SCHV β€” Schwab US Large Cap Value ETF

Ownership history in First County Bank /CT/  Β·  5 quarters on record

AI Ownership Summary

First County Bank /CT/ reported Schwab US Large Cap Value ETF (SCHV) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 0.67% in 2026 Q1. The latest visible filing shows SCHV at 0.67% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SCHV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was First County Bank /CT/'s position in Schwab US Large Cap Value ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

SCHV was reported at 0.67% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.67% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How First County Bank /CT/ held SCHV β€” position size vs. price
% of Fund (quarterly)    SCHV price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 41,113 -435 -1.0% 0.67% $1.3M 2026-05-15 (Est.) $30.68
2025 Q4 ADDED 41,548 +1,677 +4.2% 0.64% $1.2M 2026-01-14 $30.65
2025 Q3 ADDED 39,871 +1,423 +3.7% 0.59% $1.2M 2025-10-08 $28.87
2025 Q2 ADDED 38,448 +6,725 +21.2% 0.57% $1.1M 2025-07-17 $27.60
2025 Q1 INITIATED 31,723 β€” β€” 0.47% $843K 2025-04-07 $23.44

FAQ About First County Bank /CT/ and SCHV

These are the practical questions this page is built to answer before you even open the full history table.

How long has First County Bank /CT/ reported owning SCHV?

First County Bank /CT/ reported SCHV across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported SCHV position in First County Bank /CT/'s portfolio?

The largest reported portfolio weight for SCHV was 0.67% in 2026 Q1.

What is the latest reported SCHV position on this page?

The most recent filing on this page is 2026 Q1, when First County Bank /CT/ reported 41,113 shares, equal to 0.67% of portfolio, with an estimated market value of $1.3M.

What does the chart on this SCHV ownership page compare?

The chart compares First County Bank /CT/'s quarterly SCHV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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