WTC
SCHV

WhitTier Trust Company’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

WhitTier Trust 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 		$516K Hold
15,024
– – 0.01% 390
2026
Q1 		$463K Sell
15,024
-252
-2% -$7.85K 0.01% 390
2025
Q4 		$466K Buy
15,276
+13,791
+929% +$403K 0.01% 371
2025
Q3 		$43.5K Buy
1,485
+252
+20% +$7.16K ﹤0.01% 723
2025
Q2 		$34.1K Hold
1,233
– – ﹤0.01% 870
2025
Q1 		$32.8K Hold
1,233
– – ﹤0.01% 865
2024
Q4 		$32.1K Hold
1,233
– – ﹤0.01% 843
2024
Q3 		$33K Hold
1,233
– – ﹤0.01% 837
2024
Q2 		$30.4K Hold
1,233
– – ﹤0.01% 804
2024
Q1 		$31.2K Hold
1,233
– – ﹤0.01% 768
2023
Q4 		$28.8K Hold
1,233
– – ﹤0.01% 763
2023
Q3 		$26.5K Hold
1,233
– – ﹤0.01% 762
2023
Q2 		$27.6K Hold
1,233
– – ﹤0.01% 791
2023
Q1 		$27K Hold
1,233
– – ﹤0.01% 787
2022
Q4 		$27.1K Hold
1,233
– – ﹤0.01% 788
2022
Q3 		$24K Hold
1,233
– – ﹤0.01% 791
2022
Q2 		$26K Buy
+1,233
New +$27.7K ﹤0.01% 777

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

WhitTier Trust Company's SCHV Position: Q2 2026 in Review

WhitTier Trust Company held its Schwab US Large-Cap Value ETF (SCHV) position steady in Q2 2026 at 15,024 shares worth $516K. The position accounts for 0.01% of the portfolio, ranked #390.

WhitTier Trust Company first reported a position in SCHV in Q2 2022 and has held it in 17 quarters since. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • WhitTier Trust Company held 15,024 shares of Schwab US Large-Cap Value ETF worth $516K as of Q2 2026.
  • WhitTier Trust Company left its Schwab US Large-Cap Value ETF share count unchanged in Q2 2026.
  • Schwab US Large-Cap Value ETF made up 0.01% of WhitTier Trust Company's portfolio in Q2 2026, its #390 holding.
  • WhitTier Trust Company first reported a position in Schwab US Large-Cap Value ETF in Q2 2022 and has held it in 17 quarters since.
  • 991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.