AAS
SCHV

Avantax Advisory Services’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Avantax Advisory Services’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
2025
Q2 		$50.2M Buy
1,815,693
+56,892
+3% +$1.5M 0.28% 52
2025
Q1 		$46.7M Buy
1,758,801
+113,221
+7% +$3.04M 0.28% 47
2024
Q4 		$42.9M Buy
1,645,580
+547,604
+50% +$14.8M 0.27% 49
2024
Q3 		$29.4M Buy
1,097,976
+189,639
+21% +$4.87M 0.19% 82
2024
Q2 		$22.4M Buy
908,337
+211,932
+30% +$5.24M 0.16% 102
2024
Q1 		$17.6M Buy
696,405
+246,204
+55% +$5.9M 0.16% 105
2023
Q4 		$10.5M Buy
450,201
+250,188
+125% +$5.47M 0.1% 151
2023
Q3 		$4.3M Buy
200,013
+19,839
+11% +$446K 0.05% 288
2023
Q2 		$4.03M Buy
180,174
+7,788
+5% +$170K 0.05% 303
2023
Q1 		$3.77M Buy
172,386
+8,082
+5% +$180K 0.05% 299
2022
Q4 		$3.62M Sell
164,304
-40,716
-20% -$881K 0.05% 286
2022
Q3 		$4M Buy
205,020
+3,891
+2% +$83.8K 0.06% 239
2022
Q2 		$4.18M Sell
201,129
-32,091
-14% -$720K 0.06% 230
2022
Q1 		$5.56M Buy
233,220
+11,460
+5% +$271K 0.08% 187
2021
Q4 		$5.41M Buy
221,760
+146,577
+195% +$3.47M 0.08% 184
2021
Q3 		$1.69M Buy
75,183
+4,452
+6% +$103K 0.03% 376
2021
Q2 		$1.61M Sell
70,731
-3,222
-4% -$73.1K 0.03% 376
2021
Q1 		$1.61M Buy
73,953
+52,818
+250% +$1.1M 0.03% 332
2020
Q4 		$420K Sell
21,135
-19,950
-49% -$373K 0.01% 605
2020
Q3 		$712K Buy
41,085
+19,395
+89% +$339K 0.01% 666
2020
Q2 		$363K Sell
21,690
-1,578
-7% -$25.8K 0.01% 576
2020
Q1 		$343K Buy
+23,268
New +$427K 0.01% 536

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

Avantax Advisory Services's SCHV Position: Q2 2025 in Review

Avantax Advisory Services increased its Schwab US Large-Cap Value ETF (SCHV) stake by 3.2% in Q2 2025, buying an estimated $1.5M and bringing the position to 1,815,693 shares worth $50.2M. The position accounts for 0.28% of the portfolio, ranked #52.

Avantax Advisory Services first reported a position in SCHV in Q1 2020 and has held it in 22 quarters since. 879 funds tracked by Wall St. Rank hold SCHV as of Q2 2025.

  • Avantax Advisory Services held 1,815,693 shares of Schwab US Large-Cap Value ETF worth $50.2M as of Q2 2025.
  • Avantax Advisory Services bought 56,892 Schwab US Large-Cap Value ETF shares in Q2 2025, an estimated $1.5M.
  • Schwab US Large-Cap Value ETF made up 0.28% of Avantax Advisory Services's portfolio in Q2 2025, its #52 holding.
  • Avantax Advisory Services first reported a position in Schwab US Large-Cap Value ETF in Q1 2020 and has held it in 22 quarters since.
  • 879 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.