BFA
SCHV

Beaumont Financial Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Beaumont Financial 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 		$1.09M Buy
31,303
+1
+0% +$33 0.07% 162
2026
Q1 		$955K Hold
31,302
– – 0.07% 168
2025
Q4 		$927K Sell
31,302
-85
-0.3% -$2.48K 0.06% 167
2025
Q3 		$914K Sell
31,387
-75
-0.2% -$2.13K 0.06% 168
2025
Q2 		$871K Sell
31,462
-212
-0.7% -$5.57K 0.06% 166
2025
Q1 		$842K Sell
31,674
-1,869
-6% -$50.2K 0.07% 168
2024
Q4 		$874K Sell
33,543
-162
-0.5% -$4.37K 0.07% 162
2024
Q3 		$903K Sell
33,705
-4,899
-13% -$126K 0.07% 153
2024
Q2 		$953K Sell
38,604
-1,497
-4% -$37K 0.08% 150
2024
Q1 		$1.02M Sell
40,101
-6,120
-13% -$147K 0.08% 147
2023
Q4 		$1.08M Sell
46,221
-20,538
-31% -$449K 0.1% 132
2023
Q3 		$1.43M Sell
66,759
-4,074
-6% -$91.5K 0.14% 101
2023
Q2 		$1.58M Sell
70,833
-13,590
-16% -$297K 0.15% 103
2023
Q1 		$1.85M Sell
84,423
-4,689
-5% -$104K 0.19% 81
2022
Q4 		$1.96M Sell
89,112
-1,401
-2% -$30.3K 0.2% 75
2022
Q3 		$1.76M Buy
+90,513
New +$1.95M 0.17% 84

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
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

Beaumont Financial Advisors's SCHV Position: Q2 2026 in Review

Beaumont Financial Advisors increased its Schwab US Large-Cap Value ETF (SCHV) stake by 0% in Q2 2026, buying an estimated $33 and bringing the position to 31,303 shares worth $1.09M. The position accounts for 0.07% of the portfolio, ranked #162.

Beaumont Financial Advisors first reported a position in SCHV in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.96M in Q4 2022. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Beaumont Financial Advisors held 31,303 shares of Schwab US Large-Cap Value ETF worth $1.09M as of Q2 2026.
  • Beaumont Financial Advisors bought 1 Schwab US Large-Cap Value ETF share in Q2 2026, an estimated $33.
  • Schwab US Large-Cap Value ETF made up 0.07% of Beaumont Financial Advisors's portfolio in Q2 2026, its #162 holding.
  • Beaumont Financial Advisors first reported a position in Schwab US Large-Cap Value ETF in Q3 2022 and has held it in 16 quarters since.
  • Beaumont Financial Advisors's Schwab US Large-Cap Value ETF position peaked at $1.96M in Q4 2022.
  • 991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Beaumont Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.