AG
SCHV

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
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

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
RRWA
Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
SWRP
Summit Wealth & Retirement Planning San Ramon, California $472M AUM 25.49% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Advocate Group's SCHV Position: Q2 2026 in Review

Advocate Group held its Schwab US Large-Cap Value ETF (SCHV) position steady in Q2 2026 at 8,100 shares worth $282K. The position accounts for 0.04% of the portfolio, ranked #109.

Advocate Group first reported a position in SCHV in Q1 2024 and has held it in 10 quarters since. 506 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Advocate Group held 8,100 shares of Schwab US Large-Cap Value ETF worth $282K as of Q2 2026.
  • Advocate Group left its Schwab US Large-Cap Value ETF share count unchanged in Q2 2026.
  • Schwab US Large-Cap Value ETF made up 0.04% of Advocate Group's portfolio in Q2 2026, its #109 holding.
  • Advocate Group first reported a position in Schwab US Large-Cap Value ETF in Q1 2024 and has held it in 10 quarters since.
  • 506 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Advocate Group's 13F filing for Q2 2026, filed 17 Jul 2026.