AFAS
SCHV icon

Acorn Financial Advisory Services’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Acorn Financial Advisory Services’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 		$277K Sell
7,959
-940
-11% -$31K 0.04% 183
2026
Q1 		$271K Buy
8,899
+34
+0.4% +$1.06K 0.04% 174
2025
Q4 		$262K Buy
8,865
+1,092
+14% +$31.9K 0.04% 172
2025
Q3 		$226K Buy
7,773
+31
+0.4% +$881 0.03% 192
2025
Q2 		$214K Buy
+7,742
New +$203K 0.04% 187
2024
Q1 		– Sell
-25,203
Closed -$587K – 248
2023
Q4 		$587K Sell
25,203
-3,009
-11% -$65.8K 0.1% 120
2023
Q3 		$601K Sell
28,212
-234
-0.8% -$5.25K 0.11% 118
2023
Q2 		$636K Sell
28,446
-672
-2% -$14.7K 0.11% 111
2023
Q1 		$637K Sell
29,118
-621
-2% -$13.8K 0.12% 106
2022
Q4 		$655K Sell
29,739
-873
-3% -$18.9K 0.14% 99
2022
Q3 		$599K Buy
30,612
+2,001
+7% +$43.1K 0.14% 108
2022
Q2 		$590K Sell
28,611
-138
-0.5% -$3.1K 0.14% 101
2022
Q1 		$683K Buy
28,749
+486
+2% +$11.5K 0.14% 105
2021
Q4 		$691K Buy
28,263
+2,355
+9% +$55.8K 0.14% 101
2021
Q3 		$585K Buy
25,908
+30
+0.1% +$694 0.18% 117
2021
Q2 		$591K Buy
+25,878
New +$587K 0.17% 132
2021
Q1 		– Sell
-29,571
Closed -$588K – 220
2020
Q4 		$588K Buy
29,571
+198
+0.7% +$3.7K 0.23% 111
2020
Q3 		$510K Sell
29,373
-7,167
-20% -$125K 0.27% 104
2020
Q2 		$611K Sell
36,540
-2,196
-6% -$35.9K 0.43% 82
2020
Q1 		$574K Buy
38,736
+318
+0.8% +$5.83K 0.57% 59
2019
Q4 		$772K Buy
+38,418
New +$744K 0.65% 49

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Osaic Holdings
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
SC
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

Acorn Financial Advisory Services's SCHV Position: Q2 2026 in Review

Acorn Financial Advisory Services reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 11% in Q2 2026, selling an estimated $31K and leaving 7,959 shares worth $277K. The position accounts for 0.04% of the portfolio, ranked #183.

Acorn Financial Advisory Services first reported a position in SCHV in Q4 2019 and has held it in 21 quarters since. The position peaked at $772K in Q4 2019. 995 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Acorn Financial Advisory Services held 7,959 shares of Schwab US Large-Cap Value ETF worth $277K as of Q2 2026.
  • Acorn Financial Advisory Services sold 940 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $31K.
  • Schwab US Large-Cap Value ETF made up 0.04% of Acorn Financial Advisory Services's portfolio in Q2 2026, its #183 holding.
  • Acorn Financial Advisory Services first reported a position in Schwab US Large-Cap Value ETF in Q4 2019 and has held it in 21 quarters since.
  • Acorn Financial Advisory Services's Schwab US Large-Cap Value ETF position peaked at $772K in Q4 2019.
  • 995 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Acorn Financial Advisory Services's 13F filing for Q2 2026, filed 20 Jul 2026.