WCM
SCHV

Whitener Capital Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Whitener Capital Management’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 		$1.78M Buy
51,167
+5,443
+12% +$179K 0.38% 58
2026
Q1 		$1.39M Sell
45,724
-1,327
-3% -$41.3K 0.32% 63
2025
Q4 		$1.39M Sell
47,051
-793
-2% -$23.2K 0.32% 66
2025
Q3 		$1.39M Buy
47,844
+788
+2% +$22.4K 0.33% 61
2025
Q2 		$1.3M Buy
47,056
+2,755
+6% +$72.4K 0.34% 62
2025
Q1 		$1.18M Buy
44,301
+1,300
+3% +$34.9K 0.33% 65
2024
Q4 		$1.12M Buy
43,001
+1,796
+4% +$48.5K 0.31% 63
2024
Q3 		$1.1M Buy
41,205
+2,253
+6% +$57.9K 0.31% 63
2024
Q2 		$962K Buy
38,952
+471
+1% +$11.6K 0.29% 68
2024
Q1 		$975K Buy
38,481
+1,488
+4% +$35.7K 0.32% 67
2023
Q4 		$864K Sell
36,993
-2,697
-7% -$59K 0.31% 66
2023
Q3 		$853K Buy
39,690
+2,403
+6% +$54K 0.34% 61
2023
Q2 		$834K Buy
37,287
+3,546
+11% +$77.4K 0.32% 65
2023
Q1 		$738K Buy
33,741
+1,842
+6% +$40.9K 0.31% 68
2022
Q4 		$702K Buy
31,899
+2,622
+9% +$56.8K 0.31% 68
2022
Q3 		$570K Buy
29,277
+801
+3% +$17.2K 0.27% 75
2022
Q2 		$592K Buy
28,476
+255
+0.9% +$5.72K 0.27% 77
2022
Q1 		$671K Buy
28,221
+570
+2% +$13.5K 0.25% 85
2021
Q4 		$674K Buy
27,651
+2,982
+12% +$70.6K 0.24% 84
2021
Q3 		$489K Buy
24,669
+618
+3% +$14.3K 0.23% 81
2021
Q2 		$548K Buy
24,051
+1,575
+7% +$35.7K 0.22% 85
2021
Q1 		$489K Sell
22,476
-2,193
-9% -$45.7K 0.21% 87
2020
Q4 		$489K Sell
24,669
-5,745
-19% -$107K 0.22% 82
2020
Q3 		$529K Sell
30,414
-474
-2% -$8.29K 0.25% 75
2020
Q2 		$515K Sell
30,888
-1,641
-5% -$26.8K 0.27% 71
2020
Q1 		$480K Sell
32,529
-8,535
-21% -$156K 0.31% 66
2019
Q4 		$822K Buy
41,064
+1,779
+5% +$34.5K 0.43% 62
2019
Q3 		$742K Buy
39,285
+4,065
+12% +$76.1K 0.41% 61
2019
Q2 		$659K Buy
35,220
+1,965
+6% +$36.3K 0.37% 66
2019
Q1 		$606K Buy
33,255
+2,205
+7% +$39.1K 0.4% 63
2018
Q4 		$510K Buy
31,050
+1,011
+3% +$17.9K 0.38% 70
2018
Q3 		$561K Sell
30,039
-111
-0.4% -$2.06K 0.37% 71
2018
Q2 		$533K Buy
30,150
+4,428
+17% +$79K 0.42% 69
2018
Q1 		$453K Buy
25,722
+19,512
+314% +$357K 0.35% 73
2017
Q4 		$113K Buy
+6,210
New +$110K 0.1% 140

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Envestnet Asset Management
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
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Osaic Holdings
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
SC
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

Whitener Capital Management's SCHV Position: Q2 2026 in Review

Whitener Capital Management increased its Schwab US Large-Cap Value ETF (SCHV) stake by 12% in Q2 2026, buying an estimated $179K and bringing the position to 51,167 shares worth $1.78M. The position accounts for 0.38% of the portfolio, ranked #58.

Whitener Capital Management first reported a position in SCHV in Q4 2017 and has held it in 35 quarters since. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Whitener Capital Management held 51,167 shares of Schwab US Large-Cap Value ETF worth $1.78M as of Q2 2026.
  • Whitener Capital Management bought 5,443 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $179K.
  • Schwab US Large-Cap Value ETF made up 0.38% of Whitener Capital Management's portfolio in Q2 2026, its #58 holding.
  • Whitener Capital Management first reported a position in Schwab US Large-Cap Value ETF in Q4 2017 and has held it in 35 quarters since.
  • 991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Whitener Capital Management's 13F filing for Q2 2026, filed 10 Jul 2026.