AI
SCHV

Atria Investments’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Atria Investments’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 		$364K Buy
11,920
+493
+4% +$15.4K ﹤0.01% 1631
2025
Q4 		$338K Sell
11,427
-204
-2% -$5.96K ﹤0.01% 1668
2025
Q3 		$339K Sell
11,631
-115
-1% -$3.27K ﹤0.01% 1657
2025
Q2 		$325K Sell
11,746
-1,794
-13% -$47.1K ﹤0.01% 1676
2025
Q1 		$360K Sell
13,540
-762
-5% -$20.5K ﹤0.01% 1518
2024
Q4 		$373K Sell
14,302
-542
-4% -$14.6K ﹤0.01% 1471
2024
Q3 		$398K Sell
14,844
-2,919
-16% -$75K ﹤0.01% 1450
2024
Q2 		$439K Buy
+17,763
New +$439K 0.01% 1368
2020
Q1 		– Sell
-12,621
Closed -$253K – 1078
2019
Q4 		$253K Sell
12,621
-87,429
-87% -$1.69M 0.01% 1044
2019
Q3 		$1.89M Sell
100,050
-4,905
-5% -$91.8K 0.07% 244
2019
Q2 		$1.91M Sell
104,955
-489,654
-82% -$9.05M 0.07% 238
2019
Q1 		$10.8M Sell
594,609
-190,902
-24% -$3.39M 0.46% 39
2018
Q4 		$12.9M Buy
785,511
+680,997
+652% +$12M 0.57% 32
2018
Q3 		$1.95M Sell
104,514
-157,791
-60% -$2.92M 0.08% 234
2018
Q2 		$4.64M Sell
262,305
-410,844
-61% -$7.33M 0.2% 89
2018
Q1 		$11.9M Sell
673,149
-191,832
-22% -$3.51M 0.57% 33
2017
Q4 		$15.8M Buy
864,981
+456,786
+112% +$8.13M 0.78% 21
2017
Q3 		$7.05M Buy
408,195
+58,248
+17% +$986K 0.38% 46
2017
Q2 		$5.86M Sell
349,947
-73,647
-17% -$1.22M 0.36% 50
2017
Q1 		$7.01M Sell
423,594
-40,848
-9% -$671K 0.46% 37
2016
Q4 		$7.45M Buy
464,442
+442,047
+1,974% +$6.85M 0.57% 27
2016
Q3 		$340K Buy
+22,395
New +$341K 0.03% 378
2015
Q3 		– Sell
-39,753
Closed -$570K – 399
2015
Q2 		$570K Sell
39,753
-1,194
-3% -$17.6K 0.07% 225
2015
Q1 		$591K Sell
40,947
-8,769
-18% -$128K 0.07% 216
2014
Q4 		$731K Sell
49,716
-5,979
-11% -$86.2K 0.08% 205
2014
Q3 		$792K Buy
55,695
+498
+0.9% +$7.13K 0.08% 214
2014
Q2 		$788K Buy
+55,197
New +$769K 0.08% 210

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

Atria Investments's SCHV Position: Q1 2026 in Review

Atria Investments increased its Schwab US Large-Cap Value ETF (SCHV) stake by 4.3% in Q1 2026, buying an estimated $15.4K and bringing the position to 11,920 shares worth $364K. The position accounts for ﹤0.01% of the portfolio, ranked #1631.

Atria Investments first reported a position in SCHV in Q2 2014 and has held it in 27 quarters since. The position peaked at $15.8M in Q4 2017. 962 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

  • Atria Investments held 11,920 shares of Schwab US Large-Cap Value ETF worth $364K as of Q1 2026.
  • Atria Investments bought 493 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $15.4K.
  • Schwab US Large-Cap Value ETF made up ﹤0.01% of Atria Investments's portfolio in Q1 2026, its #1631 holding.
  • Atria Investments first reported a position in Schwab US Large-Cap Value ETF in Q2 2014 and has held it in 27 quarters since.
  • Atria Investments's Schwab US Large-Cap Value ETF position peaked at $15.8M in Q4 2017.
  • 962 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.