CAWM
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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
Q3 		$6.4M Buy
192,080
+1
+0% +$34 0.72% 34
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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
VC
Veery Capital Wilmington, Delaware $375M AUM 14.26% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
PA
Persium Advisors Atlanta, Georgia $191M AUM 23.01% 1-Year Est. Return
MWP
Meriwether Wealth & Planning Minden, Louisiana $222M AUM 15.77% 1-Year Est. Return
FF
Friday Financial Dubuque, Iowa $506M AUM 14.2% 1-Year Est. Return
JC
JBGlobal.com New York $113M AUM 8.09% 1-Year Est. Return
GCP
Gill Capital Partners Denver, Colorado $366M AUM 12.21% 1-Year Est. Return

Capital Advisors Wealth Management's SCHV Position: Q3 2026 in Review

Capital Advisors Wealth Management increased its Schwab US Large-Cap Value ETF (SCHV) stake by 0% in Q3 2026, buying an estimated $34 and bringing the position to 192,080 shares worth $6.4M. The position accounts for 0.72% of the portfolio, ranked #34.

Capital Advisors Wealth Management first reported a position in SCHV in Q1 2021 and has held it in 23 quarters since. The position peaked at $6.81M in Q4 2022. 77 funds tracked by Wall St. Rank hold SCHV as of Q3 2026.

  • Capital Advisors Wealth Management held 192,080 shares of Schwab US Large-Cap Value ETF worth $6.4M as of Q3 2026.
  • Capital Advisors Wealth Management bought 1 Schwab US Large-Cap Value ETF share in Q3 2026, an estimated $34.
  • Schwab US Large-Cap Value ETF made up 0.72% of Capital Advisors Wealth Management's portfolio in Q3 2026, its #34 holding.
  • Capital Advisors Wealth Management first reported a position in Schwab US Large-Cap Value ETF in Q1 2021 and has held it in 23 quarters since.
  • Capital Advisors Wealth Management's Schwab US Large-Cap Value ETF position peaked at $6.81M in Q4 2022.
  • 77 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.