Cambridge Investment Research Advisors
SCHV

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

Cambridge Investment Research 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 		$17.1M Sell
491,304
-20,000
-4% -$659K 0.04% 461
2026
Q1 		$15.6M Sell
511,304
-260,735
-34% -$8.12M 0.04% 451
2025
Q4 		$22.9M Buy
772,039
+100,881
+15% +$2.95M 0.06% 321
2025
Q3 		$19.5M Sell
671,158
-22,460
-3% -$638K 0.05% 348
2025
Q2 		$19.2M Buy
693,618
+107,088
+18% +$2.81M 0.06% 325
2025
Q1 		$15.6M Buy
586,530
+107,908
+23% +$2.9M 0.05% 366
2024
Q4 		$12.5M Buy
478,622
+65,804
+16% +$1.78M 0.04% 419
2024
Q3 		$11.1M Buy
412,818
+40,812
+11% +$1.05M 0.04% 462
2024
Q2 		$9.19M Sell
372,006
-44,796
-11% -$1.11M 0.03% 501
2024
Q1 		$10.6M Buy
416,802
+68,595
+20% +$1.64M 0.04% 443
2023
Q4 		$8.14M Sell
348,207
-87,381
-20% -$1.91M 0.03% 486
2023
Q3 		$9.36M Sell
435,588
-95,562
-18% -$2.15M 0.04% 401
2023
Q2 		$11.9M Buy
531,150
+46,107
+10% +$1.01M 0.05% 332
2023
Q1 		$10.6M Buy
485,043
+16,548
+4% +$368K 0.05% 357
2022
Q4 		$10.3M Buy
468,495
+37,443
+9% +$811K 0.05% 353
2022
Q3 		$8.41M Buy
431,052
+2,691
+0.6% +$57.9K 0.05% 378
2022
Q2 		$8.91M Buy
428,361
+141,102
+49% +$3.17M 0.05% 363
2022
Q1 		$6.84M Sell
287,259
-62,166
-18% -$1.47M 0.03% 513
2021
Q4 		$8.53M Sell
349,425
-33,657
-9% -$797K 0.04% 435
2021
Q3 		$8.62M Sell
383,082
-44,925
-10% -$1.04M 0.04% 405
2021
Q2 		$9.75M Buy
428,007
+61,809
+17% +$1.4M 0.05% 375
2021
Q1 		$7.97M Buy
366,198
+582
+0.2% +$12.1K 0.04% 403
2020
Q4 		$7.25M Buy
365,616
+32,439
+10% +$606K 0.04% 394
2020
Q3 		$5.8M Sell
333,177
-195,738
-37% -$3.42M 0.04% 417
2020
Q2 		$8.84M Sell
528,915
-32,085
-6% -$524K 0.07% 281
2020
Q1 		$8.28M Sell
561,000
-251,421
-31% -$4.61M 0.08% 242
2019
Q4 		$16.3M Buy
812,421
+105,741
+15% +$2.05M 0.13% 172
2019
Q3 		$13.4M Buy
706,680
+111,750
+19% +$2.09M 0.12% 180
2019
Q2 		$11.1M Sell
594,930
-172,797
-23% -$3.19M 0.1% 202
2019
Q1 		$14M Sell
767,727
-57,387
-7% -$1.02M 0.13% 158
2018
Q4 		$13.6M Buy
825,114
+374,811
+83% +$6.63M 0.15% 142
2018
Q3 		$8.42M Buy
450,303
+38,151
+9% +$707K 0.08% 243
2018
Q2 		$7.3M Buy
412,152
+44,739
+12% +$798K 0.08% 251
2018
Q1 		$6.47M Buy
367,413
+138,012
+60% +$2.53M 0.07% 259
2017
Q4 		$4.18M Buy
229,401
+163,974
+251% +$2.92M 0.05% 354
2017
Q3 		$1.13M Buy
65,427
+11,223
+21% +$190K 0.02% 791
2017
Q2 		$907K Sell
54,204
-41,358
-43% -$688K 0.01% 853
2017
Q1 		$1.58M Buy
95,562
+37,407
+64% +$615K 0.03% 533
2016
Q4 		$932K Buy
58,155
+24,153
+71% +$374K 0.02% 714
2016
Q3 		$516K Sell
34,002
-49,653
-59% -$757K 0.01% 1017
2016
Q2 		$1.25M Buy
83,655
+20,898
+33% +$306K 0.03% 514
2016
Q1 		$904K Buy
62,757
+37,659
+150% +$515K 0.02% 610
2015
Q4 		$355K Sell
25,098
-561
-2% -$7.96K 0.01% 1050
2015
Q3 		$341K Buy
25,659
+1,773
+7% +$24.8K 0.01% 967
2015
Q2 		$343K Sell
23,886
-81
-0.3% -$1.19K 0.01% 999
2015
Q1 		$346K Sell
23,967
-78,831
-77% -$1.15M 0.01% 988
2014
Q4 		$1.51M Buy
102,798
+80,025
+351% +$1.15M 0.05% 360
2014
Q3 		$324K Sell
22,773
-15,684
-41% -$225K 0.01% 1054
2014
Q2 		$549K Buy
+38,457
New +$536K 0.02% 706

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
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
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Cambridge Investment Research Advisors's SCHV Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 3.9% in Q2 2026, selling an estimated $659K and leaving 491,304 shares worth $17.1M. The position accounts for 0.04% of the portfolio, ranked #461.

Cambridge Investment Research Advisors first reported a position in SCHV in Q2 2014 and has held it in 49 quarters since. The position peaked at $22.9M in Q4 2025. 987 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Cambridge Investment Research Advisors held 491,304 shares of Schwab US Large-Cap Value ETF worth $17.1M as of Q2 2026.
  • Cambridge Investment Research Advisors sold 20,000 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $659K.
  • Schwab US Large-Cap Value ETF made up 0.04% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #461 holding.
  • Cambridge Investment Research Advisors first reported a position in Schwab US Large-Cap Value ETF in Q2 2014 and has held it in 49 quarters since.
  • Cambridge Investment Research Advisors's Schwab US Large-Cap Value ETF position peaked at $22.9M in Q4 2025.
  • 987 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.