APW
SCHV icon

Aurora Private Wealth’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Aurora Private Wealth’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
Q3 		$408K Buy
12,253
+588
+5% +$20.2K 0.26% 93
2026
Q2 		$406K Buy
11,665
+431
+4% +$14.2K 0.26% 96
2026
Q1 		$333K Hold
11,234
– – 0.24% 109
2025
Q4 		$333K Buy
+11,234
New +$328K 0.22% 111
2025
Q2 		$363K Buy
+13,111
New +$345K 0.27% 94
2023
Q4 		– Sell
-16,374
Closed -$352K – 167
2023
Q3 		$352K Buy
16,374
+3,168
+24% +$71.1K 0.39% 75
2023
Q2 		$295K Sell
13,206
-2,958
-18% -$64.6K 0.34% 87
2023
Q1 		$353K Buy
16,164
+15
+0.1% +$333 0.38% 75
2022
Q4 		$355K Sell
16,149
-6,528
-29% -$141K 0.41% 73
2022
Q3 		$442K Sell
22,677
-46,365
-67% -$998K 0.2% 78
2022
Q2 		$1.44M Buy
69,042
+2,817
+4% +$63.2K 0.65% 25
2022
Q1 		$1.58M Buy
66,225
+10,581
+19% +$251K 0.65% 25
2021
Q4 		$1.36M Buy
55,644
+771
+1% +$18.3K 0.59% 28
2021
Q3 		$1.23M Sell
54,873
-5,361
-9% -$124K 0.5% 40
2021
Q2 		$1.37M Buy
60,234
+3,192
+6% +$72.4K 0.55% 36
2021
Q1 		$1.24M Sell
57,042
-11,997
-17% -$250K 0.51% 32
2020
Q4 		$1.37M Buy
69,039
+8,712
+14% +$163K 0.58% 30
2020
Q3 		$1.05M Sell
60,327
-4,944
-8% -$86.5K 0.45% 42
2020
Q2 		$1.09M Sell
65,271
-48,861
-43% -$798K 0.5% 37
2020
Q1 		$1.68M Buy
114,132
+60,114
+111% +$1.1M 0.59% 35
2019
Q4 		$1.08M Buy
+54,018
New +$1.05M 0.38% 47

Other funds holding SCHV

Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Gemmer Asset Management
Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return
Mokosak Advisory Group
Mokosak Advisory Group Urbandale, Iowa $454M AUM 14.41% 1-Year Est. Return
Rainey & Randall Wealth Advisors
Rainey & Randall Wealth Advisors Celebration, Florida $698M AUM 11.67% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
Cooper Financial Group
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
Black Diamond Financial
Black Diamond Financial Towson, Maryland $1.18B AUM 15.24% 1-Year Est. Return
Financial Management Professionals
Financial Management Professionals Austin, Texas $1.06B AUM 13.82% 1-Year Est. Return

Aurora Private Wealth's SCHV Position: Q3 2026 in Review

Aurora Private Wealth increased its Schwab US Large-Cap Value ETF (SCHV) stake by 5% in Q3 2026, buying an estimated $20.2K and bringing the position to 12,253 shares worth $408K. The position accounts for 0.26% of the portfolio, ranked #93.

Aurora Private Wealth first reported a position in SCHV in Q4 2019 and has held it in 21 quarters since. The position peaked at $1.68M in Q1 2020. 394 funds tracked by Wall St. Rank hold SCHV as of Q3 2026.

  • Aurora Private Wealth held 12,253 shares of Schwab US Large-Cap Value ETF worth $408K as of Q3 2026.
  • Aurora Private Wealth bought 588 Schwab US Large-Cap Value ETF shares in Q3 2026, an estimated $20.2K.
  • Schwab US Large-Cap Value ETF made up 0.26% of Aurora Private Wealth's portfolio in Q3 2026, its #93 holding.
  • Aurora Private Wealth first reported a position in Schwab US Large-Cap Value ETF in Q4 2019 and has held it in 21 quarters since.
  • Aurora Private Wealth's Schwab US Large-Cap Value ETF position peaked at $1.68M in Q1 2020.
  • 394 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2026.

Based on Aurora Private Wealth's 13F filing for Q3 2026, filed 20 Oct 2026.