AA
SCHV

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

Apriem 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 		$3.56M Sell
116,855
-1,970
-2% -$61.4K 0.34% 47
2025
Q4 		$3.52M Sell
118,825
-9,232
-7% -$270K 0.32% 50
2025
Q3 		$3.73M Sell
128,057
-785
-0.6% -$22.3K 0.35% 47
2025
Q2 		$3.57M Sell
128,842
-1,425
-1% -$37.5K 0.38% 46
2025
Q1 		$3.46M Buy
130,267
+3,370
+3% +$90.4K 0.41% 47
2024
Q4 		$3.31M Buy
126,897
+3,675
+3% +$99.2K 0.38% 45
2024
Q3 		$3.3M Buy
123,222
+1,740
+1% +$44.7K 0.39% 46
2024
Q2 		$3M Sell
121,482
-60
-0% -$1.48K 0.37% 47
2024
Q1 		$3.08M Sell
121,542
-3,120
-3% -$74.8K 0.39% 44
2023
Q4 		$2.91M Sell
124,662
-2,595
-2% -$56.7K 0.39% 43
2023
Q3 		$2.73M Sell
127,257
-5,760
-4% -$129K 0.4% 39
2023
Q2 		$2.97M Sell
133,017
-7,155
-5% -$156K 0.45% 42
2023
Q1 		$3.06M Sell
140,172
-2,160
-2% -$48K 0.49% 40
2022
Q4 		$3.13M Sell
142,332
-300
-0.2% -$6.5K 0.54% 38
2022
Q3 		$2.78M Sell
142,632
-1,485
-1% -$32K 0.5% 39
2022
Q2 		$3M Sell
144,117
-6,810
-5% -$153K 0.52% 37
2022
Q1 		$3.59M Buy
150,927
+10,260
+7% +$243K 0.53% 36
2021
Q4 		$3.43M Buy
140,667
+1,425
+1% +$33.8K 0.49% 35
2021
Q3 		$3.13M Buy
139,242
+7,560
+6% +$175K 0.45% 34
2021
Q2 		$3M Buy
131,682
+13,410
+11% +$304K 0.45% 36
2021
Q1 		$2.57M Buy
118,272
+68,430
+137% +$1.43M 0.4% 38
2020
Q4 		$989K Sell
49,842
-50,895
-51% -$951K 0.18% 51
2020
Q3 		$1.75M Buy
100,737
+1,395
+1% +$24.4K 0.32% 39
2020
Q2 		$1.66M Buy
99,342
+1,749
+2% +$28.6K 0.34% 40
2020
Q1 		$1.44M Sell
97,593
-4,842
-5% -$88.8K 0.35% 43
2019
Q4 		$2.05M Buy
102,435
+1,725
+2% +$33.4K 0.39% 34
2019
Q3 		$1.9M Sell
100,710
-705
-0.7% -$13.2K 0.42% 37
2019
Q2 		$1.9M Sell
101,415
-150
-0.1% -$2.77K 0.59% 37
2019
Q1 		$1.85M Buy
101,565
+9,288
+10% +$165K 0.49% 35
2018
Q4 		$1.52M Buy
92,277
+1,611
+2% +$28.5K 0.53% 35
2018
Q3 		$1.7M Sell
90,666
-1,290
-1% -$23.9K 0.37% 43
2018
Q2 		$1.63M Sell
91,956
-614,298
-87% -$11M 0.37% 44
2018
Q1 		$12.4M Sell
706,254
-48,483
-6% -$888K 3.03% 6
2017
Q4 		$13.8M Buy
754,737
+70,911
+10% +$1.26M 3.41% 4
2017
Q3 		$11.8M Buy
683,826
+204,720
+43% +$3.47M 2.94% 7
2017
Q2 		$8.02M Sell
479,106
-621,474
-56% -$10.3M 2.12% 10
2017
Q1 		$18.2M Buy
1,100,580
+112,386
+11% +$1.85M 4.95% 3
2016
Q4 		$15.8M Sell
988,194
-87,312
-8% -$1.35M 4.7% 3
2016
Q3 		$16.3M Buy
1,075,506
+16,161
+2% +$246K 4.87% 2
2016
Q2 		$15.8M Buy
1,059,345
+1,056,945
+44,039% +$15.5M 5.14% 3
2016
Q1 		$35K Buy
2,400
+600
+33% +$8.21K 0.01% 246
2015
Q4 		$25K Buy
1,800
+1,200
+200% +$17K 0.01% 268
2015
Q3 		$8K Buy
+600
New +$8.4K ﹤0.01% 377
2013
Q4 		– Sell
-33
Closed – – 529
2013
Q3 		$0 Sell
33
-15
-31% -$188 ﹤0.01% 518
2013
Q2 		$1K Buy
+48
New +$584 ﹤0.01% 455

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 $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 $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 $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

Apriem Advisors's SCHV Position: Q1 2026 in Review

Apriem Advisors reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 1.7% in Q1 2026, selling an estimated $61.4K and leaving 116,855 shares worth $3.56M. The position accounts for 0.34% of the portfolio, ranked #47.

Apriem Advisors first reported a position in SCHV in Q2 2013 and has held it in 45 quarters since. The position peaked at $18.2M in Q1 2017. 964 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

  • Apriem Advisors held 116,855 shares of Schwab US Large-Cap Value ETF worth $3.56M as of Q1 2026.
  • Apriem Advisors sold 1,970 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $61.4K.
  • Schwab US Large-Cap Value ETF made up 0.34% of Apriem Advisors's portfolio in Q1 2026, its #47 holding.
  • Apriem Advisors first reported a position in Schwab US Large-Cap Value ETF in Q2 2013 and has held it in 45 quarters since.
  • Apriem Advisors's Schwab US Large-Cap Value ETF position peaked at $18.2M in Q1 2017.
  • 964 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

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