CIA
SCHV

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
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
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 Investment Advisors's SCHV Position: Q1 2026 in Review

Capital Investment Advisors increased its Schwab US Large-Cap Value ETF (SCHV) stake by 0.2% in Q1 2026, buying an estimated $654 and bringing the position to 10,452 shares worth $319K. 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 6 quarters since. 962 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

  • Capital Investment Advisors held 10,452 shares of Schwab US Large-Cap Value ETF worth $319K as of Q1 2026.
  • Capital Investment Advisors bought 21 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $654.
  • Schwab US Large-Cap Value ETF made up ﹤0.01% of Capital Investment Advisors's portfolio in Q1 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 6 quarters since.
  • 962 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

Based on Capital Investment Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.