Avidian Wealth Enterprises’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Avidian Wealth Enterprises’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 Q3	$1.56M	Buy	46,740 +540	+1%	+$18.6K	0.04%	253
2026 Q2	$1.61M	Buy	46,200 +114	+0.2%	+$3.75K	0.04%	248
2026 Q1	$1.41M	Sell	46,086 -774	-2%	-$24.1K	0.04%	244
2025 Q4	$1.39M	Sell	46,860 -504	-1%	-$14.7K	0.05%	180
2025 Q3	$1.38M	Hold	47,364	–	–	0.05%	177
2025 Q2	$1.31M	Hold	47,364	–	–	0.05%	173
2025 Q1	$1.26M	Hold	47,364	–	–	0.06%	168
2024 Q4	$1.23M	Sell	47,364 -447	-0.9%	-$12.1K	0.06%	160
2024 Q3	$1.28M	Buy	47,811 +447	+0.9%	+$11.5K	0.06%	152
2024 Q2	$1.17M	Buy	+47,364	New	+$1.17M	0.05%	164

Other funds holding SCHV

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

CFG

Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

Veery Capital Wilmington, Delaware $375M AUM 14.26% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Persium Advisors Atlanta, Georgia $191M AUM 23.01% 1-Year Est. Return

MWP

Meriwether Wealth & Planning Minden, Louisiana $222M AUM 15.77% 1-Year Est. Return

Friday Financial Dubuque, Iowa $506M AUM 14.2% 1-Year Est. Return

Avidian Wealth Enterprises's SCHV Position: Q3 2026 in Review

Avidian Wealth Enterprises increased its Schwab US Large-Cap Value ETF (SCHV) stake by 1.2% in Q3 2026, buying an estimated $18.6K and bringing the position to 46,740 shares worth $1.56M. The position accounts for 0.04% of the portfolio, ranked #253.

Avidian Wealth Enterprises first reported a position in SCHV in Q2 2024 and has held it in 10 quarters since. The position peaked at $1.61M in Q2 2026. 117 funds tracked by Wall St. Rank hold SCHV as of Q3 2026.

Avidian Wealth Enterprises held 46,740 shares of Schwab US Large-Cap Value ETF worth $1.56M as of Q3 2026.
Avidian Wealth Enterprises bought 540 Schwab US Large-Cap Value ETF shares in Q3 2026, an estimated $18.6K.
Schwab US Large-Cap Value ETF made up 0.04% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #253 holding.
Avidian Wealth Enterprises first reported a position in Schwab US Large-Cap Value ETF in Q2 2024 and has held it in 10 quarters since.
Avidian Wealth Enterprises's Schwab US Large-Cap Value ETF position peaked at $1.61M in Q2 2026.
117 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.