APW
SCHV

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
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

MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
RRWA
Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
SWRP
Summit Wealth & Retirement Planning San Ramon, California $472M AUM 25.49% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

Aurora Private Wealth's SCHV Position: Q2 2026 in Review

Aurora Private Wealth increased its Schwab US Large-Cap Value ETF (SCHV) stake by 3.8% in Q2 2026, buying an estimated $14.2K and bringing the position to 11,665 shares worth $406K. The position accounts for 0.26% of the portfolio, ranked #96.

Aurora Private Wealth first reported a position in SCHV in Q4 2019 and has held it in 20 quarters since. The position peaked at $1.68M in Q1 2020. 392 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Aurora Private Wealth held 11,665 shares of Schwab US Large-Cap Value ETF worth $406K as of Q2 2026.
  • Aurora Private Wealth bought 431 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $14.2K.
  • Schwab US Large-Cap Value ETF made up 0.26% of Aurora Private Wealth's portfolio in Q2 2026, its #96 holding.
  • Aurora Private Wealth first reported a position in Schwab US Large-Cap Value ETF in Q4 2019 and has held it in 20 quarters since.
  • Aurora Private Wealth's Schwab US Large-Cap Value ETF position peaked at $1.68M in Q1 2020.
  • 392 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Aurora Private Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.