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

Arcadia Investment 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 Q3	$176K	Hold	5,289	–	–	0.07%	45
2026 Q2	$184K	Hold	5,289	–	–	0.08%	45
2026 Q1	$161K	Hold	5,289	–	–	0.08%	44
2025 Q4	$157K	Hold	5,289	–	–	0.07%	44
2025 Q3	$154K	Hold	5,289	–	–	0.07%	45
2025 Q2	$146K	Hold	5,289	–	–	0.08%	44
2025 Q1	$141K	Hold	5,289	–	–	0.08%	40
2024 Q4	$138K	Hold	5,289	–	–	0.08%	40
2024 Q3	$142K	Hold	5,289	–	–	0.08%	40
2024 Q2	$131K	Hold	5,289	–	–	0.07%	40
2024 Q1	$134K	Hold	5,289	–	–	0.08%	41
2023 Q4	$124K	Sell	5,289 -1,656	-24%	-$36.2K	0.07%	41
2023 Q3	$149K	Hold	6,945	–	–	0.1%	39
2023 Q2	$155K	Sell	6,945 -1,740	-20%	-$38K	0.1%	40
2023 Q1	$190K	Sell	8,685 -510	-6%	-$11.3K	0.13%	33
2022 Q4	$202K	Sell	9,195 -603	-6%	-$13.1K	0.14%	33
2022 Q3	$191K	Buy	9,798 +6,465	+194%	+$139K	0.14%	35
2022 Q2	$69.3K	Hold	3,333	–	–	0.05%	44
2022 Q1	$79.3K	Hold	3,333	–	–	0.05%	46
2021 Q4	$81.3K	Hold	3,333	–	–	0.04%	45
2021 Q3	$75K	Hold	3,333	–	–	0.04%	46
2021 Q2	$76K	Hold	3,333	–	–	0.04%	45
2021 Q1	$72.5K	Hold	3,333	–	–	0.04%	44
2020 Q4	$66.1K	Hold	3,333	–	–	0.04%	43
2020 Q3	$58K	Sell	3,333 -606	-15%	-$10.6K	0.04%	45
2020 Q2	$65.8K	Hold	3,939	–	–	0.04%	42
2020 Q1	$58.1K	Hold	3,939	–	–	0.05%	43
2019 Q4	$78.9K	Sell	3,939 -837	-18%	-$16.2K	0.05%	32
2019 Q3	$90.3K	Hold	4,776	–	–	0.06%	36
2019 Q2	$89.4K	Sell	4,776 -2,301	-33%	-$42.5K	0.06%	36
2019 Q1	$129K	Sell	7,077 -3,048	-30%	-$54.1K	0.1%	36
2018 Q4	$166K	Sell	10,125 -3,651	-27%	-$64.6K	0.15%	33
2018 Q3	$258K	Sell	13,776 -2,676	-16%	-$49.6K	0.2%	23
2018 Q2	$291K	Sell	16,452 -15,576	-49%	-$278K	0.23%	26
2018 Q1	$564K	Sell	32,028 -16,275	-34%	-$298K	0.48%	18
2017 Q4	$880K	Buy	+48,303	New	+$859K	0.75%	18

Other funds holding SCHV

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

CFG

Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

Veery Capital Wilmington, Delaware $375M AUM 14.26% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Persium Advisors Atlanta, Georgia $191M AUM 23.01% 1-Year Est. Return

MWP

Meriwether Wealth & Planning Minden, Louisiana $222M AUM 15.77% 1-Year Est. Return

Friday Financial Dubuque, Iowa $506M AUM 14.2% 1-Year Est. Return

CIA

Cape Investment Advisory Mcdonough, Georgia $388M AUM 17.15% 1-Year Est. Return

Arcadia Investment Advisors's SCHV Position: Q3 2026 in Review

Arcadia Investment Advisors held its Schwab US Large-Cap Value ETF (SCHV) position steady in Q3 2026 at 5,289 shares worth $176K. The position accounts for 0.07% of the portfolio, ranked #45.

Arcadia Investment Advisors first reported a position in SCHV in Q4 2017 and has held it in 36 quarters since. The position peaked at $880K in Q4 2017. 93 funds tracked by Wall St. Rank hold SCHV as of Q3 2026.

Arcadia Investment Advisors held 5,289 shares of Schwab US Large-Cap Value ETF worth $176K as of Q3 2026.
Arcadia Investment Advisors left its Schwab US Large-Cap Value ETF share count unchanged in Q3 2026.
Schwab US Large-Cap Value ETF made up 0.07% of Arcadia Investment Advisors's portfolio in Q3 2026, its #45 holding.
Arcadia Investment Advisors first reported a position in Schwab US Large-Cap Value ETF in Q4 2017 and has held it in 36 quarters since.
Arcadia Investment Advisors's Schwab US Large-Cap Value ETF position peaked at $880K in Q4 2017.
93 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2026.

Based on Arcadia Investment Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.