Aprio Wealth Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Aprio Wealth Management’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	$283K	Buy	8,127 +23	+0.3%	+$758	0.01%	528
2026 Q1	$247K	Sell	8,104 -445	-5%	-$13.9K	0.01%	540
2025 Q4	$253K	Sell	8,549 -63	-0.7%	-$1.84K	0.01%	475
2025 Q3	$251K	Sell	8,612 -634	-7%	-$18K	0.02%	367
2025 Q2	$256K	Buy	9,246 +787	+9%	+$20.7K	0.03%	332
2025 Q1	$225K	Buy	8,459 +46	+0.5%	+$1.24K	0.03%	331
2024 Q4	$219K	Buy	8,413 +40	+0.5%	+$1.08K	0.03%	285
2024 Q3	$224K	Sell	8,373 -174	-2%	-$4.47K	0.04%	252
2024 Q2	$211K	Buy	+8,547	New	+$211K	0.04%	234
2020 Q4	–	Sell	-31,293	Closed	-$544K	–	62
2020 Q3	$544K	Sell	31,293 -16,461	-34%	-$288K	0.39%	35
2020 Q2	$798K	Sell	47,754 -13,392	-22%	-$219K	0.77%	28
2020 Q1	$902K	Buy	61,146 +39,444	+182%	+$723K	1.14%	18
2019 Q4	$435K	Buy	+21,702	New	+$421K	0.32%	37

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 22.96% 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

Aprio Wealth Management's SCHV Position: Q2 2026 in Review

Aprio Wealth Management increased its Schwab US Large-Cap Value ETF (SCHV) stake by 0.28% in Q2 2026, buying an estimated $758 and bringing the position to 8,127 shares worth $283K. The position accounts for 0.01% of the portfolio, ranked #528.

Aprio Wealth Management first reported a position in SCHV in Q4 2019 and has held it in 13 quarters since. The position peaked at $902K in Q1 2020. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

Aprio Wealth Management held 8,127 shares of Schwab US Large-Cap Value ETF worth $283K as of Q2 2026.
Aprio Wealth Management bought 23 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $758.
Schwab US Large-Cap Value ETF made up 0.01% of Aprio Wealth Management's portfolio in Q2 2026, its #528 holding.
Aprio Wealth Management first reported a position in Schwab US Large-Cap Value ETF in Q4 2019 and has held it in 13 quarters since.
Aprio Wealth Management's Schwab US Large-Cap Value ETF position peaked at $902K in Q1 2020.
991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.