AIA
SCHV

Accelerate Investment Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Accelerate Investment Advisors’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 		$290K Sell
9,519
-77
-0.8% -$2.4K 0.19% 86
2025
Q4 		$284K Buy
9,596
+5
+0.1% +$146 0.19% 87
2025
Q3 		$279K Sell
9,591
-2,690
-22% -$76.4K 0.19% 89
2025
Q2 		$340K Buy
12,281
+81
+0.7% +$2.13K 0.25% 63
2025
Q1 		$324K Sell
12,200
-10,346
-46% -$278K 0.27% 62
2024
Q4 		$588K Sell
22,546
-2,033
-8% -$54.9K 0.52% 33
2024
Q3 		$658K Buy
+24,579
New +$631K 0.64% 29

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

Accelerate Investment Advisors's SCHV Position: Q1 2026 in Review

Accelerate Investment Advisors reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 0.8% in Q1 2026, selling an estimated $2.4K and leaving 9,519 shares worth $290K. The position accounts for 0.19% of the portfolio, ranked #86.

Accelerate Investment Advisors first reported a position in SCHV in Q3 2024 and has held it in 7 quarters since. The position peaked at $658K in Q3 2024. 962 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

  • Accelerate Investment Advisors held 9,519 shares of Schwab US Large-Cap Value ETF worth $290K as of Q1 2026.
  • Accelerate Investment Advisors sold 77 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $2.4K.
  • Schwab US Large-Cap Value ETF made up 0.19% of Accelerate Investment Advisors's portfolio in Q1 2026, its #86 holding.
  • Accelerate Investment Advisors first reported a position in Schwab US Large-Cap Value ETF in Q3 2024 and has held it in 7 quarters since.
  • Accelerate Investment Advisors's Schwab US Large-Cap Value ETF position peaked at $658K in Q3 2024.
  • 962 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

Based on Accelerate Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.