Aberdeen Wealth Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Aberdeen Wealth 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 Q2	$10.4K	Hold	300	–	–	0.01%	336
2026 Q1	$9.15K	Hold	300	–	–	﹤0.01%	177
2025 Q4	$8.88K	Hold	300	–	–	﹤0.01%	174
2025 Q3	$8.73K	Hold	300	–	–	0.01%	162
2025 Q2	$8.3K	Hold	300	–	–	0.01%	162
2025 Q1	$7.97K	Hold	300	–	–	0.01%	157
2024 Q4	$7.82K	Hold	300	–	–	0.01%	163
2024 Q3	$8.04K	Hold	300	–	–	0.01%	166
2024 Q2	$7.41K	Hold	300	–	–	0.01%	168
2024 Q1	$7.6K	Hold	300	–	–	﹤0.01%	172
2023 Q4	$7.01K	Hold	300	–	–	0.01%	161
2023 Q3	$6.45K	Hold	300	–	–	﹤0.01%	159
2023 Q2	$6.71K	Hold	300	–	–	﹤0.01%	159
2023 Q1	$6.56K	Hold	300	–	–	﹤0.01%	166
2022 Q4	$6.6K	Hold	300	–	–	0.01%	167
2022 Q3	$6K	Hold	300	–	–	0.01%	160
2022 Q2	$6K	Hold	300	–	–	﹤0.01%	163
2022 Q1	$7K	Hold	300	–	–	﹤0.01%	167
2021 Q4	$7K	Buy	+300	New	+$7.11K	﹤0.01%	159
2021 Q2	–	Sell	-300	Closed	-$7K	–	151
2021 Q1	$7K	Hold	300	–	–	0.01%	147
2020 Q4	$6K	Buy	+300	New	+$5.61K	﹤0.01%	153

Other funds holding SCHV

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Aberdeen Wealth Management's SCHV Position: Q2 2026 in Review

Aberdeen Wealth Management held its Schwab US Large-Cap Value ETF (SCHV) position steady in Q2 2026 at 300 shares worth $10.4K. The position accounts for 0.01% of the portfolio, ranked #336.

Aberdeen Wealth Management first reported a position in SCHV in Q4 2020 and has held it in 21 quarters since. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

Aberdeen Wealth Management held 300 shares of Schwab US Large-Cap Value ETF worth $10.4K as of Q2 2026.
Aberdeen Wealth Management left its Schwab US Large-Cap Value ETF share count unchanged in Q2 2026.
Schwab US Large-Cap Value ETF made up 0.01% of Aberdeen Wealth Management's portfolio in Q2 2026, its #336 holding.
Aberdeen Wealth Management first reported a position in Schwab US Large-Cap Value ETF in Q4 2020 and has held it in 21 quarters since.
991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Aberdeen Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.