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

Armor 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 Q2	$3.45K	Hold	99	–	–	﹤0.01%	150
2026 Q1	$3.02K	Hold	99	–	–	﹤0.01%	156
2025 Q4	$2.93K	Hold	99	–	–	﹤0.01%	147
2025 Q3	$2.88K	Hold	99	–	–	﹤0.01%	145
2025 Q2	$2.74K	Hold	99	–	–	﹤0.01%	146
2025 Q1	$2.63K	Hold	99	–	–	﹤0.01%	148
2024 Q4	$2.58K	Hold	99	–	–	﹤0.01%	145
2024 Q3	$2.65K	Hold	99	–	–	﹤0.01%	151
2024 Q2	$2.44K	Hold	99	–	–	﹤0.01%	149
2024 Q1	$2.51K	Hold	99	–	–	﹤0.01%	156
2023 Q4	$2.31K	Sell	99 -1,812	-95%	-$39.6K	﹤0.01%	155
2023 Q3	$41.1K	Hold	1,911	–	–	0.02%	128
2023 Q2	$42.7K	Hold	1,911	–	–	0.03%	124
2023 Q1	$41.8K	Buy	1,911 +39	+2%	+$867	0.02%	137
2022 Q4	$41.2K	Sell	1,872 -3,525	-65%	-$76.3K	0.03%	136
2022 Q3	$105K	Buy	5,397 +3,273	+154%	+$70.5K	0.07%	120
2022 Q2	$44K	Hold	2,124	–	–	0.03%	131
2022 Q1	$51K	Hold	2,124	–	–	0.03%	135
2021 Q4	$52K	Hold	2,124	–	–	0.03%	130
2021 Q3	$48K	Hold	2,124	–	–	0.03%	136
2021 Q2	$48K	Hold	2,124	–	–	0.03%	138
2021 Q1	$46K	Buy	2,124 +1,500	+240%	+$31.2K	0.03%	133
2020 Q4	$12K	Buy	624 +252	+68%	+$4.71K	0.01%	149
2020 Q3	$6K	Hold	372	–	–	0.01%	129
2020 Q2	$6K	Hold	372	–	–	0.01%	127
2020 Q1	$5K	Hold	372	–	–	0.01%	129
2019 Q4	$7K	Hold	372	–	–	0.01%	146
2019 Q3	$7K	Hold	372	–	–	0.01%	137
2019 Q2	$7K	Hold	372	–	–	0.01%	139
2019 Q1	$7K	Hold	372	–	–	0.01%	143
2018 Q4	$6K	Hold	372	–	–	0.01%	124
2018 Q3	$7K	Hold	372	–	–	0.01%	133
2018 Q2	$7K	Hold	372	–	–	0.01%	139
2018 Q1	$7K	Hold	372	–	–	0.01%	142
2017 Q4	$7K	Hold	372	–	–	0.01%	137
2017 Q3	$6K	Hold	372	–	–	0.01%	136
2017 Q2	$6K	Hold	372	–	–	0.01%	124
2017 Q1	$6K	Hold	372	–	–	0.01%	129
2016 Q4	$6K	Buy	+372	New	+$5.77K	0.01%	130

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

Armor Investment Advisors's SCHV Position: Q2 2026 in Review

Armor Investment Advisors held its Schwab US Large-Cap Value ETF (SCHV) position steady in Q2 2026 at 99 shares worth $3.45K. The position accounts for ﹤0.01% of the portfolio, ranked #150.

Armor Investment Advisors first reported a position in SCHV in Q4 2016 and has held it in 39 quarters since. The position peaked at $105K in Q3 2022. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

Armor Investment Advisors held 99 shares of Schwab US Large-Cap Value ETF worth $3.45K as of Q2 2026.
Armor Investment Advisors left its Schwab US Large-Cap Value ETF share count unchanged in Q2 2026.
Schwab US Large-Cap Value ETF made up ﹤0.01% of Armor Investment Advisors's portfolio in Q2 2026, its #150 holding.
Armor Investment Advisors first reported a position in Schwab US Large-Cap Value ETF in Q4 2016 and has held it in 39 quarters since.
Armor Investment Advisors's Schwab US Large-Cap Value ETF position peaked at $105K in Q3 2022.
991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Armor Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.