ACA
SCHV

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
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

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

Ackerman Capital Advisors's SCHV Position: Q1 2026 in Review

Ackerman Capital Advisors increased its Schwab US Large-Cap Value ETF (SCHV) stake by 1.1% in Q1 2026, buying an estimated $87K and bringing the position to 266,519 shares worth $8.13M. The position accounts for 1.66% of the portfolio, ranked #16.

Ackerman Capital Advisors first reported a position in SCHV in Q1 2020 and has held it in 25 quarters since. The position peaked at $18.9M in Q4 2021. 962 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

  • Ackerman Capital Advisors held 266,519 shares of Schwab US Large-Cap Value ETF worth $8.13M as of Q1 2026.
  • Ackerman Capital Advisors bought 2,791 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $87K.
  • Schwab US Large-Cap Value ETF made up 1.66% of Ackerman Capital Advisors's portfolio in Q1 2026, its #16 holding.
  • Ackerman Capital Advisors first reported a position in Schwab US Large-Cap Value ETF in Q1 2020 and has held it in 25 quarters since.
  • Ackerman Capital Advisors's Schwab US Large-Cap Value ETF position peaked at $18.9M in Q4 2021.
  • 962 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

Based on Ackerman Capital Advisors's 13F filing for Q1 2026, filed 5 May 2026.