ZIM
SCHV

Zacks Investment Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Zacks Investment Management’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
Q1 		$1.35M Sell
44,167
-20,180
-31% -$629K 0.01% 384
2025
Q4 		$1.91M Buy
64,347
+18,237
+40% +$533K 0.02% 351
2025
Q3 		$1.34M Buy
46,110
+419
+0.9% +$11.9K 0.01% 385
2025
Q2 		$1.26M Sell
45,691
-7,093
-13% -$186K 0.01% 374
2025
Q1 		$1.4M Sell
52,784
-29,829
-36% -$801K 0.01% 370
2024
Q4 		$2.15M Buy
82,613
+36,968
+81% +$998K 0.02% 325
2024
Q3 		$1.22M Buy
45,645
+132
+0.3% +$3.39K 0.01% 390
2024
Q2 		$1.12M Sell
45,513
-1,722
-4% -$42.6K 0.01% 356
2024
Q1 		$1.2M Sell
47,235
-8,373
-15% -$201K 0.01% 382
2023
Q4 		$1.3M Buy
55,608
+1,902
+4% +$41.6K 0.02% 347
2023
Q3 		$1.15M Sell
53,706
-8,958
-14% -$201K 0.01% 354
2023
Q2 		$1.4M Buy
62,664
+10,068
+19% +$220K 0.02% 329
2023
Q1 		$1.15M Sell
52,596
-8,559
-14% -$190K 0.02% 336
2022
Q4 		$1.35M Buy
61,155
+5,631
+10% +$122K 0.02% 321
2022
Q3 		$1.08M Buy
55,524
+37,572
+209% +$809K 0.02% 330
2022
Q2 		$374K Buy
17,952
+81
+0.5% +$1.82K 0.01% 460
2022
Q1 		$425K Sell
17,871
-2,295
-11% -$54.3K 0.01% 463
2021
Q4 		$492K Buy
20,166
+8,301
+70% +$197K 0.01% 467
2021
Q3 		$267K Sell
11,865
-8,412
-41% -$195K ﹤0.01% 540
2021
Q2 		$462K Sell
20,277
-300
-1% -$6.81K 0.01% 464
2021
Q1 		$448K Sell
20,577
-288
-1% -$6K 0.01% 428
2020
Q4 		$414K Sell
20,865
-177
-0.8% -$3.31K 0.01% 435
2020
Q3 		$366K Buy
21,042
+1,107
+6% +$19.4K 0.01% 434
2020
Q2 		$333K Sell
19,935
-1,938
-9% -$31.6K 0.01% 431
2020
Q1 		$323K Sell
21,873
-861
-4% -$15.8K 0.01% 425
2019
Q4 		$456K Sell
22,734
-2,727
-11% -$52.8K 0.01% 456
2019
Q3 		$481K Sell
25,461
-1,452
-5% -$27.2K 0.01% 444
2019
Q2 		$504K Buy
26,913
+2,799
+12% +$51.7K 0.01% 455
2019
Q1 		$440K Buy
24,114
+2,253
+10% +$40K 0.01% 464
2018
Q4 		$359K Sell
21,861
-1,968
-8% -$34.8K 0.01% 460
2018
Q3 		$445K Sell
23,829
-2,748
-10% -$50.9K 0.01% 452
2018
Q2 		$471K Buy
26,577
+2,235
+9% +$39.9K 0.01% 469
2018
Q1 		$429K Sell
24,342
-612
-2% -$11.2K 0.01% 463
2017
Q4 		$455K Sell
24,954
-1,296
-5% -$23.1K 0.01% 471
2017
Q3 		$453K Sell
26,250
-25,980
-50% -$440K 0.01% 457
2017
Q2 		$874K Sell
52,230
-864
-2% -$14.4K 0.02% 398
2017
Q1 		$879K Buy
53,094
+40,143
+310% +$660K 0.02% 390
2016
Q4 		$208K Sell
12,951
-12,096
-48% -$187K 0.01% 595
2016
Q3 		$380K Buy
25,047
+1,854
+8% +$28.3K 0.01% 475
2016
Q2 		$346K Sell
23,193
-690
-3% -$10.1K 0.01% 481
2016
Q1 		$344K Sell
23,883
-3,213
-12% -$44K 0.01% 474
2015
Q4 		$383K Sell
27,096
-822
-3% -$11.7K 0.01% 450
2015
Q3 		$371K Sell
27,918
-2,292
-8% -$32.1K 0.01% 476
2015
Q2 		$433K Buy
30,210
+4,491
+17% +$66.1K 0.01% 463
2015
Q1 		$371K Buy
25,719
+2,961
+13% +$43.1K 0.01% 473
2014
Q4 		$335K Buy
22,758
+2,841
+14% +$41K 0.01% 482
2014
Q3 		$283K Buy
19,917
+1,305
+7% +$18.7K 0.01% 540
2014
Q2 		$266K Buy
18,612
+3,120
+20% +$43.5K 0.01% 606
2014
Q1 		$213K Buy
+15,492
New +$208K 0.01% 633

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Zacks Investment Management's SCHV Position: Q1 2026 in Review

Zacks Investment Management reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 31% in Q1 2026, selling an estimated $629K and leaving 44,167 shares worth $1.35M. The position accounts for 0.01% of the portfolio, ranked #384.

Zacks Investment Management first reported a position in SCHV in Q1 2014 and has held it in 49 quarters since. The position peaked at $2.15M in Q4 2024. 962 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

  • Zacks Investment Management held 44,167 shares of Schwab US Large-Cap Value ETF worth $1.35M as of Q1 2026.
  • Zacks Investment Management sold 20,180 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $629K.
  • Schwab US Large-Cap Value ETF made up 0.01% of Zacks Investment Management's portfolio in Q1 2026, its #384 holding.
  • Zacks Investment Management first reported a position in Schwab US Large-Cap Value ETF in Q1 2014 and has held it in 49 quarters since.
  • Zacks Investment Management's Schwab US Large-Cap Value ETF position peaked at $2.15M in Q4 2024.
  • 962 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

Based on Zacks Investment Management's 13F filing for Q1 2026, filed 14 May 2026.