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

Cambridge 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
Q3 		$429K Buy
12,868
+467
+4% +$16.1K 0.07% 133
2026
Q2 		$432K Buy
12,401
+7
+0.1% +$231 0.07% 132
2026
Q1 		$378K Buy
12,394
+7
+0.1% +$218 0.07% 135
2025
Q4 		$367K Buy
12,387
+184
+2% +$5.38K 0.07% 136
2025
Q3 		$355K Buy
12,203
+378
+3% +$10.7K 0.07% 138
2025
Q2 		$327K Buy
11,825
+8
+0.1% +$210 0.07% 139
2025
Q1 		$314K Buy
11,817
+8
+0.1% +$215 0.07% 140
2024
Q4 		$308K Buy
11,809
+544
+5% +$14.7K 0.07% 139
2024
Q3 		$302K Buy
11,265
+18
+0.2% +$462 0.07% 144
2024
Q2 		$278K Sell
11,247
-258
-2% -$6.38K 0.06% 147
2024
Q1 		$291K Buy
11,505
+9
+0.1% +$216 0.07% 146
2023
Q4 		$269K Buy
11,496
+555
+5% +$12.1K 0.07% 144
2023
Q3 		$235K Buy
10,941
+12
+0.1% +$269 0.06% 152
2023
Q2 		$244K Buy
+10,929
New +$239K 0.06% 150
2022
Q2 		– Sell
-9,303
Closed -$221K – 190
2022
Q1 		$221K Buy
9,303
+129
+1% +$3.05K 0.05% 169
2021
Q4 		$224K Sell
9,174
-597
-6% -$14.1K 0.05% 173
2021
Q3 		$220K Sell
9,771
-501
-5% -$11.6K 0.05% 168
2021
Q2 		$234K Buy
10,272
+693
+7% +$15.7K 0.06% 158
2021
Q1 		$208K Buy
+9,579
New +$200K 0.05% 160
2020
Q1 		– Sell
-10,557
Closed -$212K – 149
2019
Q4 		$212K Buy
+10,557
New +$205K 0.06% 139
2018
Q1 		– Sell
-10,986
Closed -$200K – 150
2017
Q4 		$200K Buy
+10,986
New +$195K 0.07% 136
2017
Q2 		– Sell
-13,443
Closed -$223K – 137
2017
Q1 		$223K Buy
13,443
+300
+2% +$4.93K 0.09% 121
2016
Q4 		$211K Sell
13,143
-375
-3% -$5.81K 0.09% 122
2016
Q3 		$205K Buy
13,518
+69
+0.5% +$1.05K 0.09% 125
2016
Q2 		$201K Sell
13,449
-525
-4% -$7.68K 0.09% 123
2016
Q1 		$201K Buy
+13,974
New +$191K 0.09% 123

Other funds holding SCHV

SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Avantax Planning Partners
Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Moneta Group Investment Advisors
Moneta Group Investment Advisors St Louis, Missouri $16.1B AUM 16.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Cambridge Advisors's SCHV Position: Q3 2026 in Review

Cambridge Advisors increased its Schwab US Large-Cap Value ETF (SCHV) stake by 3.8% in Q3 2026, buying an estimated $16.1K and bringing the position to 12,868 shares worth $429K. The position accounts for 0.07% of the portfolio, ranked #133.

Cambridge Advisors first reported a position in SCHV in Q1 2016 and has held it in 26 quarters since. The position peaked at $432K in Q2 2026. 905 funds tracked by Wall St. Rank hold SCHV as of Q3 2026.

  • Cambridge Advisors held 12,868 shares of Schwab US Large-Cap Value ETF worth $429K as of Q3 2026.
  • Cambridge Advisors bought 467 Schwab US Large-Cap Value ETF shares in Q3 2026, an estimated $16.1K.
  • Schwab US Large-Cap Value ETF made up 0.07% of Cambridge Advisors's portfolio in Q3 2026, its #133 holding.
  • Cambridge Advisors first reported a position in Schwab US Large-Cap Value ETF in Q1 2016 and has held it in 26 quarters since.
  • Cambridge Advisors's Schwab US Large-Cap Value ETF position peaked at $432K in Q2 2026.
  • 905 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2026.

Based on Cambridge Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.