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BOLTON SECURITIES CORPORATION’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

BOLTON SECURITIES CORPORATION’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
Q3 		$78.1K Buy
2,344
+1,037
+79% +$35.7K ﹤0.01% 1192
2026
Q2 		$45.5K Hold
1,307
– – ﹤0.01% 1367
2026
Q1 		$39.9K Buy
+1,307
New +$40.7K ﹤0.01% 1285
2025
Q3 		$38K Buy
+1,307
New +$37.1K ﹤0.01% 1208
2025
Q1 		$15.9K Buy
+600
New +$16.1K ﹤0.01% 1332

Other funds holding SCHV

SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Avantax Planning Partners
Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Gemmer Asset Management
Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's SCHV Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION increased its Schwab US Large-Cap Value ETF (SCHV) stake by 79% in Q3 2026, buying an estimated $35.7K and bringing the position to 2,344 shares worth $78.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1192.

BOLTON SECURITIES CORPORATION first reported a position in SCHV in Q1 2025 and has held it in 5 quarters since. 770 funds tracked by Wall St. Rank hold SCHV as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 2,344 shares of Schwab US Large-Cap Value ETF worth $78.1K as of Q3 2026.
  • BOLTON SECURITIES CORPORATION bought 1,037 Schwab US Large-Cap Value ETF shares in Q3 2026, an estimated $35.7K.
  • Schwab US Large-Cap Value ETF made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #1192 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in Schwab US Large-Cap Value ETF in Q1 2025 and has held it in 5 quarters since.
  • 770 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.