AIA
SCHV

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
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
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Ally Invest Advisors's SCHV Position: Q1 2026 in Review

Ally Invest Advisors increased its Schwab US Large-Cap Value ETF (SCHV) stake by 1.3% in Q1 2026, buying an estimated $376K and bringing the position to 964,431 shares worth $29.4M. The position accounts for 1.98% of the portfolio, ranked #11.

Ally Invest Advisors first reported a position in SCHV in Q2 2022 and has held it in 16 quarters since. 964 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

  • Ally Invest Advisors held 964,431 shares of Schwab US Large-Cap Value ETF worth $29.4M as of Q1 2026.
  • Ally Invest Advisors bought 12,056 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $376K.
  • Schwab US Large-Cap Value ETF made up 1.98% of Ally Invest Advisors's portfolio in Q1 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 16 quarters since.
  • 964 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

Based on Ally Invest Advisors's 13F filing for Q1 2026, filed 12 May 2026.