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

Bell 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	$247K	Sell	7,096 -1,514	-18%	-$49.9K	0.04%	126
2026 Q1	$263K	Buy	8,610 +2,121	+33%	+$66.1K	0.04%	111
2025 Q4	$192K	Hold	6,489	–	–	0.03%	127
2025 Q3	$189K	Sell	6,489 -5,877	-48%	-$167K	0.03%	122
2025 Q2	$342K	Hold	12,366	–	–	0.06%	91
2025 Q1	$329K	Hold	12,366	–	–	0.06%	82
2024 Q4	$322K	Hold	12,366	–	–	0.06%	84
2024 Q3	$331K	Hold	12,366	–	–	0.06%	81
2024 Q2	$305K	Buy	12,366 +12,339	+45,700%	+$305K	0.06%	84
2024 Q1	$684	Hold	27	–	–	﹤0.01%	1715
2023 Q4	$631	Hold	27	–	–	﹤0.01%	1736
2023 Q3	$581	Hold	27	–	–	﹤0.01%	1732
2023 Q2	$604	Hold	27	–	–	﹤0.01%	1752
2023 Q1	$591	Hold	27	–	–	﹤0.01%	1752
2022 Q4	$594	Hold	27	–	–	﹤0.01%	1731
2022 Q3	$1K	Hold	27	–	–	﹤0.01%	1561
2022 Q2	$1K	Buy	+27	New	+$606	﹤0.01%	1583
2021 Q4	$1K	Hold	27	–	–	﹤0.01%	1589
2021 Q3	$1K	Buy	+27	New	+$625	﹤0.01%	1547

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

Bell Investment Advisors's SCHV Position: Q2 2026 in Review

Bell Investment Advisors reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 18% in Q2 2026, selling an estimated $49.9K and leaving 7,096 shares worth $247K. The position accounts for 0.04% of the portfolio, ranked #126.

Bell Investment Advisors first reported a position in SCHV in Q3 2021 and has held it in 19 quarters since. The position peaked at $342K in Q2 2025. 993 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

Bell Investment Advisors held 7,096 shares of Schwab US Large-Cap Value ETF worth $247K as of Q2 2026.
Bell Investment Advisors sold 1,514 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $49.9K.
Schwab US Large-Cap Value ETF made up 0.04% of Bell Investment Advisors's portfolio in Q2 2026, its #126 holding.
Bell Investment Advisors first reported a position in Schwab US Large-Cap Value ETF in Q3 2021 and has held it in 19 quarters since.
Bell Investment Advisors's Schwab US Large-Cap Value ETF position peaked at $342K in Q2 2025.
993 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.