AA
SCHV

Advisory Alpha’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Advisory Alpha’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 		$432K Buy
12,414
+1,440
+13% +$47.4K 0.01% 401
2026
Q1 		$335K Buy
+10,974
New +$342K 0.01% 429
2025
Q4 		– Sell
-8,165
Closed -$238K – 547
2025
Q3 		$238K Buy
8,165
+778
+11% +$22.1K 0.01% 464
2025
Q2 		$204K Buy
+7,387
New +$194K 0.01% 463
2024
Q1 		– Sell
-10,020
Closed -$234K – 393
2023
Q4 		$234K Buy
+10,020
New +$219K 0.01% 305
2023
Q1 		– Sell
-10,860
Closed -$239K – 290
2022
Q4 		$239K Buy
+10,860
New +$235K 0.02% 231
2022
Q3 		– Sell
-19,470
Closed -$405K – 260
2022
Q2 		$405K Buy
+19,470
New +$437K 0.03% 177
2020
Q4 		– Sell
-819
Closed -$15K – 547
2020
Q3 		$15K Buy
+819
New +$14.3K ﹤0.01% 368
2020
Q2 		– Sell
-6,618
Closed -$99.7K – 514
2020
Q1 		$99.7K Sell
6,618
-451,911
-99% -$8.28M 0.03% 144
2019
Q4 		$9.22M Buy
458,529
+17,097
+4% +$331K 2.24% 12
2019
Q3 		$8.11M Buy
441,432
+61,875
+16% +$1.16M 2.4% 12
2019
Q2 		$7.16M Buy
379,557
+14,058
+4% +$260K 2.39% 14
2019
Q1 		$6.71M Buy
365,499
+47,013
+15% +$834K 2.43% 14
2018
Q4 		$5.63M Buy
318,486
+51,438
+19% +$910K 2.66% 11
2018
Q3 		$4.64M Buy
267,048
+40,536
+18% +$751K 1.18% 28
2018
Q2 		$4.14M Buy
226,512
+75,957
+50% +$1.36M 1.04% 30
2018
Q1 		$2.67M Buy
150,555
+52,074
+53% +$954K 0.93% 31
2017
Q4 		$1.87M Buy
98,481
+6,936
+8% +$123K 0.61% 48
2017
Q3 		$1.61M Buy
91,545
+17,523
+24% +$297K 0.45% 57
2017
Q2 		$1.26M Buy
74,022
+14,220
+24% +$236K 0.36% 62
2017
Q1 		$990K Buy
+59,802
New +$983K 0.34% 52
2016
Q4 		– Sell
-1,869
Closed -$28K – 126
2016
Q3 		$28K Buy
+1,869
New +$28.5K 0.01% 83

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

Advisory Alpha's SCHV Position: Q2 2026 in Review

Advisory Alpha increased its Schwab US Large-Cap Value ETF (SCHV) stake by 13% in Q2 2026, buying an estimated $47.4K and bringing the position to 12,414 shares worth $432K. The position accounts for 0.01% of the portfolio, ranked #401.

Advisory Alpha first reported a position in SCHV in Q3 2016 and has held it in 22 quarters since. The position peaked at $9.22M in Q4 2019. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Advisory Alpha held 12,414 shares of Schwab US Large-Cap Value ETF worth $432K as of Q2 2026.
  • Advisory Alpha bought 1,440 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $47.4K.
  • Schwab US Large-Cap Value ETF made up 0.01% of Advisory Alpha's portfolio in Q2 2026, its #401 holding.
  • Advisory Alpha first reported a position in Schwab US Large-Cap Value ETF in Q3 2016 and has held it in 22 quarters since.
  • Advisory Alpha's Schwab US Large-Cap Value ETF position peaked at $9.22M in Q4 2019.
  • 991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Advisory Alpha's 13F filing for Q2 2026, filed 11 Aug 2026.