CHIAL
SCHV

Copper Harbor Investment Advisors, LLC’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Copper Harbor Investment Advisors, LLC’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 		$2.03M Buy
+58,254
New +$1.92M 0.43% 43

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Copper Harbor Investment Advisors, LLC's SCHV Position: Q2 2026 in Review

Copper Harbor Investment Advisors, LLC opened a new position in Schwab US Large-Cap Value ETF (SCHV) in Q2 2026: 58,254 shares worth $2.03M. The stake represents 0.43% of the portfolio and ranks #43 among its holdings.

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

  • Copper Harbor Investment Advisors, LLC held 58,254 shares of Schwab US Large-Cap Value ETF worth $2.03M as of Q2 2026.
  • Schwab US Large-Cap Value ETF was a new Copper Harbor Investment Advisors, LLC position in Q2 2026.
  • Schwab US Large-Cap Value ETF made up 0.43% of Copper Harbor Investment Advisors, LLC's portfolio in Q2 2026, its #43 holding.
  • 344 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Copper Harbor Investment Advisors, LLC's 13F filing for Q2 2026, filed 23 Jul 2026.