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 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

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

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

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

Avidian Wealth Enterprises's SCHV Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its Schwab US Large-Cap Value ETF (SCHV) stake by 0.25% in Q2 2026, buying an estimated $3.75K and bringing the position to 46,200 shares worth $1.61M. The position accounts for 0.04% of the portfolio, ranked #248.

Avidian Wealth Enterprises first reported a position in SCHV in Q2 2024 and has held it in 9 quarters since. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

Avidian Wealth Enterprises held 46,200 shares of Schwab US Large-Cap Value ETF worth $1.61M as of Q2 2026.
Avidian Wealth Enterprises bought 114 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $3.75K.
Schwab US Large-Cap Value ETF made up 0.04% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #248 holding.
Avidian Wealth Enterprises first reported a position in Schwab US Large-Cap Value ETF in Q2 2024 and has held it in 9 quarters since.
991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.