Advocate Group’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Advocate Group’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 Q3	$270K	Hold	8,100	–	–	0.04%	110
2026 Q2	$282K	Hold	8,100	–	–	0.04%	109
2026 Q1	$247K	Hold	8,100	–	–	0.04%	116
2025 Q4	$240K	Hold	8,100	–	–	0.04%	117
2025 Q3	$236K	Hold	8,100	–	–	0.04%	118
2025 Q2	$224K	Hold	8,100	–	–	0.04%	115
2025 Q1	$215K	Hold	8,100	–	–	0.04%	110
2024 Q4	$211K	Hold	8,100	–	–	0.04%	113
2024 Q3	$217K	Hold	8,100	–	–	0.04%	113
2024 Q2	$200K	Hold	8,100	–	–	0.04%	118
2024 Q1	$205K	Buy	+8,100	New	+$194K	0.04%	119

Other funds holding SCHV

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return

Mokosak Advisory Group Urbandale, Iowa $454M AUM 14.41% 1-Year Est. Return

Rainey & Randall Wealth Advisors Celebration, Florida $698M AUM 11.67% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

Black Diamond Financial Towson, Maryland $1.18B AUM 15.24% 1-Year Est. Return

Advocate Group's SCHV Position: Q3 2026 in Review

Advocate Group held its Schwab US Large-Cap Value ETF (SCHV) position steady in Q3 2026 at 8,100 shares worth $270K. The position accounts for 0.04% of the portfolio, ranked #110.

Advocate Group first reported a position in SCHV in Q1 2024 and has held it in 11 quarters since. The position peaked at $282K in Q2 2026. 503 funds tracked by Wall St. Rank hold SCHV as of Q3 2026.

Advocate Group held 8,100 shares of Schwab US Large-Cap Value ETF worth $270K as of Q3 2026.
Advocate Group left its Schwab US Large-Cap Value ETF share count unchanged in Q3 2026.
Schwab US Large-Cap Value ETF made up 0.04% of Advocate Group's portfolio in Q3 2026, its #110 holding.
Advocate Group first reported a position in Schwab US Large-Cap Value ETF in Q1 2024 and has held it in 11 quarters since.
Advocate Group's Schwab US Large-Cap Value ETF position peaked at $282K in Q2 2026.
503 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2026.

Based on Advocate Group's 13F filing for Q3 2026, filed 19 Oct 2026.