CAWM
SCHV

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

Capital Advisors Wealth Management’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 		$6.69M Buy
192,079
+186
+0.1% +$6.13K 0.79% 30
2026
Q1 		$5.85M Buy
191,893
+9,144
+5% +$285K 0.79% 34
2025
Q4 		$5.41M Buy
182,749
+4,709
+3% +$138K 0.74% 32
2025
Q3 		$5.18M Buy
178,040
+4,320
+2% +$123K 0.74% 34
2025
Q2 		$4.81M Buy
173,720
+24,006
+16% +$631K 0.76% 35
2025
Q1 		$3.98M Buy
149,714
+8,133
+6% +$218K 0.7% 37
2024
Q4 		$3.69M Buy
141,581
+7,853
+6% +$212K 0.66% 37
2024
Q3 		$3.58M Sell
133,728
-615
-0.5% -$15.8K 0.66% 35
2024
Q2 		$3.32M Buy
134,343
+726
+0.5% +$17.9K 0.66% 35
2024
Q1 		$3.38M Sell
133,617
-64,509
-33% -$1.55M 0.7% 34
2023
Q4 		$4.63M Sell
198,126
-67,437
-25% -$1.47M 1.06% 23
2023
Q3 		$5.71M Sell
265,563
-6,963
-3% -$156K 1.49% 19
2023
Q2 		$6.09M Sell
272,526
-4,899
-2% -$107K 1.56% 18
2023
Q1 		$6.06M Sell
277,425
-31,962
-10% -$710K 1.68% 19
2022
Q4 		$6.81M Buy
309,387
+53,094
+21% +$1.15M 2.06% 16
2022
Q3 		$5M Buy
256,293
+55,266
+27% +$1.19M 1.66% 20
2022
Q2 		$4.18M Buy
201,027
+69,252
+53% +$1.55M 1.36% 22
2022
Q1 		$3.14M Buy
131,775
+99,477
+308% +$2.36M 0.96% 30
2021
Q4 		$788K Buy
32,298
+5,388
+20% +$128K 0.24% 57
2021
Q3 		$605K Sell
26,910
-11,178
-29% -$259K 0.21% 58
2021
Q2 		$868K Buy
38,088
+22,005
+137% +$499K 0.32% 45
2021
Q1 		$350K Buy
+16,083
New +$335K 0.15% 65

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

Capital Advisors Wealth Management's SCHV Position: Q2 2026 in Review

Capital Advisors Wealth Management increased its Schwab US Large-Cap Value ETF (SCHV) stake by 0.1% in Q2 2026, buying an estimated $6.13K and bringing the position to 192,079 shares worth $6.69M. The position accounts for 0.79% of the portfolio, ranked #30.

Capital Advisors Wealth Management first reported a position in SCHV in Q1 2021 and has held it in 22 quarters since. The position peaked at $6.81M in Q4 2022. 987 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Capital Advisors Wealth Management held 192,079 shares of Schwab US Large-Cap Value ETF worth $6.69M as of Q2 2026.
  • Capital Advisors Wealth Management bought 186 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $6.13K.
  • Schwab US Large-Cap Value ETF made up 0.79% of Capital Advisors Wealth Management's portfolio in Q2 2026, its #30 holding.
  • Capital Advisors Wealth Management first reported a position in Schwab US Large-Cap Value ETF in Q1 2021 and has held it in 22 quarters since.
  • Capital Advisors Wealth Management's Schwab US Large-Cap Value ETF position peaked at $6.81M in Q4 2022.
  • 987 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

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