AW
SCHV

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

Avion Wealth’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 		$52K Buy
+1,499
New +$49.4K 0.01% 241

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Envestnet Asset Management
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
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Osaic Holdings
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
SC
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

Avion Wealth's SCHV Position: Q2 2026 in Review

Avion Wealth opened a new position in Schwab US Large-Cap Value ETF (SCHV) in Q2 2026: 1,499 shares worth $52K. The stake represents 0.01% of the portfolio and ranks #241 among its holdings.

987 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Avion Wealth held 1,499 shares of Schwab US Large-Cap Value ETF worth $52K as of Q2 2026.
  • Schwab US Large-Cap Value ETF was a new Avion Wealth position in Q2 2026.
  • Schwab US Large-Cap Value ETF made up 0.01% of Avion Wealth's portfolio in Q2 2026, its #241 holding.
  • 987 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.