ATWA
SCHV

Arbor Trust Wealth Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Arbor Trust Wealth 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 		$2.78M Sell
79,777
-19,831
-20% -$653K 1.12% 33
2026
Q1 		$3.04M Sell
99,608
-5,311
-5% -$165K 1.33% 28
2025
Q4 		$3.11M Buy
104,919
+308
+0.3% +$9K 1.36% 29
2025
Q3 		$3.05M Sell
104,611
-531
-0.5% -$15.1K 1.37% 28
2025
Q2 		$2.91M Sell
105,142
-19,090
-15% -$502K 1.42% 26
2025
Q1 		$3.3M Sell
124,232
-2,531
-2% -$67.9K 1.55% 24
2024
Q4 		$3.3M Sell
126,763
-3,095
-2% -$83.6K 1.55% 23
2024
Q3 		$3.23M Hold
129,858
– – 1.69% 20
2024
Q2 		$3.23M Sell
129,858
-14,841
-10% -$367K 1.69% 20
2024
Q1 		$3.56M Sell
144,699
-127,956
-47% -$3.07M 1.96% 19
2023
Q4 		$6.37M Sell
272,655
-24,963
-8% -$546K 3.79% 7
2023
Q3 		$6.39M Buy
297,618
+3,642
+1% +$81.8K 4.21% 5
2023
Q2 		$6.57M Buy
293,976
+5,181
+2% +$113K 4.18% 5
2023
Q1 		$6.31M Sell
288,795
-2,421
-0.8% -$53.8K 4.15% 5
2022
Q4 		$6.41M Buy
291,216
+27,348
+10% +$592K 4.42% 3
2022
Q3 		$5.15M Buy
263,868
+12,210
+5% +$263K 3.91% 5
2022
Q2 		$5.24M Buy
251,658
+13,113
+5% +$294K 3.65% 7
2022
Q1 		$5.68M Buy
238,545
+29,016
+14% +$687K 3.41% 8
2021
Q4 		$5.11M Buy
209,529
+9,459
+5% +$224K 2.95% 9
2021
Q3 		$4.5M Buy
200,070
+10,671
+6% +$247K 2.81% 10
2021
Q2 		$4.32M Buy
189,399
+28,209
+18% +$640K 2.71% 11
2021
Q1 		$3.52M Buy
161,190
+56,892
+55% +$1.19M 2.35% 11
2020
Q4 		$2.07M Buy
104,298
+13,098
+14% +$245K 1.5% 23
2020
Q3 		$1.59M Buy
91,200
+4,149
+5% +$72.6K 1.37% 26
2020
Q2 		$1.45M Buy
87,051
+1,374
+2% +$22.4K 1.31% 27
2020
Q1 		$1.26M Buy
85,677
+10,707
+14% +$196K 1.34% 26
2019
Q4 		$1.5M Buy
+74,970
New +$1.45M 1.29% 26

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

Arbor Trust Wealth Advisors's SCHV Position: Q2 2026 in Review

Arbor Trust Wealth Advisors reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 20% in Q2 2026, selling an estimated $653K and leaving 79,777 shares worth $2.78M. The position accounts for 1.12% of the portfolio, ranked #33.

Arbor Trust Wealth Advisors first reported a position in SCHV in Q4 2019 and has held it in 27 quarters since. The position peaked at $6.57M in Q2 2023. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Arbor Trust Wealth Advisors held 79,777 shares of Schwab US Large-Cap Value ETF worth $2.78M as of Q2 2026.
  • Arbor Trust Wealth Advisors sold 19,831 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $653K.
  • Schwab US Large-Cap Value ETF made up 1.12% of Arbor Trust Wealth Advisors's portfolio in Q2 2026, its #33 holding.
  • Arbor Trust Wealth Advisors first reported a position in Schwab US Large-Cap Value ETF in Q4 2019 and has held it in 27 quarters since.
  • Arbor Trust Wealth Advisors's Schwab US Large-Cap Value ETF position peaked at $6.57M in Q2 2023.
  • 991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Arbor Trust Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.