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

BlueSky Wealth 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	$7.63M	Buy	219,227 +12,903	+6%	+$425K	0.88%	29
2026 Q1	$6.29M	Buy	+206,324	New	+$6.43M	0.81%	29
2020 Q1	–	Sell	-236,874	Closed	-$4.76M	–	60
2019 Q4	$4.76M	Sell	236,874 -432	-0.2%	-$8.37K	1.55%	17
2019 Q3	$4.36M	Buy	237,306 +28,143	+13%	+$527K	1.5%	17
2019 Q2	$3.91M	Sell	209,163 -17,037	-8%	-$315K	1.39%	19
2019 Q1	$4.18M	Buy	226,200 +786	+0.3%	+$13.9K	1.51%	20
2018 Q4	$3.9M	Buy	225,414 +107,124	+91%	+$1.9M	1.52%	20
2018 Q3	$2.21M	Buy	118,290 +321	+0.3%	+$5.95K	0.84%	24
2018 Q2	$2.09M	Buy	117,969 +34,992	+42%	+$624K	0.8%	24
2018 Q1	$1.46M	Buy	82,977 +5,487	+7%	+$101K	0.56%	25
2017 Q4	$1.41M	Buy	77,490 +834	+1%	+$14.8K	0.58%	25
2017 Q3	$1.32M	Buy	76,656 +2,301	+3%	+$39K	0.57%	26
2017 Q2	$1.24M	Sell	74,355 -270	-0.4%	-$4.49K	0.58%	26
2017 Q1	$1.24M	Sell	74,625 -1,410	-2%	-$23.2K	0.59%	26
2016 Q4	$1.22M	Buy	+76,035	New	+$1.18M	0.6%	26

Other funds holding SCHV

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

RRWA

Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

CFG

Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return

SWRP

Summit Wealth & Retirement Planning San Ramon, California $472M AUM 25.49% 1-Year Est. Return

FMP

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

BlueSky Wealth Advisors's SCHV Position: Q2 2026 in Review

BlueSky Wealth Advisors increased its Schwab US Large-Cap Value ETF (SCHV) stake by 6.3% in Q2 2026, buying an estimated $425K and bringing the position to 219,227 shares worth $7.63M. The position accounts for 0.88% of the portfolio, ranked #29.

BlueSky Wealth Advisors first reported a position in SCHV in Q4 2016 and has held it in 15 quarters since. 506 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

BlueSky Wealth Advisors held 219,227 shares of Schwab US Large-Cap Value ETF worth $7.63M as of Q2 2026.
BlueSky Wealth Advisors bought 12,903 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $425K.
Schwab US Large-Cap Value ETF made up 0.88% of BlueSky Wealth Advisors's portfolio in Q2 2026, its #29 holding.
BlueSky Wealth Advisors first reported a position in Schwab US Large-Cap Value ETF in Q4 2016 and has held it in 15 quarters since.
506 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on BlueSky Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.