CA
SCHV

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
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

Wealth Enhancement Advisory Services
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
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
HWM
HRC Wealth Management Moscow, Idaho $244M AUM 21.86% 1-Year Est. Return
VC
Veery Capital Wilmington, Delaware $372M AUM 21.43% 1-Year Est. Return
NCMW
Northern Capital Management (Washington) Spokane, Washington $198M AUM 24.66% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
SMBT
Southern Michigan Bank & Trust Coldwater, Michigan $281M AUM

Cambridge Advisors's SCHV Position: Q2 2026 in Review

Cambridge Advisors increased its Schwab US Large-Cap Value ETF (SCHV) stake by 0.06% in Q2 2026, buying an estimated $231 and bringing the position to 12,401 shares worth $432K. The position accounts for 0.07% of the portfolio, ranked #132.

Cambridge Advisors first reported a position in SCHV in Q1 2016 and has held it in 25 quarters since. 272 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Cambridge Advisors held 12,401 shares of Schwab US Large-Cap Value ETF worth $432K as of Q2 2026.
  • Cambridge Advisors bought 7 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $231.
  • Schwab US Large-Cap Value ETF made up 0.07% of Cambridge Advisors's portfolio in Q2 2026, its #132 holding.
  • Cambridge Advisors first reported a position in Schwab US Large-Cap Value ETF in Q1 2016 and has held it in 25 quarters since.
  • 272 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Cambridge Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.