AP
SCHV

Advisortrust Partners’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Advisortrust Partners’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 		– Sell
-1,903
Closed -$58K – 262
2026
Q1 		$58K Buy
+1,903
New +$59.3K 0.02% 200

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Mariner
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Osaic Holdings
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VIA
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SC
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MGIA
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Advisortrust Partners's SCHV Position: Q2 2026 in Review

Advisortrust Partners sold out of Schwab US Large-Cap Value ETF (SCHV) in Q2 2026, closing a stake of 1,903 shares — an estimated $58K sold.

Advisortrust Partners first reported a position in SCHV in Q1 2026 and held it in 1 quarter. The position peaked at $58K in Q1 2026. 987 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Advisortrust Partners reported no remaining Schwab US Large-Cap Value ETF position as of Q2 2026 after selling out during the quarter.
  • Advisortrust Partners sold 1,903 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $58K.
  • Advisortrust Partners first reported a position in Schwab US Large-Cap Value ETF in Q1 2026 and held it in 1 quarter.
  • Advisortrust Partners's Schwab US Large-Cap Value ETF position peaked at $58K in Q1 2026.
  • 987 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Advisortrust Partners's 13F filing for Q2 2026, filed 10 Aug 2026.