AC
SCHV

Apella Capital’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Apella Capital’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 		$2.9M Sell
84,360
-696
-0.8% -$22.9K 0.04% 226
2026
Q1 		$2.73M Buy
85,056
+554
+0.7% +$17.3K 0.04% 226
2025
Q4 		$2.5M Sell
84,502
-331
-0.4% -$9.68K 0.05% 184
2025
Q3 		$2.45M Buy
84,833
+75,809
+840% +$2.15M 0.05% 170
2025
Q2 		$252K Hold
9,024
– – 0.01% 380
2025
Q1 		$227K Hold
9,024
– – 0.01% 357
2024
Q4 		$235K Hold
9,024
– – 0.01% 313
2024
Q3 		$241K Hold
9,024
– – 0.01% 294
2024
Q2 		$223K Hold
9,024
– – 0.01% 287
2024
Q1 		$225K Hold
9,024
– – 0.01% 273
2023
Q4 		$209K Buy
+9,024
New +$197K 0.01% 275
2023
Q3 		– Sell
-9,024
Closed -$202K – 263
2023
Q2 		$202K Buy
+9,024
New +$197K 0.01% 246
2022
Q2 		– Sell
-9,024
Closed -$215K – 232
2022
Q1 		$215K Sell
9,024
-1,800
-17% -$42.6K 0.03% 194
2021
Q4 		$264K Hold
10,824
– – 0.03% 173
2021
Q3 		$243K Hold
10,824
– – 0.03% 183
2021
Q2 		$247K Buy
+10,824
New +$246K 0.04% 185

Other funds holding SCHV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
HWM
HRC Wealth Management Moscow, Idaho $244M AUM 21.86% 1-Year Est. Return
VC
Veery Capital Wilmington, Delaware $372M AUM 21.43% 1-Year Est. Return
NCMW
Northern Capital Management (Washington) Spokane, Washington $198M AUM 24.66% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
SMBT
Southern Michigan Bank & Trust Coldwater, Michigan $281M AUM

Apella Capital's SCHV Position: Q2 2026 in Review

Apella Capital reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 0.82% in Q2 2026, selling an estimated $22.9K and leaving 84,360 shares worth $2.9M. The position accounts for 0.04% of the portfolio, ranked #226.

Apella Capital first reported a position in SCHV in Q2 2021 and has held it in 16 quarters since. 251 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Apella Capital held 84,360 shares of Schwab US Large-Cap Value ETF worth $2.9M as of Q2 2026.
  • Apella Capital sold 696 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $22.9K.
  • Schwab US Large-Cap Value ETF made up 0.04% of Apella Capital's portfolio in Q2 2026, its #226 holding.
  • Apella Capital first reported a position in Schwab US Large-Cap Value ETF in Q2 2021 and has held it in 16 quarters since.
  • 251 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.