AIA
SCHV

AIMZ Investment Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

AIMZ Investment Advisors’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 		$397K Hold
11,400
– – 0.11% 110
2026
Q1 		$348K Hold
11,400
– – 0.11% 112
2025
Q4 		$338K Hold
11,400
– – 0.1% 115
2025
Q3 		$332K Hold
11,400
– – 0.1% 105
2025
Q2 		$315K Hold
11,400
– – 0.11% 106
2025
Q1 		$303K Hold
11,400
– – 0.11% 107
2024
Q4 		$297K Hold
11,400
– – 0.1% 104
2024
Q3 		$305K Hold
11,400
– – 0.1% 102
2024
Q2 		$282K Hold
11,400
– – 0.1% 106
2024
Q1 		$289K Hold
11,400
– – 0.11% 102
2023
Q4 		$266K Hold
11,400
– – 0.11% 101
2023
Q3 		$245K Hold
11,400
– – 0.11% 101
2023
Q2 		$255K Hold
11,400
– – 0.11% 103
2023
Q1 		$249K Hold
11,400
– – 0.11% 102
2022
Q4 		$251K Sell
11,400
-696
-6% -$15.1K 0.12% 102
2022
Q3 		$236K Hold
12,096
– – 0.12% 99
2022
Q2 		$252K Hold
12,096
– – 0.12% 99
2022
Q1 		$288K Hold
12,096
– – 0.12% 103
2021
Q4 		$295K Hold
12,096
– – 0.11% 100
2021
Q3 		$272K Hold
12,096
– – 0.12% 102
2021
Q2 		$276K Hold
12,096
– – 0.12% 101
2021
Q1 		$263K Hold
12,096
– – 0.13% 98
2020
Q4 		$240K Buy
+12,096
New +$226K 0.13% 97

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

AIMZ Investment Advisors's SCHV Position: Q2 2026 in Review

AIMZ Investment Advisors held its Schwab US Large-Cap Value ETF (SCHV) position steady in Q2 2026 at 11,400 shares worth $397K. The position accounts for 0.11% of the portfolio, ranked #110.

AIMZ Investment Advisors first reported a position in SCHV in Q4 2020 and has held it in 23 quarters since. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • AIMZ Investment Advisors held 11,400 shares of Schwab US Large-Cap Value ETF worth $397K as of Q2 2026.
  • AIMZ Investment Advisors left its Schwab US Large-Cap Value ETF share count unchanged in Q2 2026.
  • Schwab US Large-Cap Value ETF made up 0.11% of AIMZ Investment Advisors's portfolio in Q2 2026, its #110 holding.
  • AIMZ Investment Advisors first reported a position in Schwab US Large-Cap Value ETF in Q4 2020 and has held it in 23 quarters since.
  • 991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on AIMZ Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.