ATI
SCHV

ARK & TLK Investments’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

ARK & TLK Investments’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 		$1.13M Hold
32,559
– – 0.28% 46
2026
Q1 		$993K Hold
32,559
– – 0.27% 49
2025
Q4 		$964K Hold
32,559
– – 0.27% 50
2025
Q3 		$948K Hold
32,559
– – 0.3% 48
2025
Q2 		$901K Hold
32,559
– – 0.29% 50
2025
Q1 		$865K Sell
32,559
-291
-0.9% -$7.81K 0.3% 47
2024
Q4 		$856K Hold
32,850
– – 0.3% 47
2024
Q3 		$880K Sell
32,850
-1,200
-4% -$30.8K 0.31% 46
2024
Q2 		$841K Hold
34,050
– – 0.31% 46
2024
Q1 		$862K Hold
34,050
– – 0.34% 42
2023
Q4 		$796K Buy
+34,050
New +$745K 0.32% 43

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

ARK & TLK Investments's SCHV Position: Q2 2026 in Review

ARK & TLK Investments held its Schwab US Large-Cap Value ETF (SCHV) position steady in Q2 2026 at 32,559 shares worth $1.13M. The position accounts for 0.28% of the portfolio, ranked #46.

ARK & TLK Investments first reported a position in SCHV in Q4 2023 and has held it in 11 quarters since. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • ARK & TLK Investments held 32,559 shares of Schwab US Large-Cap Value ETF worth $1.13M as of Q2 2026.
  • ARK & TLK Investments left its Schwab US Large-Cap Value ETF share count unchanged in Q2 2026.
  • Schwab US Large-Cap Value ETF made up 0.28% of ARK & TLK Investments's portfolio in Q2 2026, its #46 holding.
  • ARK & TLK Investments first reported a position in Schwab US Large-Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on ARK & TLK Investments's 13F filing for Q2 2026, filed 20 Jul 2026.