AC
SCHV

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

Avant Capital’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 		$7.22M Buy
207,434
+529
+0.3% +$17.4K 4.52% 5
2026
Q1 		$6.31M Sell
206,905
-1,404
-0.7% -$43.7K 4.44% 5
2025
Q4 		$6.17M Buy
208,309
+4,741
+2% +$139K 4.23% 7
2025
Q3 		$5.93M Buy
203,568
+3,816
+2% +$108K 4.17% 6
2025
Q2 		$5.53M Buy
199,752
+861
+0.4% +$22.6K 4.29% 7
2025
Q1 		$5.29M Buy
198,891
+4,131
+2% +$111K 4.4% 5
2024
Q4 		$5.08M Buy
+194,760
New +$5.26M 4.21% 8
2023
Q3 		$3.78M Buy
175,947
+6,705
+4% +$151K 4.32% 7
2023
Q2 		$3.78M Buy
169,242
+2,583
+2% +$56.4K 4.18% 8
2023
Q1 		$3.64M Buy
166,659
+13,857
+9% +$308K 4.21% 6
2022
Q4 		$3.36M Sell
152,802
-4,740
-3% -$103K 4.13% 6
2022
Q3 		$3.07M Buy
157,542
+5,814
+4% +$125K 4.15% 6
2022
Q2 		$3.16M Buy
151,728
+1,686
+1% +$37.8K 4.08% 6
2022
Q1 		$3.57M Buy
150,042
+8,220
+6% +$195K 3.99% 6
2021
Q4 		$3.46M Buy
+141,822
New +$3.36M 3.8% 8

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

Avant Capital's SCHV Position: Q2 2026 in Review

Avant Capital increased its Schwab US Large-Cap Value ETF (SCHV) stake by 0.26% in Q2 2026, buying an estimated $17.4K and bringing the position to 207,434 shares worth $7.22M. The position accounts for 4.52% of the portfolio, ranked #5.

Avant Capital first reported a position in SCHV in Q4 2021 and has held it in 15 quarters since. 993 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Avant Capital held 207,434 shares of Schwab US Large-Cap Value ETF worth $7.22M as of Q2 2026.
  • Avant Capital bought 529 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $17.4K.
  • Schwab US Large-Cap Value ETF made up 4.52% of Avant Capital's portfolio in Q2 2026, its #5 holding.
  • Avant Capital first reported a position in Schwab US Large-Cap Value ETF in Q4 2021 and has held it in 15 quarters since.
  • 993 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Avant Capital's 13F filing for Q2 2026, filed 12 Aug 2026.