CAL
SCHV

Capital Analysts LLC’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Capital Analysts LLC’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
Q1 		$564K Buy
18,496
+103
+0.6% +$3.21K 0.01% 428
2025
Q4 		$545K Buy
18,393
+2,483
+16% +$72.6K 0.02% 415
2025
Q3 		$463K Buy
15,910
+814
+5% +$23.1K 0.01% 434
2025
Q2 		$418K Buy
15,096
+419
+3% +$11K 0.01% 413
2025
Q1 		$390K Buy
14,677
+1,231
+9% +$33K 0.01% 411
2024
Q4 		$351K Buy
13,446
+2,904
+28% +$78.4K 0.01% 387
2024
Q3 		$282K Buy
10,542
+3,003
+40% +$77.1K 0.01% 412
2024
Q2 		$186K Buy
7,539
+3,927
+109% +$97K 0.01% 467
2024
Q1 		$91K Buy
3,612
+717
+25% +$17.2K ﹤0.01% 564
2023
Q4 		$68K Buy
2,895
+630
+28% +$13.8K ﹤0.01% 595
2023
Q3 		$49K Sell
2,265
-3
-0.1% -$67 ﹤0.01% 609
2023
Q2 		$51K Sell
2,268
-525
-19% -$11.5K ﹤0.01% 581
2023
Q1 		$61K Sell
2,793
-6,939
-71% -$154K ﹤0.01% 555
2022
Q4 		$214K Hold
9,732
– – 0.01% 391
2022
Q3 		$190K Hold
9,732
– – 0.01% 364
2022
Q2 		$202K Hold
9,732
– – 0.01% 341
2022
Q1 		$232K Hold
9,732
– – 0.01% 327
2021
Q4 		$238K Hold
9,732
– – 0.01% 326
2021
Q3 		$219K Hold
9,732
– – 0.01% 331
2021
Q2 		$222K Hold
9,732
– – 0.01% 328
2021
Q1 		$212K Buy
+9,732
New +$203K 0.01% 329
2018
Q2 		– Sell
-36
Closed -$1K – 594
2018
Q1 		$1K Buy
+36
New +$660 ﹤0.01% 549

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Capital Analysts LLC's SCHV Position: Q1 2026 in Review

Capital Analysts LLC increased its Schwab US Large-Cap Value ETF (SCHV) stake by 0.56% in Q1 2026, buying an estimated $3.21K and bringing the position to 18,496 shares worth $564K. The position accounts for 0.01% of the portfolio, ranked #428.

Capital Analysts LLC first reported a position in SCHV in Q1 2018 and has held it in 22 quarters since. 962 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

  • Capital Analysts LLC held 18,496 shares of Schwab US Large-Cap Value ETF worth $564K as of Q1 2026.
  • Capital Analysts LLC bought 103 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $3.21K.
  • Schwab US Large-Cap Value ETF made up 0.01% of Capital Analysts LLC's portfolio in Q1 2026, its #428 holding.
  • Capital Analysts LLC first reported a position in Schwab US Large-Cap Value ETF in Q1 2018 and has held it in 22 quarters since.
  • 962 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.