 Q3	$356K	Hold	13,278	–	–	0.11%	151
2024 Q2	$326K	Hold	13,278	–	–	0.11%	152
2024 Q1	$336K	Sell	13,278 -99	-0.7%	-$2.37K	0.12%	149
2023 Q4	$313K	Buy	13,377 +99	+0.7%	+$2.17K	0.13%	146
2023 Q3	$285K	Hold	13,278	–	–	0.13%	153
2023 Q2	$297K	Hold	13,278	–	–	0.13%	143
2023 Q1	$290K	Hold	13,278	–	–	0.13%	139
2022 Q4	$292K	Buy	+13,278	New	+$287K	0.15%	134

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 22.96% 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

Westmount Partners's SCHV Position: Q2 2026 in Review

Westmount Partners held its Schwab US Large-Cap Value ETF (SCHV) position steady in Q2 2026 at 13,277 shares worth $462K. The position accounts for 0.1% of the portfolio, ranked #161.

Westmount Partners first reported a position in SCHV in Q4 2022 and has held it in 15 quarters since. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

Westmount Partners held 13,277 shares of Schwab US Large-Cap Value ETF worth $462K as of Q2 2026.
Westmount Partners left its Schwab US Large-Cap Value ETF share count unchanged in Q2 2026.
Schwab US Large-Cap Value ETF made up 0.1% of Westmount Partners's portfolio in Q2 2026, its #161 holding.
Westmount Partners first reported a position in Schwab US Large-Cap Value ETF in Q4 2022 and has held it in 15 quarters since.
991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Westmount Partners's 13F filing for Q2 2026, filed 7 Jul 2026.