Atlas Capital Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Atlas Capital 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	$688K	Hold	19,752	–	–	0.08%	229
2026 Q1	$602K	Hold	19,752	–	–	0.07%	229
2025 Q4	$585K	Buy	+19,752	New	+$577K	0.07%	239
2025 Q2	$535K	Sell	19,339 -1,561	-7%	-$41K	0.07%	241
2025 Q1	$556K	Buy	20,900 +311	+2%	+$8.35K	0.07%	236
2024 Q4	$537K	Sell	20,589 -8,598	-29%	-$232K	0.07%	222
2024 Q3	$782K	Hold	29,187	–	–	0.12%	152
2024 Q2	$721K	Hold	29,187	–	–	0.09%	171
2024 Q1	$739K	Hold	29,187	–	–	0.12%	160
2023 Q4	$682K	Sell	29,187 -618	-2%	-$13.5K	0.1%	168
2023 Q3	$640K	Hold	29,805	–	–	0.11%	155
2023 Q2	$667K	Sell	29,805 -10,074	-25%	-$220K	0.1%	151
2023 Q1	$872K	Sell	39,879 -2,130	-5%	-$47.3K	0.14%	111
2022 Q4	$924K	Sell	42,009 -19,557	-32%	-$423K	0.16%	114
2022 Q3	$1.2M	Sell	61,566 -44,172	-42%	-$951K	0.22%	90
2022 Q2	$2.2M	Sell	105,738 -4,980	-4%	-$112K	0.37%	54
2022 Q1	$2.63M	Sell	110,718 -4,857	-4%	-$115K	0.41%	55
2021 Q4	$2.82M	Sell	115,575 -20,127	-15%	-$477K	0.42%	53
2021 Q3	$3.05M	Buy	135,702 +29,517	+28%	+$683K	0.49%	48
2021 Q2	$2.42M	Buy	106,185 +14,427	+16%	+$327K	0.41%	55
2021 Q1	$2M	Sell	91,758 -5,037	-5%	-$105K	0.39%	57
2020 Q4	$1.92M	Sell	96,795 -2,409	-2%	-$45K	0.4%	52
2020 Q3	$1.73M	Sell	99,204 -642	-0.6%	-$11.2K	0.41%	54
2020 Q2	$1.67M	Buy	99,846 +25,428	+34%	+$415K	0.39%	58
2020 Q1	$1.1M	Sell	74,418 -48,123	-39%	-$882K	0.33%	78
2019 Q4	$2.46M	Buy	122,541 +56,712	+86%	+$1.1M	0.61%	34
2019 Q3	$1.24M	Buy	65,829 +31,554	+92%	+$591K	0.37%	76
2019 Q2	$641K	Buy	34,275 +4,983	+17%	+$92.1K	0.21%	134
2019 Q1	$534K	Buy	29,292 +5,559	+23%	+$98.7K	0.19%	140
2018 Q4	$390K	Sell	23,733 -43,179	-65%	-$764K	0.16%	169
2018 Q3	$1.26M	Buy	66,912 +19,857	+42%	+$368K	0.42%	63
2018 Q2	$857K	Sell	47,055 -10,203	-18%	-$182K	0.3%	96
2018 Q1	$1.01M	Buy	+57,258	New	+$1.05M	0.31%	97

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

Atlas Capital Advisors's SCHV Position: Q2 2026 in Review

Atlas Capital Advisors held its Schwab US Large-Cap Value ETF (SCHV) position steady in Q2 2026 at 19,752 shares worth $688K. The position accounts for 0.08% of the portfolio, ranked #229.

Atlas Capital Advisors first reported a position in SCHV in Q1 2018 and has held it in 33 quarters since. The position peaked at $3.05M in Q3 2021. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

Atlas Capital Advisors held 19,752 shares of Schwab US Large-Cap Value ETF worth $688K as of Q2 2026.
Atlas Capital Advisors left its Schwab US Large-Cap Value ETF share count unchanged in Q2 2026.
Schwab US Large-Cap Value ETF made up 0.08% of Atlas Capital Advisors's portfolio in Q2 2026, its #229 holding.
Atlas Capital Advisors first reported a position in Schwab US Large-Cap Value ETF in Q1 2018 and has held it in 33 quarters since.
Atlas Capital Advisors's Schwab US Large-Cap Value ETF position peaked at $3.05M in Q3 2021.
991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Atlas Capital Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.