AA
SCHV

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

Ancora 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 		$57.9K Hold
1,899
– – ﹤0.01% 1087
2025
Q4 		$56.2K Sell
1,899
-870
-31% -$25.4K ﹤0.01% 1110
2025
Q3 		$80.6K Hold
2,769
– – ﹤0.01% 921
2025
Q2 		$76.6K Hold
2,769
– – ﹤0.01% 932
2025
Q1 		$73.6K Hold
2,769
– – ﹤0.01% 928
2024
Q4 		$72.2K Hold
2,769
– – ﹤0.01% 923
2024
Q3 		$74.2K Hold
2,769
– – ﹤0.01% 900
2024
Q2 		$68.4K Hold
2,769
– – ﹤0.01% 883
2024
Q1 		$70.1K Hold
2,769
– – ﹤0.01% 879
2023
Q4 		$64.7K Hold
2,769
– – ﹤0.01% 879
2023
Q3 		$59.5K Sell
2,769
-111
-4% -$2.49K ﹤0.01% 877
2023
Q2 		$64.4K Sell
2,880
-699
-20% -$15.3K ﹤0.01% 856
2023
Q1 		$78.2K Buy
3,579
+810
+29% +$18K ﹤0.01% 826
2022
Q4 		$61K Sell
2,769
-1,998
-42% -$43.3K ﹤0.01% 924
2022
Q3 		$93K Buy
4,767
+1,902
+66% +$40.9K ﹤0.01% 922
2022
Q2 		$60K Buy
2,865
+198
+7% +$4.44K ﹤0.01% 1112
2022
Q1 		$63K Buy
2,667
+18
+0.7% +$426 ﹤0.01% 1158
2021
Q4 		$65K Hold
2,649
– – ﹤0.01% 1151
2021
Q3 		$60K Buy
2,649
+1,911
+259% +$44.2K ﹤0.01% 1125
2021
Q2 		$17K Sell
738
-9
-1% -$204 ﹤0.01% 1398
2021
Q1 		$16K Buy
747
+9
+1% +$187 ﹤0.01% 1354
2020
Q4 		$15K Hold
738
– – ﹤0.01% 1125
2020
Q3 		$13K Hold
738
– – ﹤0.01% 1099
2020
Q2 		$12K Hold
738
– – ﹤0.01% 1085
2020
Q1 		$11K Hold
738
– – ﹤0.01% 1165
2019
Q4 		$15K Buy
+738
New +$14.3K ﹤0.01% 1114

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 $10B AUM 15.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $3.64B AUM 14.73% 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 $11.8B AUM 9.48% 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

Ancora Advisors's SCHV Position: Q1 2026 in Review

Ancora Advisors held its Schwab US Large-Cap Value ETF (SCHV) position steady in Q1 2026 at 1,899 shares worth $57.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1087.

Ancora Advisors first reported a position in SCHV in Q4 2019 and has held it in 26 quarters since. The position peaked at $93K in Q3 2022. 962 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

  • Ancora Advisors held 1,899 shares of Schwab US Large-Cap Value ETF worth $57.9K as of Q1 2026.
  • Ancora Advisors left its Schwab US Large-Cap Value ETF share count unchanged in Q1 2026.
  • Schwab US Large-Cap Value ETF made up ﹤0.01% of Ancora Advisors's portfolio in Q1 2026, its #1087 holding.
  • Ancora Advisors first reported a position in Schwab US Large-Cap Value ETF in Q4 2019 and has held it in 26 quarters since.
  • Ancora Advisors's Schwab US Large-Cap Value ETF position peaked at $93K in Q3 2022.
  • 962 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

Based on Ancora Advisors's 13F filing for Q1 2026, filed 15 May 2026.