WPIC
SCHV

White Pine Investment Company’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

White Pine Investment Company’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 		$11.4M Buy
326,384
+417
+0.1% +$13.7K 2.42% 13
2026
Q1 		$9.94M Sell
325,967
-2,561
-0.8% -$79.8K 2.31% 14
2025
Q4 		$9.73M Buy
328,528
+2,170
+0.7% +$63.4K 2.29% 16
2025
Q3 		$9.5M Sell
326,358
-1,957
-0.6% -$55.6K 2.25% 17
2025
Q2 		$9.08M Sell
328,315
-6,353
-2% -$167K 2.27% 15
2025
Q1 		$8.89M Sell
334,668
-8,382
-2% -$225K 2.39% 13
2024
Q4 		$8.94M Sell
343,050
-2,247
-0.7% -$60.7K 2.42% 12
2024
Q3 		$9.25M Sell
345,297
-1,425
-0.4% -$36.6K 2.54% 11
2024
Q2 		$8.56M Buy
346,722
+6,561
+2% +$162K 2.52% 12
2024
Q1 		$8.62M Buy
340,161
+9,717
+3% +$233K 2.54% 10
2023
Q4 		$7.72M Buy
330,444
+17,310
+6% +$379K 2.49% 12
2023
Q3 		$6.73M Buy
313,134
+2,922
+0.9% +$65.6K 2.37% 12
2023
Q2 		$6.94M Buy
310,212
+4,161
+1% +$90.9K 2.39% 11
2023
Q1 		$6.69M Sell
306,051
-4,539
-1% -$101K 2.4% 14
2022
Q4 		$6.83M Sell
310,590
-3,954
-1% -$85.6K 2.6% 11
2022
Q3 		$6.13M Sell
314,544
-5,931
-2% -$128K 2.54% 14
2022
Q2 		$6.67M Sell
320,475
-9,234
-3% -$207K 2.64% 13
2022
Q1 		$7.85M Buy
329,709
+3,981
+1% +$94.2K 2.66% 12
2021
Q4 		$7.95M Buy
325,728
+21,333
+7% +$505K 2.65% 13
2021
Q3 		$6.85M Sell
304,395
-891
-0.3% -$20.6K 2.39% 14
2021
Q2 		$6.96M Buy
305,286
+18,780
+7% +$426K 2.4% 14
2021
Q1 		$6.23M Buy
286,506
+16,155
+6% +$337K 2.31% 17
2020
Q4 		$5.37M Buy
270,351
+62,388
+30% +$1.17M 2.17% 20
2020
Q3 		$3.62M Buy
207,963
+88,674
+74% +$1.55M 1.67% 26
2020
Q2 		$1.99M Buy
119,289
+69,675
+140% +$1.14M 0.98% 32
2020
Q1 		$732K Buy
49,614
+32,520
+190% +$596K 0.42% 41
2019
Q4 		$343K Buy
+17,094
New +$331K 0.14% 52

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
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

White Pine Investment Company's SCHV Position: Q2 2026 in Review

White Pine Investment Company increased its Schwab US Large-Cap Value ETF (SCHV) stake by 0.13% in Q2 2026, buying an estimated $13.7K and bringing the position to 326,384 shares worth $11.4M. The position accounts for 2.42% of the portfolio, ranked #13.

White Pine Investment Company first reported a position in SCHV in Q4 2019 and has held it in 27 quarters since. 597 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • White Pine Investment Company held 326,384 shares of Schwab US Large-Cap Value ETF worth $11.4M as of Q2 2026.
  • White Pine Investment Company bought 417 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $13.7K.
  • Schwab US Large-Cap Value ETF made up 2.42% of White Pine Investment Company's portfolio in Q2 2026, its #13 holding.
  • White Pine Investment Company first reported a position in Schwab US Large-Cap Value ETF in Q4 2019 and has held it in 27 quarters since.
  • 597 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on White Pine Investment Company's 13F filing for Q2 2026, filed 20 Jul 2026.