AA
SCHV

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

Aire 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 		$786K Sell
22,570
-50
-0.2% -$1.65K 0.13% 86
2026
Q1 		$690K Sell
22,620
-1,044
-4% -$32.5K 0.13% 91
2025
Q4 		$701K Sell
23,664
-740
-3% -$21.6K 0.13% 86
2025
Q3 		$710K Buy
24,404
+57
+0.2% +$1.62K 0.13% 90
2025
Q2 		$674K Buy
24,347
+570
+2% +$15K 0.13% 90
2025
Q1 		$632K Sell
23,777
-5,439
-19% -$146K 0.13% 87
2024
Q4 		$762K Sell
29,216
-619
-2% -$16.7K 0.16% 85
2024
Q3 		$799K Sell
29,835
-72
-0.2% -$1.85K 0.18% 76
2024
Q2 		$731K Sell
29,907
-771
-3% -$19.1K 0.17% 78
2024
Q1 		$777K Buy
30,678
+123
+0.4% +$2.95K 0.18% 80
2023
Q4 		$714K Sell
30,555
-354
-1% -$7.74K 0.18% 78
2023
Q3 		$664K Buy
30,909
+183
+0.6% +$4.11K 0.18% 72
2023
Q2 		$687K Sell
30,726
-819
-3% -$17.9K 0.18% 73
2023
Q1 		$690K Sell
31,545
-57,522
-65% -$1.28M 0.19% 71
2022
Q4 		$1.96M Buy
89,067
+30,588
+52% +$662K 0.6% 37
2022
Q3 		$1.14M Buy
58,479
+28,623
+96% +$616K 0.39% 47
2022
Q2 		$621K Buy
29,856
+441
+1% +$9.9K 0.22% 66
2022
Q1 		$703K Buy
+29,415
New +$696K 0.25% 57

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

Aire Advisors's SCHV Position: Q2 2026 in Review

Aire Advisors reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 0.22% in Q2 2026, selling an estimated $1.65K and leaving 22,570 shares worth $786K. The position accounts for 0.13% of the portfolio, ranked #86.

Aire Advisors first reported a position in SCHV in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.96M in Q4 2022. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Aire Advisors held 22,570 shares of Schwab US Large-Cap Value ETF worth $786K as of Q2 2026.
  • Aire Advisors sold 50 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $1.65K.
  • Schwab US Large-Cap Value ETF made up 0.13% of Aire Advisors's portfolio in Q2 2026, its #86 holding.
  • Aire Advisors first reported a position in Schwab US Large-Cap Value ETF in Q1 2022 and has held it in 18 quarters since.
  • Aire Advisors's Schwab US Large-Cap Value ETF position peaked at $1.96M in Q4 2022.
  • 991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

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