AIA
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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
Q3 		$414K Hold
12,439
– – 0.04% 81
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

Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
VC
Veery Capital Wilmington, Delaware $375M AUM 14.26% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
PA
Persium Advisors Atlanta, Georgia $191M AUM 23.01% 1-Year Est. Return
MWP
Meriwether Wealth & Planning Minden, Louisiana $222M AUM 15.77% 1-Year Est. Return
FF
Friday Financial Dubuque, Iowa $506M AUM 14.2% 1-Year Est. Return

Allied Investment Advisors's SCHV Position: Q3 2026 in Review

Allied Investment Advisors held its Schwab US Large-Cap Value ETF (SCHV) position steady in Q3 2026 at 12,439 shares worth $414K. The position accounts for 0.04% of the portfolio, ranked #81.

Allied Investment Advisors first reported a position in SCHV in Q2 2021 and has held it in 22 quarters since. The position peaked at $433K in Q2 2026. 117 funds tracked by Wall St. Rank hold SCHV as of Q3 2026.

  • Allied Investment Advisors held 12,439 shares of Schwab US Large-Cap Value ETF worth $414K as of Q3 2026.
  • Allied Investment Advisors 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 Allied Investment Advisors's portfolio in Q3 2026, its #81 holding.
  • Allied Investment Advisors first reported a position in Schwab US Large-Cap Value ETF in Q2 2021 and has held it in 22 quarters since.
  • Allied Investment Advisors's Schwab US Large-Cap Value ETF position peaked at $433K in Q2 2026.
  • 117 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2026.

Based on Allied Investment Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.