AF
SCHV

Advisornet Financial’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Advisornet Financial’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 		$898K Buy
29,448
+255
+0.9% +$7.95K 0.05% 273
2025
Q4 		$864K Sell
29,193
-1,340
-4% -$39.2K 0.05% 278
2025
Q3 		$889K Buy
30,533
+1,282
+4% +$36.4K 0.05% 271
2025
Q2 		$809K Sell
29,251
-10,479
-26% -$275K 0.05% 273
2025
Q1 		$1.06M Sell
39,730
-12,300
-24% -$330K 0.08% 232
2024
Q4 		$1.36M Buy
52,030
+1,450
+3% +$39.1K 0.11% 177
2024
Q3 		$1.36M Sell
50,580
-3,213
-6% -$82.5K 0.1% 194
2024
Q2 		$1.33M Sell
53,793
-4,194
-7% -$104K 0.12% 172
2024
Q1 		$1.47M Sell
57,987
-11,004
-16% -$264K 0.14% 156
2023
Q4 		$1.61M Sell
68,991
-10,974
-14% -$240K 0.15% 163
2023
Q3 		$1.72M Sell
79,965
-26,202
-25% -$588K 0.16% 141
2023
Q2 		$2.37M Sell
106,167
-909
-0.8% -$19.8K 0.2% 116
2023
Q1 		$2.34M Buy
107,076
+4,512
+4% +$100K 0.21% 110
2022
Q4 		$2.26M Buy
102,564
+102
+0.1% +$2.21K 0.22% 105
2022
Q3 		$2M Sell
102,462
-1,395
-1% -$30K 0.2% 119
2022
Q2 		$2.16M Buy
103,857
+1,011
+1% +$22.7K 0.21% 115
2022
Q1 		$2.45M Buy
102,846
+28,041
+37% +$664K 0.15% 133
2021
Q4 		$1.83M Buy
74,805
+24,960
+50% +$591K 0.11% 170
2021
Q3 		$1.12M Buy
49,845
+13,776
+38% +$319K 0.08% 218
2021
Q2 		$822K Buy
36,069
+3,561
+11% +$80.8K 0.05% 296
2021
Q1 		$707K Sell
32,508
-1,830
-5% -$38.1K 0.05% 305
2020
Q4 		$681K Sell
34,338
-4,236
-11% -$79.2K 0.06% 294
2020
Q3 		$671K Sell
38,574
-22,407
-37% -$392K 0.06% 288
2020
Q2 		$1.02M Sell
60,981
-11,370
-16% -$186K 0.08% 221
2020
Q1 		$1.07M Sell
72,351
-3,093
-4% -$56.7K 0.1% 178
2019
Q4 		$1.51M Buy
75,444
+3,744
+5% +$72.5K 0.13% 153
2019
Q3 		$1.36M Sell
71,700
-3,570
-5% -$66.8K 0.12% 160
2019
Q2 		$1.41M Sell
75,270
-15,861
-17% -$293K 0.16% 132
2019
Q1 		$1.66M Buy
91,131
+2,463
+3% +$43.7K 0.2% 112
2018
Q4 		$1.46M Sell
88,668
-29,931
-25% -$530K 0.2% 108
2018
Q3 		$2.22M Buy
118,599
+38,016
+47% +$705K 0.28% 76
2018
Q2 		$1.43M Buy
80,583
+28,962
+56% +$517K 0.19% 107
2018
Q1 		$909K Buy
51,621
+3,333
+7% +$61.1K 0.13% 150
2017
Q4 		$880K Buy
+48,288
New +$859K 0.13% 139

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

Advisornet Financial's SCHV Position: Q1 2026 in Review

Advisornet Financial increased its Schwab US Large-Cap Value ETF (SCHV) stake by 0.87% in Q1 2026, buying an estimated $7.95K and bringing the position to 29,448 shares worth $898K. The position accounts for 0.05% of the portfolio, ranked #273.

Advisornet Financial first reported a position in SCHV in Q4 2017 and has held it in 34 quarters since. The position peaked at $2.45M in Q1 2022. 962 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

  • Advisornet Financial held 29,448 shares of Schwab US Large-Cap Value ETF worth $898K as of Q1 2026.
  • Advisornet Financial bought 255 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $7.95K.
  • Schwab US Large-Cap Value ETF made up 0.05% of Advisornet Financial's portfolio in Q1 2026, its #273 holding.
  • Advisornet Financial first reported a position in Schwab US Large-Cap Value ETF in Q4 2017 and has held it in 34 quarters since.
  • Advisornet Financial's Schwab US Large-Cap Value ETF position peaked at $2.45M in Q1 2022.
  • 962 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

Based on Advisornet Financial's 13F filing for Q1 2026, filed 17 Apr 2026.