CAI
SCHV

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

Capital Advisors Inc’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 		$209K Buy
+6,000
New +$198K ﹤0.01% 354
2025
Q2 		– Sell
-12,069
Closed -$321K – 339
2025
Q1 		$321K Buy
+12,069
New +$324K 0.01% 241
2023
Q1 		– Sell
-17,400
Closed -$383K – 269
2022
Q4 		$383K Buy
+17,400
New +$377K 0.01% 185

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
RRWA
Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 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
NCMW
Northern Capital Management (Washington) Spokane, Washington $235M AUM 26.11% 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

Capital Advisors Inc's SCHV Position: Q2 2026 in Review

Capital Advisors Inc opened a new position in Schwab US Large-Cap Value ETF (SCHV) in Q2 2026: 6,000 shares worth $209K. The stake represents ﹤0.01% of the portfolio and ranks #354 among its holdings. This is a return to the name: Capital Advisors Inc previously reported a position in SCHV as recently as Q1 2025.

Capital Advisors Inc first reported a position in SCHV in Q4 2022 and has held it in 3 quarters since. The position peaked at $383K in Q4 2022. 317 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Capital Advisors Inc held 6,000 shares of Schwab US Large-Cap Value ETF worth $209K as of Q2 2026.
  • Schwab US Large-Cap Value ETF was a new Capital Advisors Inc position in Q2 2026.
  • Schwab US Large-Cap Value ETF made up ﹤0.01% of Capital Advisors Inc's portfolio in Q2 2026, its #354 holding.
  • Capital Advisors Inc first reported a position in Schwab US Large-Cap Value ETF in Q4 2022 and has held it in 3 quarters since.
  • Capital Advisors Inc's Schwab US Large-Cap Value ETF position peaked at $383K in Q4 2022.
  • 317 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Capital Advisors Inc's 13F filing for Q2 2026, filed 23 Jul 2026.