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

Advisory Services Network’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	$3.5M	Buy	114,674 +9,055	+9%	+$282K	0.05%	436
2025 Q4	$3.13M	Buy	105,619 +1,167	+1%	+$34.1K	0.04%	446
2025 Q3	$3.04M	Buy	104,452 +11,195	+12%	+$318K	0.04%	430
2025 Q2	$2.6M	Buy	93,257 +2,491	+3%	+$65.5K	0.04%	464
2025 Q1	$2.41M	Buy	90,766 +3,189	+4%	+$85.6K	0.05%	445
2024 Q4	$2.28M	Sell	87,577 -296	-0.3%	-$7.99K	0.04%	462
2024 Q3	$2.17M	Hold	87,873	–	–	0.04%	439
2024 Q2	$2.17M	Buy	87,873 +1,239	+1%	+$30.6K	0.04%	439
2024 Q1	$2.19M	Sell	86,634 -1,707	-2%	-$40.9K	0.05%	431
2023 Q4	$2.06M	Buy	88,341 +1,890	+2%	+$41.3K	0.05%	422
2023 Q3	$1.86M	Buy	86,451 +43,725	+102%	+$982K	0.05%	436
2023 Q2	$956K	Buy	42,726 +2,043	+5%	+$44.6K	0.03%	641
2023 Q1	$889K	Sell	40,683 -3,054	-7%	-$67.9K	0.02%	654
2022 Q4	$962K	Buy	43,737 +1,659	+4%	+$35.9K	0.03%	610
2022 Q3	$821K	Buy	42,078 +12,216	+41%	+$263K	0.03%	611
2022 Q2	$621K	Buy	29,862 +2,427	+9%	+$54.5K	0.02%	740
2022 Q1	$653K	Buy	27,435 +714	+3%	+$16.9K	0.02%	799
2021 Q4	$652K	Sell	26,721 -510	-2%	-$12.1K	0.02%	775
2021 Q3	$612K	Buy	27,231 +1,695	+7%	+$39.2K	0.02%	794
2021 Q2	$582K	Sell	25,536 -9	-0%	-$204	0.02%	825
2021 Q1	$556K	Buy	25,545 +57	+0.2%	+$1.19K	0.02%	799
2020 Q4	$506K	Buy	25,488 +9,120	+56%	+$170K	0.02%	737
2020 Q3	$285K	Sell	16,368 -3,708	-18%	-$64.8K	0.01%	847
2020 Q2	$335K	Sell	20,076 -20,364	-50%	-$332K	0.02%	750
2020 Q1	$597K	Buy	40,440 +1,302	+3%	+$23.9K	0.04%	477
2019 Q4	$784K	Buy	39,138 +11,286	+41%	+$219K	0.04%	490
2019 Q3	$521K	Hold	27,852	–	–	0.03%	543
2019 Q2	$521K	Buy	27,852 +231	+0.8%	+$4.27K	0.03%	542
2019 Q1	$504K	Buy	27,621 +11,340	+70%	+$201K	0.04%	521
2018 Q4	$267K	Sell	16,281 -6,741	-29%	-$119K	0.02%	622
2018 Q3	$430K	Buy	23,022 +3,072	+15%	+$56.9K	0.03%	557
2018 Q2	$369K	Buy	19,950 +9,525	+91%	+$170K	0.03%	584
2018 Q1	$184K	Hold	10,425	–	–	0.01%	810
2017 Q4	$190K	Sell	10,425 -24	-0.2%	-$427	0.02%	795
2017 Q3	$180K	Buy	10,449 +1,800	+21%	+$30.5K	0.02%	689
2017 Q2	$145K	Buy	8,649 +8,625	+35,938%	+$143K	0.02%	712
2017 Q1	$0	Buy	+24	New	+$394	﹤0.01%	2223
2016 Q3	$1K	Buy	57 +24	+73%	+$366	﹤0.01%	1913
2016 Q2	$0	Buy	+33	New	+$483	﹤0.01%	1931
2015 Q2	–	Sell	-126	Closed	-$2K	–	1493
2015 Q1	$2K	Hold	126	–	–	﹤0.01%	1195
2014 Q4	$2K	Buy	+126	New	+$1.82K	﹤0.01%	1103
2014 Q1	–	Sell	-300	Closed	-$4K	–	691
2013 Q4	$4K	Buy	+300	New	+$3.92K	﹤0.01%	872

Other funds holding SCHV

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 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 New York $52.8B AUM 15.34% 1-Year Est. Return

Advisory Services Network's SCHV Position: Q1 2026 in Review

Advisory Services Network increased its Schwab US Large-Cap Value ETF (SCHV) stake by 8.6% in Q1 2026, buying an estimated $282K and bringing the position to 114,674 shares worth $3.5M. The position accounts for 0.05% of the portfolio, ranked #436.

Advisory Services Network first reported a position in SCHV in Q4 2013 and has held it in 42 quarters since. 962 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

Advisory Services Network held 114,674 shares of Schwab US Large-Cap Value ETF worth $3.5M as of Q1 2026.
Advisory Services Network bought 9,055 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $282K.
Schwab US Large-Cap Value ETF made up 0.05% of Advisory Services Network's portfolio in Q1 2026, its #436 holding.
Advisory Services Network first reported a position in Schwab US Large-Cap Value ETF in Q4 2013 and has held it in 42 quarters since.
962 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.