William Blair & Company
SCHV

William Blair & Company’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

William Blair & 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
Q1 		$1.17M Buy
38,363
+241
+0.6% +$7.51K ﹤0.01% 891
2025
Q4 		$1.13M Sell
38,122
-3,408
-8% -$99.6K ﹤0.01% 905
2025
Q3 		$1.21M Buy
41,530
+24
+0.1% +$682 ﹤0.01% 870
2025
Q2 		$1.15M Sell
41,506
-164
-0.4% -$4.31K ﹤0.01% 853
2025
Q1 		$1.11M Sell
41,670
-196
-0.5% -$5.26K ﹤0.01% 852
2024
Q4 		$1.09M Buy
41,866
+25,738
+160% +$695K ﹤0.01% 874
2024
Q3 		$432K Sell
16,128
-5,958
-27% -$153K ﹤0.01% 1163
2024
Q2 		$545K Sell
22,086
-42
-0.2% -$1.04K ﹤0.01% 1067
2024
Q1 		$560K Sell
22,128
-2,334
-10% -$56K ﹤0.01% 1054
2023
Q4 		$572K Sell
24,462
-924
-4% -$20.2K ﹤0.01% 1039
2023
Q3 		$545K Sell
25,386
-540
-2% -$12.1K ﹤0.01% 1027
2023
Q2 		$580K Buy
25,926
+135
+0.5% +$2.95K ﹤0.01% 1006
2023
Q1 		$564K Buy
25,791
+2,817
+12% +$62.6K ﹤0.01% 1002
2022
Q4 		$506K Sell
22,974
-381
-2% -$8.25K ﹤0.01% 1038
2022
Q3 		$456K Sell
23,355
-1,650
-7% -$35.5K ﹤0.01% 1074
2022
Q2 		$520K Buy
25,005
+42
+0.2% +$943 ﹤0.01% 1051
2022
Q1 		$594K Buy
24,963
+330
+1% +$7.81K ﹤0.01% 1095
2021
Q4 		$601K Buy
24,633
+180
+0.7% +$4.26K ﹤0.01% 1144
2021
Q3 		$550K Buy
24,453
+14,754
+152% +$341K ﹤0.01% 1126
2021
Q2 		$221K Buy
9,699
+5,976
+161% +$136K ﹤0.01% 1467
2021
Q1 		$81K Buy
3,723
+723
+24% +$15.1K ﹤0.01% 1620
2020
Q4 		$60K Sell
3,000
-15
-0.5% -$280 ﹤0.01% 1605
2020
Q3 		$52K Buy
3,015
+2,475
+458% +$43.3K ﹤0.01% 1506
2020
Q2 		$9K Sell
540
-2,655
-83% -$43.4K ﹤0.01% 1597
2020
Q1 		$47K Buy
3,195
+1,167
+58% +$21.4K ﹤0.01% 1400
2019
Q4 		$41K Buy
2,028
+1,746
+619% +$33.8K ﹤0.01% 1511
2019
Q3 		$5K Sell
282
-75
-21% -$1.4K ﹤0.01% 1643
2019
Q2 		$7K Sell
357
-35,244
-99% -$651K ﹤0.01% 1667
2019
Q1 		$650K Buy
35,601
+35,214
+9,099% +$625K ﹤0.01% 870
2018
Q4 		$6K Buy
387
+75
+24% +$1.33K ﹤0.01% 1601
2018
Q3 		$6K Sell
312
-3
-1% -$56 ﹤0.01% 1590
2018
Q2 		$6K Sell
315
-2,073
-87% -$37K ﹤0.01% 1557
2018
Q1 		$42K Buy
+2,388
New +$43.8K ﹤0.01% 1363

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 $11.5B AUM 18.82% 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 $4.02B AUM 20% 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

William Blair & Company's SCHV Position: Q1 2026 in Review

William Blair & Company increased its Schwab US Large-Cap Value ETF (SCHV) stake by 0.63% in Q1 2026, buying an estimated $7.51K and bringing the position to 38,363 shares worth $1.17M. The position accounts for ﹤0.01% of the portfolio, ranked #891.

William Blair & Company first reported a position in SCHV in Q1 2018 and has held it in 33 quarters since. The position peaked at $1.21M in Q3 2025. 964 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

  • William Blair & Company held 38,363 shares of Schwab US Large-Cap Value ETF worth $1.17M as of Q1 2026.
  • William Blair & Company bought 241 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $7.51K.
  • Schwab US Large-Cap Value ETF made up ﹤0.01% of William Blair & Company's portfolio in Q1 2026, its #891 holding.
  • William Blair & Company first reported a position in Schwab US Large-Cap Value ETF in Q1 2018 and has held it in 33 quarters since.
  • William Blair & Company's Schwab US Large-Cap Value ETF position peaked at $1.21M in Q3 2025.
  • 964 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

Based on William Blair & Company's 13F filing for Q1 2026, filed 8 May 2026.