AWMS
SCHV

Advocacy Wealth Management Services’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Advocacy Wealth Management Services’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 		$1.36M Sell
38,949
-24
-0.1% -$791 0.05% 87
2026
Q1 		$1.19M Sell
38,973
-3,213
-8% -$100K 0.05% 89
2025
Q4 		$1.25M Sell
42,186
-297
-0.7% -$8.68K 0.05% 88
2025
Q3 		$1.24M Buy
+42,483
New +$1.21M 0.05% 91

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

Advocacy Wealth Management Services's SCHV Position: Q2 2026 in Review

Advocacy Wealth Management Services reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 0.06% in Q2 2026, selling an estimated $791 and leaving 38,949 shares worth $1.36M. The position accounts for 0.05% of the portfolio, ranked #87.

Advocacy Wealth Management Services first reported a position in SCHV in Q3 2025 and has held it in 4 quarters since. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Advocacy Wealth Management Services held 38,949 shares of Schwab US Large-Cap Value ETF worth $1.36M as of Q2 2026.
  • Advocacy Wealth Management Services sold 24 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $791.
  • Schwab US Large-Cap Value ETF made up 0.05% of Advocacy Wealth Management Services's portfolio in Q2 2026, its #87 holding.
  • Advocacy Wealth Management Services first reported a position in Schwab US Large-Cap Value ETF in Q3 2025 and has held it in 4 quarters since.
  • 991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Advocacy Wealth Management Services's 13F filing for Q2 2026, filed 29 Jul 2026.