Ackerman Capital Advisors
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Ackerman Capital Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Ackerman Capital 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
Q3 		$9.16M Buy
274,856
+7,285
+3% +$251K 1.79% 13
2026
Q2 		$9.31M Buy
267,571
+1,052
+0.4% +$34.7K 1.88% 12
2026
Q1 		$8.13M Buy
266,519
+2,791
+1% +$87K 1.66% 16
2025
Q4 		$7.81M Sell
263,728
-151,099
-36% -$4.42M 1.57% 15
2025
Q3 		$12.1M Sell
414,827
-736
-0.2% -$20.9K 2.53% 10
2025
Q2 		$11.5M Buy
415,563
+9,169
+2% +$241K 2.67% 10
2025
Q1 		$10.8M Buy
406,394
+6,766
+2% +$182K 2.85% 11
2024
Q4 		$10.4M Sell
399,628
-3,167
-0.8% -$85.5K 2.73% 11
2024
Q3 		$10.8M Buy
402,795
+37,827
+10% +$972K 2.79% 11
2024
Q2 		$9.01M Buy
364,968
+38,751
+12% +$958K 2.39% 12
2024
Q1 		$8.26M Sell
326,217
-8,151
-2% -$195K 2.28% 13
2023
Q4 		$7.81M Sell
334,368
-44,577
-12% -$975K 2.19% 12
2023
Q3 		$8.14M Sell
378,945
-70,875
-16% -$1.59M 2.27% 15
2023
Q2 		$10.1M Sell
449,820
-40,527
-8% -$885K 2.61% 10
2023
Q1 		$10.7M Sell
490,347
-133,131
-21% -$2.96M 2.78% 10
2022
Q4 		$13.7M Sell
623,478
-144,681
-19% -$3.13M 3.69% 7
2022
Q3 		$15M Buy
768,159
+55,905
+8% +$1.2M 4.26% 6
2022
Q2 		$14.8M Sell
712,254
-59,523
-8% -$1.34M 3.99% 5
2022
Q1 		$18.4M Sell
771,777
-1,446
-0.2% -$34.2K 4.32% 5
2021
Q4 		$18.9M Sell
773,223
-26,499
-3% -$628K 4.33% 5
2021
Q3 		$18M Sell
799,722
-3,858
-0.5% -$89.2K 4.12% 6
2021
Q2 		$18.3M Buy
803,580
+233,934
+41% +$5.31M 4.29% 5
2021
Q1 		$12.4M Buy
569,646
+224,859
+65% +$4.68M 3.01% 7
2020
Q4 		$6.84M Sell
344,787
-2,307
-0.7% -$43.1K 1.74% 15
2020
Q3 		$6.04M Sell
347,094
-106,269
-23% -$1.86M 1.68% 16
2020
Q2 		$7.57M Buy
453,363
+279,171
+160% +$4.56M 2.27% 13
2020
Q1 		$2.57M Buy
+174,192
New +$3.19M 1% 22

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Avantax Planning Partners
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Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Gemmer Asset Management
Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return
Mokosak Advisory Group
Mokosak Advisory Group Urbandale, Iowa $454M AUM 14.41% 1-Year Est. Return
Rainey & Randall Wealth Advisors
Rainey & Randall Wealth Advisors Celebration, Florida $698M AUM 11.67% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Ackerman Capital Advisors's SCHV Position: Q3 2026 in Review

Ackerman Capital Advisors increased its Schwab US Large-Cap Value ETF (SCHV) stake by 2.7% in Q3 2026, buying an estimated $251K and bringing the position to 274,856 shares worth $9.16M. The position accounts for 1.79% of the portfolio, ranked #13.

Ackerman Capital Advisors first reported a position in SCHV in Q1 2020 and has held it in 27 quarters since. The position peaked at $18.9M in Q4 2021. 633 funds tracked by Wall St. Rank hold SCHV as of Q3 2026.

  • Ackerman Capital Advisors held 274,856 shares of Schwab US Large-Cap Value ETF worth $9.16M as of Q3 2026.
  • Ackerman Capital Advisors bought 7,285 Schwab US Large-Cap Value ETF shares in Q3 2026, an estimated $251K.
  • Schwab US Large-Cap Value ETF made up 1.79% of Ackerman Capital Advisors's portfolio in Q3 2026, its #13 holding.
  • Ackerman Capital Advisors first reported a position in Schwab US Large-Cap Value ETF in Q1 2020 and has held it in 27 quarters since.
  • Ackerman Capital Advisors's Schwab US Large-Cap Value ETF position peaked at $18.9M in Q4 2021.
  • 633 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2026.

Based on Ackerman Capital Advisors's 13F filing for Q3 2026, filed 30 Oct 2026.