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

Ally Invest 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	$34M	Buy	978,090 +13,659	+1%	+$450K	2.06%	11
2026 Q1	$29.4M	Buy	964,431 +12,056	+1%	+$376K	1.98%	11
2025 Q4	$28.2M	Buy	952,375 +23,606	+3%	+$690K	1.95%	12
2025 Q3	$27M	Buy	928,769 +86,683	+10%	+$2.46M	1.94%	12
2025 Q2	$23.3M	Buy	842,086 +32,300	+4%	+$849K	1.82%	13
2025 Q1	$21.5M	Buy	809,786 +68,743	+9%	+$1.85M	1.84%	12
2024 Q4	$19.3M	Buy	741,043 +67,516	+10%	+$1.82M	1.67%	14
2024 Q3	$18M	Buy	673,527 +9,042	+1%	+$232K	1.6%	13
2024 Q2	$16.4M	Buy	664,485 +82,971	+14%	+$2.05M	1.58%	14
2024 Q1	$14.7M	Buy	581,514 +93,726	+19%	+$2.25M	1.46%	14
2023 Q4	$11.4M	Buy	487,788 +100,386	+26%	+$2.2M	1.21%	14
2023 Q3	$8.32M	Buy	387,402 +129,021	+50%	+$2.9M	0.97%	14
2023 Q2	$5.78M	Buy	258,381 +78,243	+43%	+$1.71M	0.66%	14
2023 Q1	$3.94M	Buy	180,138 +55,629	+45%	+$1.24M	0.47%	14
2022 Q4	$2.74M	Buy	124,509 +48,549	+64%	+$1.05M	0.34%	17
2022 Q3	$1.48M	Buy	75,960 +45,867	+152%	+$987K	0.2%	19
2022 Q2	$626K	Buy	+30,093	New	+$675K	0.08%	19

Other funds holding SCHV

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

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

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

Ally Invest Advisors's SCHV Position: Q2 2026 in Review

Ally Invest Advisors increased its Schwab US Large-Cap Value ETF (SCHV) stake by 1.4% in Q2 2026, buying an estimated $450K and bringing the position to 978,090 shares worth $34M. The position accounts for 2.06% of the portfolio, ranked #11.

Ally Invest Advisors first reported a position in SCHV in Q2 2022 and has held it in 17 quarters since. 995 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

Ally Invest Advisors held 978,090 shares of Schwab US Large-Cap Value ETF worth $34M as of Q2 2026.
Ally Invest Advisors bought 13,659 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $450K.
Schwab US Large-Cap Value ETF made up 2.06% of Ally Invest Advisors's portfolio in Q2 2026, its #11 holding.
Ally Invest Advisors first reported a position in Schwab US Large-Cap Value ETF in Q2 2022 and has held it in 17 quarters since.
995 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Ally Invest Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.