AWA
SCHV

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

Acumen 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 		$18.4K Sell
530
-1,059
-67% -$34.9K ﹤0.01% 249
2026
Q1 		$48.5K Hold
1,589
– – 0.01% 151
2025
Q4 		$47K Buy
+1,589
New +$46.4K 0.01% 141

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

Acumen Wealth Advisors's SCHV Position: Q2 2026 in Review

Acumen Wealth Advisors reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 67% in Q2 2026, selling an estimated $34.9K and leaving 530 shares worth $18.4K. The position accounts for ﹤0.01% of the portfolio, ranked #249.

Acumen Wealth Advisors first reported a position in SCHV in Q4 2025 and has held it in 3 quarters since. The position peaked at $48.5K in Q1 2026. 990 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Acumen Wealth Advisors held 530 shares of Schwab US Large-Cap Value ETF worth $18.4K as of Q2 2026.
  • Acumen Wealth Advisors sold 1,059 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $34.9K.
  • Schwab US Large-Cap Value ETF made up ﹤0.01% of Acumen Wealth Advisors's portfolio in Q2 2026, its #249 holding.
  • Acumen Wealth Advisors first reported a position in Schwab US Large-Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
  • Acumen Wealth Advisors's Schwab US Large-Cap Value ETF position peaked at $48.5K in Q1 2026.
  • 990 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Acumen Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.