WMA
SCHV

William Mack & Associates’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

William Mack & Associates’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 		$1.93M Buy
55,360
+6,965
+14% +$229K 0.68% 19
2026
Q1 		$1.48M Sell
48,395
-1,590
-3% -$49.5K 0.84% 16
2025
Q4 		$1.48M Sell
49,985
-262
-0.5% -$7.66K 0.7% 17
2025
Q3 		$1.46M Buy
50,247
+133
+0.3% +$3.78K 0.79% 17
2025
Q2 		$1.39M Buy
50,114
+1,456
+3% +$38.3K 0.88% 17
2025
Q1 		$1.29M Buy
48,658
+531
+1% +$14.3K 1.11% 15
2024
Q4 		$1.25M Buy
+48,127
New +$1.3M 1.31% 14

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

William Mack & Associates's SCHV Position: Q2 2026 in Review

William Mack & Associates increased its Schwab US Large-Cap Value ETF (SCHV) stake by 14% in Q2 2026, buying an estimated $229K and bringing the position to 55,360 shares worth $1.93M. The position accounts for 0.68% of the portfolio, ranked #19.

William Mack & Associates first reported a position in SCHV in Q4 2024 and has held it in 7 quarters since. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • William Mack & Associates held 55,360 shares of Schwab US Large-Cap Value ETF worth $1.93M as of Q2 2026.
  • William Mack & Associates bought 6,965 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $229K.
  • Schwab US Large-Cap Value ETF made up 0.68% of William Mack & Associates's portfolio in Q2 2026, its #19 holding.
  • William Mack & Associates first reported a position in Schwab US Large-Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on William Mack & Associates's 13F filing for Q2 2026, filed 10 Jul 2026.