AWA
SCHV

Acorn Wealth Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Acorn Wealth 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
Q2 		$277K Sell
7,966
-833
-9% -$27.4K 0.07% 244
2026
Q1 		$268K Buy
8,799
+37
+0.4% +$1.15K 0.08% 218
2025
Q4 		$259K Sell
8,762
-310
-3% -$9.06K 0.08% 230
2025
Q3 		$264K Buy
9,072
+42
+0.5% +$1.19K 0.08% 232
2025
Q2 		$250K Sell
9,030
-1,761
-16% -$46.3K 0.09% 209
2025
Q1 		$287K Sell
10,791
-1,070
-9% -$28.7K 0.12% 176
2024
Q4 		$309K Buy
11,861
+605
+5% +$16.3K 0.13% 163
2024
Q3 		$302K Sell
11,256
-1,323
-11% -$34K 0.13% 168
2024
Q2 		$311K Sell
12,579
-279
-2% -$6.89K 0.15% 142
2024
Q1 		$326K Sell
12,858
-957
-7% -$22.9K 0.17% 129
2023
Q4 		$323K Buy
13,815
+96
+0.7% +$2.1K 0.19% 118
2023
Q3 		$295K Buy
13,719
+15
+0.1% +$337 0.2% 121
2023
Q2 		$306K Buy
13,704
+81
+0.6% +$1.77K 0.21% 115
2023
Q1 		$298K Buy
13,623
+81
+0.6% +$1.8K 0.22% 112
2022
Q4 		$298K Buy
13,542
+87
+0.6% +$1.88K 0.23% 103
2022
Q3 		$262K Buy
13,455
+681
+5% +$14.7K 0.21% 115
2022
Q2 		$266K Buy
12,774
+1,221
+11% +$27.4K 0.21% 122
2022
Q1 		$275K Buy
11,553
+48
+0.4% +$1.14K 0.19% 135
2021
Q4 		$281K Buy
11,505
+39
+0.3% +$924 0.18% 134
2021
Q3 		$258K Buy
11,466
+999
+10% +$23.1K 0.18% 135
2021
Q2 		$239K Buy
10,467
+51
+0.5% +$1.16K 0.17% 147
2021
Q1 		$227K Sell
10,416
-6
-0.1% -$125 0.16% 144
2020
Q4 		$207K Buy
+10,422
New +$195K 0.16% 140
2020
Q2 		– Sell
-14,808
Closed -$222K – 121
2020
Q1 		$222K Buy
14,808
+18
+0.1% +$330 0.25% 89
2019
Q4 		$295K Buy
14,790
+150
+1% +$2.91K 0.25% 88
2019
Q3 		$286K Sell
14,640
-138
-0.9% -$2.58K 0.25% 88
2019
Q2 		$273K Sell
14,778
-477
-3% -$8.82K 0.25% 88
2019
Q1 		$285K Sell
15,255
-765
-5% -$13.6K 0.26% 80
2018
Q4 		$270K Buy
16,020
+1,224
+8% +$21.7K 0.28% 77
2018
Q3 		$264K Buy
14,796
+6,405
+76% +$119K 0.26% 90
2018
Q2 		$149K Buy
8,391
+54
+0.6% +$963 0.13% 133
2018
Q1 		$148K Buy
8,337
+105
+1% +$1.92K 0.13% 133
2017
Q4 		$152K Buy
+8,232
New +$146K 0.14% 125

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 22.96% 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 Wealth Advisors's SCHV Position: Q2 2026 in Review

Acorn Wealth Advisors reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 9.5% in Q2 2026, selling an estimated $27.4K and leaving 7,966 shares worth $277K. The position accounts for 0.07% of the portfolio, ranked #244.

Acorn Wealth Advisors first reported a position in SCHV in Q4 2017 and has held it in 33 quarters since. The position peaked at $326K in Q1 2024. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Acorn Wealth Advisors held 7,966 shares of Schwab US Large-Cap Value ETF worth $277K as of Q2 2026.
  • Acorn Wealth Advisors sold 833 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $27.4K.
  • Schwab US Large-Cap Value ETF made up 0.07% of Acorn Wealth Advisors's portfolio in Q2 2026, its #244 holding.
  • Acorn Wealth Advisors first reported a position in Schwab US Large-Cap Value ETF in Q4 2017 and has held it in 33 quarters since.
  • Acorn Wealth Advisors's Schwab US Large-Cap Value ETF position peaked at $326K in Q1 2024.
  • 991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Acorn Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.