Balanced Rock Investment Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Balanced Rock Investment Advisors’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	$205K	Buy	+5,887	New	+$194K	0.13%	100
2025 Q1	–	Sell	-8,273	Closed	-$216K	–	91
2024 Q4	$216K	Sell	8,273 -25	-0.3%	-$675	0.17%	85
2024 Q3	$222K	Hold	8,298	–	–	0.17%	84
2024 Q2	$205K	Sell	8,298 -4,089	-33%	-$101K	0.17%	83
2024 Q1	$314K	Sell	12,387 -9,510	-43%	-$228K	0.27%	67
2023 Q4	$512K	Buy	+21,897	New	+$479K	0.45%	57

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

Balanced Rock Investment Advisors's SCHV Position: Q2 2026 in Review

Balanced Rock Investment Advisors opened a new position in Schwab US Large-Cap Value ETF (SCHV) in Q2 2026: 5,887 shares worth $205K. The stake represents 0.13% of the portfolio and ranks #100 among its holdings. This is a return to the name: Balanced Rock Investment Advisors previously reported a position in SCHV as recently as Q4 2024.

Balanced Rock Investment Advisors first reported a position in SCHV in Q4 2023 and has held it in 6 quarters since. The position peaked at $512K in Q4 2023. 995 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

Balanced Rock Investment Advisors held 5,887 shares of Schwab US Large-Cap Value ETF worth $205K as of Q2 2026.
Schwab US Large-Cap Value ETF was a new Balanced Rock Investment Advisors position in Q2 2026.
Schwab US Large-Cap Value ETF made up 0.13% of Balanced Rock Investment Advisors's portfolio in Q2 2026, its #100 holding.
Balanced Rock Investment Advisors first reported a position in Schwab US Large-Cap Value ETF in Q4 2023 and has held it in 6 quarters since.
Balanced Rock Investment Advisors's Schwab US Large-Cap Value ETF position peaked at $512K in Q4 2023.
995 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Balanced Rock Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.