WIC
SCHV

Woodmont Investment Counsel’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Woodmont Investment Counsel’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 		$3.62M Buy
104,114
+149
+0.1% +$4.91K 0.2% 81
2026
Q1 		$3.17M Sell
103,965
-312
-0.3% -$9.72K 0.2% 82
2025
Q4 		$3.09M Buy
104,277
+192
+0.2% +$5.61K 0.19% 81
2025
Q3 		$3.03M Sell
104,085
-39
-0% -$1.11K 0.2% 81
2025
Q2 		$2.88M Hold
104,124
– – 0.19% 87
2025
Q1 		$2.77M Hold
104,124
– – 0.2% 84
2024
Q4 		$2.71M Sell
104,124
-150
-0.1% -$4.05K 0.2% 81
2024
Q3 		$2.79M Hold
104,274
– – 0.21% 80
2024
Q2 		$2.57M Hold
104,274
– – 0.21% 79
2024
Q1 		$2.64M Hold
104,274
– – 0.22% 82
2023
Q4 		$2.44M Hold
104,274
– – 0.23% 80
2023
Q3 		$2.24M Buy
104,274
+1,125
+1% +$25.3K 0.24% 85
2023
Q2 		$2.31M Buy
103,149
+375
+0.4% +$8.19K 0.24% 82
2023
Q1 		$2.25M Sell
102,774
-6,075
-6% -$135K 0.24% 88
2022
Q4 		$2.4M Buy
108,849
+3,600
+3% +$77.9K 0.27% 80
2022
Q3 		$2.05M Sell
105,249
-1,500
-1% -$32.3K 0.26% 84
2022
Q2 		$2.22M Sell
106,749
-210
-0.2% -$4.71K 0.27% 85
2022
Q1 		$2.54M Sell
106,959
-2,322
-2% -$55K 0.29% 79
2021
Q4 		$2.67M Buy
109,281
+1,260
+1% +$29.8K 0.34% 71
2021
Q3 		$2.43M Buy
108,021
+2,772
+3% +$64.1K 0.35% 68
2021
Q2 		$2.4M Hold
105,249
– – 0.38% 64
2021
Q1 		$2.29M Buy
105,249
+600
+0.6% +$12.5K 0.39% 62
2020
Q4 		$2.08M Hold
104,649
– – 0.39% 64
2020
Q3 		$1.82M Buy
104,649
+6,900
+7% +$121K 0.39% 64
2020
Q2 		$1.63M Buy
+97,749
New +$1.6M 0.39% 66
2016
Q4 		– Sell
-2,100
Closed -$32K – 530
2016
Q3 		$32K Buy
+2,100
New +$32K 0.01% 305
2016
Q2 		– Sell
-2,100
Closed -$30K – 403
2016
Q1 		$30K Hold
2,100
– – 0.01% 316
2015
Q4 		$30K Hold
2,100
– – 0.01% 320
2015
Q3 		$28K Hold
2,100
– – 0.01% 320
2015
Q2 		$30K Buy
+2,100
New +$30.9K 0.01% 319

Other funds holding SCHV

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
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
RRWA
Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return
MAG
Mokosak Advisory Group Urbandale, Iowa $462M AUM 25.98% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

Woodmont Investment Counsel's SCHV Position: Q2 2026 in Review

Woodmont Investment Counsel increased its Schwab US Large-Cap Value ETF (SCHV) stake by 0.14% in Q2 2026, buying an estimated $4.91K and bringing the position to 104,114 shares worth $3.62M. The position accounts for 0.2% of the portfolio, ranked #81.

Woodmont Investment Counsel first reported a position in SCHV in Q2 2015 and has held it in 30 quarters since. 677 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Woodmont Investment Counsel held 104,114 shares of Schwab US Large-Cap Value ETF worth $3.62M as of Q2 2026.
  • Woodmont Investment Counsel bought 149 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $4.91K.
  • Schwab US Large-Cap Value ETF made up 0.2% of Woodmont Investment Counsel's portfolio in Q2 2026, its #81 holding.
  • Woodmont Investment Counsel first reported a position in Schwab US Large-Cap Value ETF in Q2 2015 and has held it in 30 quarters since.
  • 677 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Woodmont Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.