YP
SCHV

YANKCOM Partnership’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

YANKCOM Partnership’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 		$20.4M Buy
585,528
+49,442
+9% +$1.63M 7.31% 2
2026
Q1 		$16.4M Buy
536,086
+65,718
+14% +$2.05M 6.72% 2
2025
Q4 		$13.9M Buy
470,368
+20,582
+5% +$602K 5.92% 3
2025
Q3 		$13.1M Buy
449,786
+18,586
+4% +$528K 5.89% 3
2025
Q2 		$11.9M Buy
431,200
+27,072
+7% +$712K 5.84% 2
2025
Q1 		$10.7M Sell
404,128
-11,985
-3% -$322K 5.91% 2
2024
Q4 		$10.8M Buy
+416,113
New +$11.2M 5.8% 2

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
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

YANKCOM Partnership's SCHV Position: Q2 2026 in Review

YANKCOM Partnership increased its Schwab US Large-Cap Value ETF (SCHV) stake by 9.2% in Q2 2026, buying an estimated $1.63M and bringing the position to 585,528 shares worth $20.4M. The position accounts for 7.31% of the portfolio, ranked #2.

YANKCOM Partnership first reported a position in SCHV in Q4 2024 and has held it in 7 quarters since. 638 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • YANKCOM Partnership held 585,528 shares of Schwab US Large-Cap Value ETF worth $20.4M as of Q2 2026.
  • YANKCOM Partnership bought 49,442 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $1.63M.
  • Schwab US Large-Cap Value ETF made up 7.31% of YANKCOM Partnership's portfolio in Q2 2026, its #2 holding.
  • YANKCOM Partnership first reported a position in Schwab US Large-Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 638 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on YANKCOM Partnership's 13F filing for Q2 2026, filed 21 Jul 2026.