VAN STRUM & TOWNE INC. SCHV — Schwab US Large-Cap Value ETF

Ownership history in VAN STRUM & TOWNE INC.  ·  20 quarters on record

AI Ownership Summary

VAN STRUM & TOWNE INC. reported Schwab US Large-Cap Value ETF (SCHV) in 20 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.44% in 2026 Q1. The latest visible filing shows SCHV at 0.44% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SCHV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was VAN STRUM & TOWNE INC.'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 0.44% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.44% 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
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.

SCHV stock page VAN STRUM & TOWNE INC. fund profile VAN STRUM & TOWNE INC. full holdings
How VAN STRUM & TOWNE INC. 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 ADDED — — — 49,433 +5,755 +13.2% 0.44% $1.5M 2026-05-07 $32.47
2025 Q4 ADDED — — — 43,678 +7,899 +22.1% 0.36% $1.3M 2026-02-03 $31.35
2025 Q3 REDUCED — — — 35,779 -314 -0.9% 0.31% $1.0M 2025-10-31 $28.62
2025 Q2 REDUCED 7.7% +5.4% ❌ 36,093 -2,990 -7.7% 0.32% $999K 2025-07-25 $27.96
2025 Q1 UNCHANGED — — — 39,083 — 0% 0.35% $1.0M 2025-05-06 $25.37
2024 Q4 ADDED — — — 39,083 +26,730 +216.4% 0.36% $1.0M 2025-02-10 $26.48
2024 Q3 ADDED — — — 12,353 +1,500 +13.8% 0.34% $993K 2024-11-12 $26.50
2024 Q2 ADDED — — — 10,853 +750 +7.4% 0.29% $804K 2024-07-25 $24.33
2024 Q1 ADDED — — — 10,103 +550 +5.8% 0.28% $768K 2024-05-03 $23.37
2023 Q4 ADDED — — — 9,553 +1,824 +23.6% 0.26% $670K 2024-01-19 $22.14
10 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SCHV

As of 2026 Q1 — sorted by position size

Mokosak Advisory Group, LLC 3Y 7Y 22.97% Northern Capital Management, Inc. 3Y 20.91% Persium Advisors, LLC 19.9% HRC WEALTH MANAGEMENT, LLC 18.86% JBGlobal.com LLC 16.92% DRAVO BAY LLC 3Y 16.47% RAINEY & RANDALL WEALTH ADVISORS INC. 3Y 7Y 14.84% KRM WEALTH MANAGEMENT L.L.C. 13.04% SUMMIT WEALTH & RETIREMENT PLANNING, INC. 3Y 7Y 12.55% Seek First Inc. 12.47%

FAQ About VAN STRUM & TOWNE INC. and SCHV

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

How long has VAN STRUM & TOWNE INC. reported owning SCHV?

VAN STRUM & TOWNE INC. reported SCHV across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported SCHV position in VAN STRUM & TOWNE INC.'s portfolio?

The largest reported portfolio weight for SCHV was 0.44% in 2026 Q1.

What is the latest reported SCHV position on this page?

The most recent filing on this page is 2026 Q1, when VAN STRUM & TOWNE INC. reported 49,433 shares, equal to 0.44% of portfolio, with an estimated market value of $1.5M.

What does the chart on this SCHV ownership page compare?

The chart compares VAN STRUM & TOWNE INC.'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 VAN STRUM & TOWNE INC. time their SCHV position?

Based on 13F filing dates vs. subsequent SCHV price moves, VAN STRUM & TOWNE INC. correctly timed 8 out of 15 reported position changes (53%).

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