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
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 $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

Avant Capital's SCHV Position: Q1 2026 in Review

Avant Capital reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 0.67% in Q1 2026, selling an estimated $43.7K and leaving 206,905 shares worth $6.31M. The position accounts for 4.44% of the portfolio, ranked #5.

Avant Capital first reported a position in SCHV in Q4 2021 and has held it in 14 quarters since. 962 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

  • Avant Capital held 206,905 shares of Schwab US Large-Cap Value ETF worth $6.31M as of Q1 2026.
  • Avant Capital sold 1,404 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $43.7K.
  • Schwab US Large-Cap Value ETF made up 4.44% of Avant Capital's portfolio in Q1 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 14 quarters since.
  • 962 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

Based on Avant Capital's 13F filing for Q1 2026, filed 12 May 2026.