AIM
SCHV

Aspen Investment Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Aspen Investment Management’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 		$301K Sell
8,659
-294
-3% -$9.69K 0.08% 165
2026
Q1 		$273K Buy
8,953
+7
+0.1% +$218 0.08% 161
2025
Q4 		$265K Sell
8,946
-291
-3% -$8.51K 0.08% 166
2025
Q3 		$269K Sell
9,237
-143
-2% -$4.06K 0.1% 138
2025
Q2 		$260K Sell
9,380
-442
-5% -$11.6K 0.11% 141
2025
Q1 		$261K Buy
9,822
+708
+8% +$19K 0.12% 135
2024
Q4 		$238K Buy
9,114
+9
+0.1% +$243 0.11% 137
2024
Q3 		$244K Sell
9,105
-435
-5% -$11.2K 0.11% 141
2024
Q2 		$236K Buy
9,540
+300
+3% +$7.41K 0.12% 135
2024
Q1 		$234K Buy
9,240
+6
+0.1% +$144 0.12% 146
2023
Q4 		$216K Buy
+9,234
New +$202K 0.12% 136
2023
Q3 		– Sell
-8,997
Closed -$201K – 148
2023
Q2 		$201K Buy
+8,997
New +$196K 0.12% 137
2019
Q2 		– Sell
-13,200
Closed -$241K – 138
2019
Q1 		$241K Hold
13,200
– – 0.17% 120
2018
Q4 		$217K Buy
+13,200
New +$234K 0.17% 118

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

Aspen Investment Management's SCHV Position: Q2 2026 in Review

Aspen Investment Management reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 3.3% in Q2 2026, selling an estimated $9.69K and leaving 8,659 shares worth $301K. The position accounts for 0.08% of the portfolio, ranked #165.

Aspen Investment Management first reported a position in SCHV in Q4 2018 and has held it in 14 quarters since. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Aspen Investment Management held 8,659 shares of Schwab US Large-Cap Value ETF worth $301K as of Q2 2026.
  • Aspen Investment Management sold 294 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $9.69K.
  • Schwab US Large-Cap Value ETF made up 0.08% of Aspen Investment Management's portfolio in Q2 2026, its #165 holding.
  • Aspen Investment Management first reported a position in Schwab US Large-Cap Value ETF in Q4 2018 and has held it in 14 quarters since.
  • 991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Aspen Investment Management's 13F filing for Q2 2026, filed 17 Jul 2026.