ACA
SCHV

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

Aptus Capital 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
Q2 		$447K Buy
12,855
+505
+4% +$16.6K ﹤0.01% 820
2026
Q1 		$377K Buy
12,350
+2,383
+24% +$74.2K ﹤0.01% 796
2025
Q4 		$295K Sell
9,967
-1,754
-15% -$51.3K ﹤0.01% 890
2025
Q3 		$341K Sell
11,721
-814
-6% -$23.1K ﹤0.01% 810
2025
Q2 		$347K Buy
12,535
+331
+3% +$8.7K ﹤0.01% 787
2025
Q1 		$324K Sell
12,204
-5,592
-31% -$150K ﹤0.01% 755
2024
Q4 		$464K Buy
17,796
+4,671
+36% +$126K ﹤0.01% 651
2024
Q3 		$117K Sell
13,125
-22,875
-64% -$588K ﹤0.01% 834
2024
Q2 		$889K Sell
36,000
-3,888
-10% -$96.1K 0.02% 412
2024
Q1 		$1.01M Buy
39,888
+36,660
+1,136% +$879K 0.02% 396
2023
Q4 		$75.4K Hold
3,228
– – ﹤0.01% 635
2023
Q3 		$69.4K Hold
3,228
– – ﹤0.01% 658
2023
Q2 		$72.2K Hold
3,228
– – ﹤0.01% 550
2023
Q1 		$70.6K Hold
3,228
– – ﹤0.01% 537
2022
Q4 		$71K Sell
3,228
-1,389
-30% -$30.1K ﹤0.01% 566
2022
Q3 		$90K Hold
4,617
– – ﹤0.01% 505
2022
Q2 		$96K Buy
4,617
+1,389
+43% +$31.2K ﹤0.01% 424
2022
Q1 		$77K Buy
3,228
+1,050
+48% +$24.9K ﹤0.01% 485
2021
Q4 		$53K Hold
2,178
– – ﹤0.01% 425
2021
Q3 		$49K Hold
2,178
– – ﹤0.01% 414
2021
Q2 		$50K Sell
2,178
-213
-9% -$4.83K ﹤0.01% 427
2021
Q1 		$52K Buy
2,391
+1,347
+129% +$28.1K ﹤0.01% 398
2020
Q4 		$20K Hold
1,044
– – ﹤0.01% 390
2020
Q3 		$18K Hold
1,044
– – ﹤0.01% 393
2020
Q2 		$17K Hold
1,044
– – ﹤0.01% 359
2020
Q1 		$15K Sell
1,044
-72
-6% -$1.32K ﹤0.01% 353
2019
Q4 		$22K Hold
1,116
– – ﹤0.01% 429
2019
Q3 		$21K Buy
+1,116
New +$20.9K ﹤0.01% 423

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Envestnet Asset Management
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
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Osaic Holdings
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
SC
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

Aptus Capital Advisors's SCHV Position: Q2 2026 in Review

Aptus Capital Advisors increased its Schwab US Large-Cap Value ETF (SCHV) stake by 4.1% in Q2 2026, buying an estimated $16.6K and bringing the position to 12,855 shares worth $447K. The position accounts for ﹤0.01% of the portfolio, ranked #820.

Aptus Capital Advisors first reported a position in SCHV in Q3 2019 and has held it in 28 quarters since. The position peaked at $1.01M in Q1 2024. 993 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Aptus Capital Advisors held 12,855 shares of Schwab US Large-Cap Value ETF worth $447K as of Q2 2026.
  • Aptus Capital Advisors bought 505 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $16.6K.
  • Schwab US Large-Cap Value ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #820 holding.
  • Aptus Capital Advisors first reported a position in Schwab US Large-Cap Value ETF in Q3 2019 and has held it in 28 quarters since.
  • Aptus Capital Advisors's Schwab US Large-Cap Value ETF position peaked at $1.01M in Q1 2024.
  • 993 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.