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SCHV

Avantax Planning Partners’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Avantax Planning Partners’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 		$312M Buy
10,217,486
+29,579
+0.3% +$922K 8.56% 2
2025
Q4 		$302M Buy
10,187,907
+108,122
+1% +$3.16M 8.44% 2
2025
Q3 		$293M Buy
10,079,785
+133,585
+1% +$3.8M 8.41% 2
2025
Q2 		$275M Sell
9,946,200
-81,080
-0.8% -$2.13M 8.73% 2
2025
Q1 		$267M Buy
10,027,280
+99,438
+1% +$2.67M 9.44% 3
2024
Q4 		$259M Buy
9,927,842
+8,042
+0.1% +$217K 9.33% 2
2024
Q3 		$266M Sell
9,919,800
-2,141,622
-18% -$55M 9.53% 2
2024
Q2 		$298M Sell
12,061,422
-231,120
-2% -$5.71M 9.57% 2
2024
Q1 		$311M Sell
12,292,542
-218,511
-2% -$5.24M 10.08% 2
2023
Q4 		$292M Sell
12,511,053
-333,879
-3% -$7.3M 11.14% 2
2023
Q3 		$276M Buy
12,844,932
+102,996
+0.8% +$2.31M 11.55% 2
2023
Q2 		$285M Sell
12,741,936
-114,087
-0.9% -$2.49M 11.33% 2
2023
Q1 		$281M Sell
12,856,023
-3,191,874
-20% -$70.9M 11.41% 2
2022
Q4 		$353M Buy
16,047,897
+548,721
+4% +$11.9M 14.01% 2
2022
Q3 		$302M Buy
15,499,176
+367,350
+2% +$7.91M 13.61% 2
2022
Q2 		$315M Sell
15,131,826
-1,752,591
-10% -$39.3M 13.45% 2
2022
Q1 		$402M Buy
16,884,417
+199,926
+1% +$4.73M 15.95% 2
2021
Q4 		$407M Sell
16,684,491
-19,629
-0.1% -$465K 16.75% 2
2021
Q3 		$376M Buy
16,704,120
+254,229
+2% +$5.88M 17.33% 2
2021
Q2 		$375M Buy
16,449,891
+618,711
+4% +$14M 17.59% 2
2021
Q1 		$344M Sell
15,831,180
-3,060,069
-16% -$63.7M 17.76% 2
2020
Q4 		$375M Sell
18,891,249
-1,402,359
-7% -$26.2M 19.29% 2
2020
Q3 		$353M Buy
20,293,608
+3,259,938
+19% +$57M 18.66% 2
2020
Q2 		$285M Sell
17,033,670
-4,019,700
-19% -$65.6M 16.07% 2
2020
Q1 		$311M Buy
21,053,370
+1,069,161
+5% +$19.6M 21.63% 2
2019
Q4 		$400M Buy
19,984,209
+544,086
+3% +$10.5M 23.56% 1
2019
Q3 		$368M Buy
19,440,123
+6,800,853
+54% +$127M 22.57% 1
2019
Q2 		$239M Buy
12,639,270
+3,152,598
+33% +$58.3M 15.46% 2
2019
Q1 		$173M Buy
9,486,672
+3,049,551
+47% +$54.1M 12.02% 3
2018
Q4 		$106M Buy
6,437,121
+45,894
+0.7% +$812K 7.98% 4
2018
Q3 		$119M Buy
6,391,227
+174,096
+3% +$3.23M 9.57% 3
2018
Q2 		$110M Buy
6,217,131
+228,234
+4% +$4.07M 9.83% 3
2018
Q1 		$105M Buy
5,988,897
+153,852
+3% +$2.82M 9.06% 3
2017
Q4 		$106M Sell
5,835,045
-1,099,797
-16% -$19.6M 9.74% 3
2017
Q3 		$120M Buy
6,934,842
+95,256
+1% +$1.61M 9.44% 2
2017
Q2 		$114M Sell
6,839,586
-3,203,475
-32% -$53.3M 9.64% 2
2017
Q1 		$166M Buy
10,043,061
+250,563
+3% +$4.12M 14.87% 2
2016
Q4 		$157M Buy
+9,792,498
New +$152M 16.74% 2

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
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
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

Avantax Planning Partners's SCHV Position: Q1 2026 in Review

Avantax Planning Partners increased its Schwab US Large-Cap Value ETF (SCHV) stake by 0.29% in Q1 2026, buying an estimated $922K and bringing the position to 10,217,486 shares worth $312M. The position accounts for 8.56% of the portfolio, ranked #2.

Avantax Planning Partners first reported a position in SCHV in Q4 2016 and has held it in 38 quarters since. The position peaked at $407M in Q4 2021. 962 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

  • Avantax Planning Partners held 10,217,486 shares of Schwab US Large-Cap Value ETF worth $312M as of Q1 2026.
  • Avantax Planning Partners bought 29,579 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $922K.
  • Schwab US Large-Cap Value ETF made up 8.56% of Avantax Planning Partners's portfolio in Q1 2026, its #2 holding.
  • Avantax Planning Partners first reported a position in Schwab US Large-Cap Value ETF in Q4 2016 and has held it in 38 quarters since.
  • Avantax Planning Partners's Schwab US Large-Cap Value ETF position peaked at $407M in Q4 2021.
  • 962 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

Based on Avantax Planning Partners's 13F filing for Q1 2026, filed 4 May 2026.