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

Capital Investment 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	$364K	Buy	10,466 +14	+0.1%	+$461	﹤0.01%	598
2026 Q1	$319K	Buy	10,452 +21	+0.2%	+$654	﹤0.01%	598
2025 Q4	$309K	Buy	10,431 +393	+4%	+$11.5K	﹤0.01%	596
2025 Q3	$292K	Buy	10,038 +15	+0.1%	+$426	﹤0.01%	595
2025 Q2	$277K	Buy	10,023 +1,830	+22%	+$48.1K	0.01%	593
2025 Q1	$218K	Hold	8,193	–	–	﹤0.01%	613
2024 Q4	$214K	Buy	+8,193	New	+$221K	﹤0.01%	607

Other funds holding SCHV

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

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

Capital Investment Advisors increased its Schwab US Large-Cap Value ETF (SCHV) stake by 0.13% in Q2 2026, buying an estimated $461 and bringing the position to 10,466 shares worth $364K. The position accounts for ﹤0.01% of the portfolio, ranked #598.

Capital Investment Advisors first reported a position in SCHV in Q4 2024 and has held it in 7 quarters since. 995 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

Capital Investment Advisors held 10,466 shares of Schwab US Large-Cap Value ETF worth $364K as of Q2 2026.
Capital Investment Advisors bought 14 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $461.
Schwab US Large-Cap Value ETF made up ﹤0.01% of Capital Investment Advisors's portfolio in Q2 2026, its #598 holding.
Capital Investment Advisors first reported a position in Schwab US Large-Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
995 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Capital Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.