Arax Advisory Partners’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Arax Advisory Partners’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	$731K	Buy	21,002 +16,307	+347%	+$537K	﹤0.01%	1386
2026 Q1	$143K	Buy	4,695 +2,929	+166%	+$91.3K	﹤0.01%	1225
2025 Q4	$52.3K	Buy	+1,766	New	+$51.6K	﹤0.01%	1590
2025 Q3	–	Sell	-57,185	Closed	-$1.62M	–	4168
2025 Q2	$1.62M	Buy	57,185 +56,990	+29,226%	+$1.5M	0.07%	172
2025 Q1	$5.18K	Buy	195 +1	+0.5%	+$27	﹤0.01%	1768
2024 Q4	$5.05K	Buy	194 +2	+1%	+$54	﹤0.01%	1741
2024 Q3	$5.18K	Hold	192	–	–	﹤0.01%	1701
2024 Q2	$4.72K	Hold	192	–	–	﹤0.01%	1621
2024 Q1	$4.85K	Sell	192 -897	-82%	-$21.5K	﹤0.01%	906
2023 Q4	$25.5K	Buy	1,089 +900	+476%	+$19.7K	﹤0.01%	609
2023 Q3	$4.06K	Hold	189	–	–	﹤0.01%	919
2023 Q2	$4.2K	Buy	189 +3	+2%	+$66	﹤0.01%	903
2023 Q1	$4.08K	Hold	186	–	–	﹤0.01%	891
2022 Q4	$4.08K	Buy	186 +3	+2%	+$65	﹤0.01%	840
2022 Q3	$4K	Hold	183	–	–	﹤0.01%	869
2022 Q2	$4K	Sell	183 -21	-10%	-$471	﹤0.01%	847
2022 Q1	$5K	Buy	204 +21	+11%	+$497	﹤0.01%	788
2021 Q4	$4K	Sell	183 -2,085	-92%	-$49.4K	﹤0.01%	815
2021 Q3	$51K	Hold	2,268	–	–	0.01%	451
2021 Q2	$52K	Buy	+2,268	New	+$51.5K	0.01%	458
2020 Q4	$4K	Hold	183	–	–	﹤0.01%	635
2020 Q3	$3K	Hold	183	–	–	﹤0.01%	629
2020 Q2	$3K	Hold	183	–	–	﹤0.01%	618
2020 Q1	$3K	Hold	183	–	–	﹤0.01%	612
2019 Q4	$4K	Hold	183	–	–	﹤0.01%	530
2019 Q3	$3K	Buy	+183	New	+$3.42K	﹤0.01%	544

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

Arax Advisory Partners's SCHV Position: Q2 2026 in Review

Arax Advisory Partners increased its Schwab US Large-Cap Value ETF (SCHV) stake by 347% in Q2 2026, buying an estimated $537K and bringing the position to 21,002 shares worth $731K. The position accounts for ﹤0.01% of the portfolio, ranked #1386.

Arax Advisory Partners first reported a position in SCHV in Q3 2019 and has held it in 26 quarters since. The position peaked at $1.62M in Q2 2025. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

Arax Advisory Partners held 21,002 shares of Schwab US Large-Cap Value ETF worth $731K as of Q2 2026.
Arax Advisory Partners bought 16,307 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $537K.
Schwab US Large-Cap Value ETF made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #1386 holding.
Arax Advisory Partners first reported a position in Schwab US Large-Cap Value ETF in Q3 2019 and has held it in 26 quarters since.
Arax Advisory Partners's Schwab US Large-Cap Value ETF position peaked at $1.62M in Q2 2025.
991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.