Mill Creek Capital Advisors, LLC SCHV SCHWAB U.S. LARGE-CAP VALUE ETF

Ownership history in Mill Creek Capital Advisors, LLC  ·  10 quarters on record

AI Ownership Summary

Mill Creek Capital Advisors, LLC reported SCHWAB U.S. LARGE-CAP VALUE ETF (SCHV) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.1% in 2025 Q2. The latest visible filing shows SCHV at 0.07% 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 Mill Creek Capital Advisors, LLC's position in SCHWAB U.S. 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 0.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.1% in 2025 Q2

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

Time in book
Holding Window
2023 Q4 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 Mill Creek Capital Advisors, LLC held SCHV — position size vs. price
% of Fund (quarterly)    SCHV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 104,054 -231 -0.2% 0.07% $3.2M 2026-05-14 $32.97
2025 Q4 REDUCED 35.2% +3.5% 104,285 -56,642 -35.2% 0.06% $3.1M 2026-02-13 $31.95
2025 Q3 ADDED 160,927 +9 +0.0% 0.10% $4.7M 2025-11-12 $29.09
2025 Q2 ADDED 160,918 +120,582 +298.9% 0.10% $4.5M 2025-08-11 $27.52
2025 Q1 ADDED 40,336 +1,525 +3.9% 0.03% $1.1M 2025-05-13 $26.19
2024 Q4 ADDED 38,811 +25,874 +200.0% 0.02% $1.0M 2025-01-29 $26.40
2024 Q3 UNCHANGED 12,937 0% 0.03% $1.0M 2024-11-06 $26.53
2024 Q2 UNCHANGED 12,937 0% 0.02% $958K 2024-08-14 $24.38
2024 Q1 ADDED 12,937 +861 +7.1% 0.03% $983K 2024-05-14 $23.96
2023 Q4 INITIATED 12,076 0.03% $847K 2024-02-14 $22.55

FAQ About Mill Creek Capital Advisors, LLC and SCHV

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

How long has Mill Creek Capital Advisors, LLC reported owning SCHV?

Mill Creek Capital Advisors, LLC reported SCHV across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported SCHV position in Mill Creek Capital Advisors, LLC's portfolio?

The largest reported portfolio weight for SCHV was 0.10% in 2025 Q2.

What is the latest reported SCHV position on this page?

The most recent filing on this page is 2026 Q1, when Mill Creek Capital Advisors, LLC reported 104,054 shares, equal to 0.07% of portfolio, with an estimated market value of $3.2M.

What does the chart on this SCHV ownership page compare?

The chart compares Mill Creek Capital Advisors, LLC'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.

How well did Mill Creek Capital Advisors, LLC time their SCHV position?

Based on 13F filing dates vs. subsequent SCHV price moves, Mill Creek Capital Advisors, LLC correctly timed 5 out of 7 reported position changes (71%). The annualised alpha on SCHV relative to SPY over the holding period was -2.3%.

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