Aspen Grove Capital’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Aspen Grove Capital’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	$2.57M	Buy	73,772 +67	+0.1%	+$2.21K	0.37%	40
2026 Q1	$2.25M	Sell	73,705 -1,967	-3%	-$61.3K	0.44%	38
2025 Q4	$2.24M	Sell	75,672 -1,233	-2%	-$36K	0.39%	40
2025 Q3	$2.24M	Sell	76,905 -1,048	-1%	-$29.8K	0.38%	39
2025 Q2	$2.16M	Sell	77,953 -1,161	-1%	-$30.5K	0.37%	44
2025 Q1	$2.1M	Buy	79,114 +39	+0%	+$1.05K	0.4%	41
2024 Q4	$2.06M	Buy	79,075 +1,252	+2%	+$33.8K	0.44%	41
2024 Q3	$2.09M	Sell	77,823 -597	-0.8%	-$15.3K	0.46%	38
2024 Q2	$1.95M	Hold	78,420	–	–	0.46%	38
2024 Q1	$1.99M	Buy	78,420 +66	+0.1%	+$1.58K	0.56%	35
2023 Q4	$1.83M	Sell	78,354 -243	-0.3%	-$5.31K	0.56%	34
2023 Q3	$1.69M	Buy	78,597 +9,333	+13%	+$210K	0.63%	35
2023 Q2	$1.55M	Buy	+69,264	New	+$1.51M	0.5%	40

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

Aspen Grove Capital's SCHV Position: Q2 2026 in Review

Aspen Grove Capital increased its Schwab US Large-Cap Value ETF (SCHV) stake by 0.09% in Q2 2026, buying an estimated $2.21K and bringing the position to 73,772 shares worth $2.57M. The position accounts for 0.37% of the portfolio, ranked #40.

Aspen Grove Capital first reported a position in SCHV in Q2 2023 and has held it in 13 quarters since. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

Aspen Grove Capital held 73,772 shares of Schwab US Large-Cap Value ETF worth $2.57M as of Q2 2026.
Aspen Grove Capital bought 67 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $2.21K.
Schwab US Large-Cap Value ETF made up 0.37% of Aspen Grove Capital's portfolio in Q2 2026, its #40 holding.
Aspen Grove Capital first reported a position in Schwab US Large-Cap Value ETF in Q2 2023 and has held it in 13 quarters since.
991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Aspen Grove Capital's 13F filing for Q2 2026, filed 14 Aug 2026.