Wilmington Savings Fund Society’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Wilmington Savings Fund Society’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	$634K	Hold	18,210	–	–	0.01%	378
2026 Q1	$555K	Hold	18,210	–	–	0.01%	390
2025 Q4	$539K	Hold	18,210	–	–	0.01%	408
2025 Q3	$530K	Hold	18,210	–	–	0.01%	398
2025 Q2	$504K	Hold	18,210	–	–	0.01%	582
2025 Q1	$484K	Hold	18,210	–	–	0.01%	584
2024 Q4	$475K	Hold	18,210	–	–	0.01%	605
2024 Q3	$488K	Buy	+18,210	New	+$468K	0.01%	584

Other funds holding SCHV

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

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

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

Wilmington Savings Fund Society's SCHV Position: Q2 2026 in Review

Wilmington Savings Fund Society held its Schwab US Large-Cap Value ETF (SCHV) position steady in Q2 2026 at 18,210 shares worth $634K. The position accounts for 0.01% of the portfolio, ranked #378.

Wilmington Savings Fund Society first reported a position in SCHV in Q3 2024 and has held it in 8 quarters since. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

Wilmington Savings Fund Society held 18,210 shares of Schwab US Large-Cap Value ETF worth $634K as of Q2 2026.
Wilmington Savings Fund Society 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 Wilmington Savings Fund Society's portfolio in Q2 2026, its #378 holding.
Wilmington Savings Fund Society first reported a position in Schwab US Large-Cap Value ETF in Q3 2024 and has held it in 8 quarters since.
991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Wilmington Savings Fund Society's 13F filing for Q2 2026, filed 28 Jul 2026.