AIA
SCHV

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

Allied 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 		$433K Sell
12,439
-12
-0.1% -$395 0.05% 76
2026
Q1 		$380K Hold
12,451
– – 0.05% 72
2025
Q4 		$369K Hold
12,451
– – 0.06% 74
2025
Q3 		$362K Buy
12,451
+269
+2% +$7.64K 0.06% 74
2025
Q2 		$337K Hold
12,182
– – 0.06% 71
2025
Q1 		$324K Buy
12,182
+29
+0.2% +$778 0.06% 67
2024
Q4 		$317K Hold
12,153
– – 0.06% 65
2024
Q3 		$326K Hold
12,153
– – 0.06% 60
2024
Q2 		$300K Buy
12,153
+24
+0.2% +$593 0.07% 56
2024
Q1 		$307K Hold
12,129
– – 0.07% 51
2023
Q4 		$283K Buy
12,129
+42
+0.3% +$918 0.08% 54
2023
Q3 		$260K Sell
12,087
-330
-3% -$7.41K 0.08% 53
2023
Q2 		$278K Hold
12,417
– – 0.08% 51
2023
Q1 		$271K Sell
12,417
-252
-2% -$5.6K 0.08% 48
2022
Q4 		$279K Buy
12,669
+603
+5% +$13.1K 0.09% 48
2022
Q3 		$235K Buy
12,066
+1,044
+9% +$22.5K 0.09% 51
2022
Q2 		$229K Buy
11,022
+249
+2% +$5.59K 0.08% 51
2022
Q1 		$256K Buy
10,773
+15
+0.1% +$355 0.08% 51
2021
Q4 		$263K Buy
10,758
+1,359
+14% +$32.2K 0.09% 53
2021
Q3 		$211K Buy
9,399
+45
+0.5% +$1.04K 0.08% 53
2021
Q2 		$213K Buy
+9,354
New +$212K 0.08% 53

Other funds holding SCHV

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
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
MAG
Mokosak Advisory Group Urbandale, Iowa $462M AUM 25.98% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

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

Allied Investment Advisors reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 0.1% in Q2 2026, selling an estimated $395 and leaving 12,439 shares worth $433K. The position accounts for 0.05% of the portfolio, ranked #76.

Allied Investment Advisors first reported a position in SCHV in Q2 2021 and has held it in 21 quarters since. 677 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Allied Investment Advisors held 12,439 shares of Schwab US Large-Cap Value ETF worth $433K as of Q2 2026.
  • Allied Investment Advisors sold 12 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $395.
  • Schwab US Large-Cap Value ETF made up 0.05% of Allied Investment Advisors's portfolio in Q2 2026, its #76 holding.
  • Allied Investment Advisors first reported a position in Schwab US Large-Cap Value ETF in Q2 2021 and has held it in 21 quarters since.
  • 677 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Allied Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.