CFA
SCHV

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

Cahill 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 		$6.41M Buy
184,223
+987
+0.5% +$32.5K 0.62% 28
2026
Q1 		$5.59M Sell
183,236
-5,810
-3% -$181K 0.6% 29
2025
Q4 		$5.6M Buy
189,046
+3,942
+2% +$115K 0.61% 27
2025
Q3 		$5.39M Buy
185,104
+1,032
+0.6% +$29.3K 0.61% 30
2025
Q2 		$5.09M Buy
184,072
+12,956
+8% +$341K 0.63% 29
2025
Q1 		$4.55M Sell
171,116
-4,542
-3% -$122K 0.62% 28
2024
Q4 		$4.58M Sell
175,658
-2,461
-1% -$66.4K 0.62% 29
2024
Q3 		$4.77M Buy
178,119
+5,553
+3% +$143K 0.65% 29
2024
Q2 		$4.26M Sell
172,566
-879
-0.5% -$21.7K 0.58% 35
2024
Q1 		$4.39M Buy
173,445
+16,074
+10% +$385K 0.6% 33
2023
Q4 		$3.68M Buy
157,371
+11,517
+8% +$252K 0.54% 37
2023
Q3 		$3.13M Buy
145,854
+384
+0.3% +$8.62K 0.52% 40
2023
Q2 		$3.25M Buy
145,470
+7,458
+5% +$163K 0.53% 40
2023
Q1 		$3.02M Sell
138,012
-2,892
-2% -$64.3K 0.54% 42
2022
Q4 		$3.1M Sell
140,904
-23,832
-14% -$516K 0.6% 38
2022
Q3 		$3.21M Buy
164,736
+6,804
+4% +$146K 0.68% 38
2022
Q2 		$3.29M Buy
157,932
+6,219
+4% +$140K 0.7% 35
2022
Q1 		$3.61M Sell
151,713
-45,966
-23% -$1.09M 0.68% 38
2021
Q4 		$4.83M Buy
197,679
+17,781
+10% +$421K 0.93% 26
2021
Q3 		$4.05M Buy
179,898
+4,074
+2% +$94.2K 0.83% 26
2021
Q2 		$4.01M Buy
175,824
+1,593
+0.9% +$36.1K 0.9% 24
2021
Q1 		$3.79M Sell
174,231
-3,462
-2% -$72.1K 0.93% 24
2020
Q4 		$3.53M Buy
177,693
+48,648
+38% +$909K 0.89% 26
2020
Q3 		$2.25M Buy
129,045
+1,224
+1% +$21.4K 0.81% 31
2020
Q2 		$2.14M Sell
127,821
-22,119
-15% -$361K 0.83% 30
2020
Q1 		$2.21M Buy
149,940
+87
+0.1% +$1.59K 1.03% 27
2019
Q4 		$3M Sell
149,853
-672
-0.4% -$13K 1.09% 24
2019
Q3 		$2.85M Buy
150,525
+9,078
+6% +$170K 1.11% 23
2019
Q2 		$2.65M Buy
141,447
+3,306
+2% +$61.1K 1.05% 23
2019
Q1 		$2.52M Buy
138,141
+90,756
+192% +$1.61M 1.05% 23
2018
Q4 		$779K Buy
47,385
+4,905
+12% +$86.8K 0.39% 69
2018
Q3 		$795K Buy
42,480
+828
+2% +$15.3K 0.35% 76
2018
Q2 		$738K Hold
41,652
– – 0.34% 74
2018
Q1 		$734K Buy
41,652
+228
+0.6% +$4.18K 0.35% 78
2017
Q4 		$755K Sell
41,424
-81
-0.2% -$1.44K 0.38% 69
2017
Q3 		$717K Sell
41,505
-10,887
-21% -$184K 0.38% 68
2017
Q2 		$877K Sell
52,392
-1,344
-3% -$22.3K 0.49% 52
2017
Q1 		$890K Buy
53,736
+297
+0.6% +$4.88K 0.51% 48
2016
Q4 		$857K Buy
53,439
+1,710
+3% +$26.5K 0.52% 47
2016
Q3 		$786K Buy
51,729
+918
+2% +$14K 0.51% 46
2016
Q2 		$759K Buy
50,811
+1,461
+3% +$21.4K 0.53% 48
2016
Q1 		$711K Buy
49,350
+2,970
+6% +$40.6K 0.53% 47
2015
Q4 		$657K Buy
46,380
+276
+0.6% +$3.92K 0.54% 48
2015
Q3 		$612K Buy
46,104
+276
+0.6% +$3.86K 0.5% 54
2015
Q2 		$658K Buy
45,828
+264
+0.6% +$3.89K 0.49% 54
2015
Q1 		$658K Buy
45,564
+84
+0.2% +$1.22K 0.5% 53
2014
Q4 		$669K Buy
45,480
+4,071
+10% +$58.7K 0.52% 49
2014
Q3 		$589K Sell
41,409
-5,469
-12% -$78.3K 0.47% 53
2014
Q2 		$670K Buy
46,878
+201
+0.4% +$2.8K 0.52% 44
2014
Q1 		$642K Buy
46,677
+201
+0.4% +$2.69K 0.55% 44
2013
Q4 		$631K Buy
+46,476
New +$607K 0.55% 49

Other funds holding SCHV

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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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

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

Cahill Financial Advisors increased its Schwab US Large-Cap Value ETF (SCHV) stake by 0.54% in Q2 2026, buying an estimated $32.5K and bringing the position to 184,223 shares worth $6.41M. The position accounts for 0.62% of the portfolio, ranked #28.

Cahill Financial Advisors first reported a position in SCHV in Q4 2013 and has held it in 51 quarters since. 784 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Cahill Financial Advisors held 184,223 shares of Schwab US Large-Cap Value ETF worth $6.41M as of Q2 2026.
  • Cahill Financial Advisors bought 987 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $32.5K.
  • Schwab US Large-Cap Value ETF made up 0.62% of Cahill Financial Advisors's portfolio in Q2 2026, its #28 holding.
  • Cahill Financial Advisors first reported a position in Schwab US Large-Cap Value ETF in Q4 2013 and has held it in 51 quarters since.
  • 784 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Cahill Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.