AWA
SCHV

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

Arkadios 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
Q1 		$2.53M Buy
82,818
+2,366
+3% +$73.7K 0.04% 430
2025
Q4 		$2.38M Sell
80,452
-2,476
-3% -$72.4K 0.05% 403
2025
Q3 		$2.41M Buy
82,928
+3,697
+5% +$105K 0.06% 349
2025
Q2 		$2.19M Buy
79,231
+2,447
+3% +$64.3K 0.06% 323
2025
Q1 		$2.04M Buy
76,784
+3,845
+5% +$103K 0.08% 278
2024
Q4 		$1.9M Sell
72,939
-921
-1% -$24.9K 0.1% 193
2024
Q3 		$1.98M Buy
73,860
+56,616
+328% +$1.45M 0.11% 187
2024
Q2 		$426K Buy
17,244
+8,838
+105% +$218K 0.03% 517
2024
Q1 		$213K Sell
8,406
-225
-3% -$5.39K 0.02% 638
2023
Q4 		$202K Sell
8,631
-2,139
-20% -$46.8K 0.02% 648
2023
Q3 		$231K Buy
+10,770
New +$242K 0.02% 577
2022
Q2 		– Sell
-9,615
Closed -$229K – 599
2022
Q1 		$229K Sell
9,615
-1,416
-13% -$33.5K 0.03% 496
2021
Q4 		$269K Sell
11,031
-1,458
-12% -$34.5K 0.04% 476
2021
Q3 		$280K Sell
12,489
-2,250
-15% -$52K 0.04% 421
2021
Q2 		$335K Sell
14,739
-9,501
-39% -$216K 0.04% 425
2021
Q1 		$527K Sell
24,240
-9,345
-28% -$195K 0.09% 241
2020
Q4 		$666K Buy
33,585
+2,250
+7% +$42.1K 0.14% 160
2020
Q3 		$566K Buy
31,335
+45
+0.1% +$787 0.28% 79
2020
Q2 		$533K Buy
+31,290
New +$511K 0.3% 75

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Arkadios Wealth Advisors's SCHV Position: Q1 2026 in Review

Arkadios Wealth Advisors increased its Schwab US Large-Cap Value ETF (SCHV) stake by 2.9% in Q1 2026, buying an estimated $73.7K and bringing the position to 82,818 shares worth $2.53M. The position accounts for 0.04% of the portfolio, ranked #430.

Arkadios Wealth Advisors first reported a position in SCHV in Q2 2020 and has held it in 19 quarters since. 962 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

  • Arkadios Wealth Advisors held 82,818 shares of Schwab US Large-Cap Value ETF worth $2.53M as of Q1 2026.
  • Arkadios Wealth Advisors bought 2,366 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $73.7K.
  • Schwab US Large-Cap Value ETF made up 0.04% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #430 holding.
  • Arkadios Wealth Advisors first reported a position in Schwab US Large-Cap Value ETF in Q2 2020 and has held it in 19 quarters since.
  • 962 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.