CIAS
SCHV

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

Capital Investment Advisory Services’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 		$1.45M Buy
41,722
+3,124
+8% +$103K 0.09% 229
2026
Q1 		$1.18M Buy
38,598
+1,245
+3% +$38.8K 0.09% 235
2025
Q4 		$1.11M Buy
37,353
+5,560
+17% +$163K 0.08% 244
2025
Q3 		$925K Sell
31,793
-408
-1% -$11.6K 0.07% 257
2025
Q2 		$891K Sell
32,201
-2,824
-8% -$74.2K 0.07% 247
2025
Q1 		$931K Buy
35,025
+23,563
+206% +$632K 0.08% 222
2024
Q4 		$299K Buy
11,462
+4,286
+60% +$116K 0.03% 399
2024
Q3 		$192K Buy
7,176
+2,715
+61% +$69.7K 0.02% 507
2024
Q2 		$110K Buy
4,461
+27
+0.6% +$667 0.01% 559
2024
Q1 		$112K Sell
4,434
-603
-12% -$14.5K 0.01% 549
2023
Q4 		$118K Buy
5,037
+4,434
+735% +$97K 0.01% 557
2023
Q3 		$13K Hold
603
– – ﹤0.01% 774
2023
Q2 		$13.5K Hold
603
– – ﹤0.01% 730
2023
Q1 		$13.2K Sell
603
-2,442
-80% -$54.3K ﹤0.01% 715
2022
Q4 		$67K Buy
3,045
+765
+34% +$16.6K 0.01% 590
2022
Q3 		$44K Sell
2,280
-4,197
-65% -$90.4K 0.01% 583
2022
Q2 		$135K Hold
6,477
– – 0.02% 489
2022
Q1 		$154K Buy
6,477
+396
+7% +$9.38K 0.02% 522
2021
Q4 		$148K Sell
6,081
-1,275
-17% -$30.2K 0.02% 513
2021
Q3 		$165K Sell
7,356
-942
-11% -$21.8K 0.02% 468
2021
Q2 		$189K Buy
8,298
+75
+0.9% +$1.7K 0.02% 467
2021
Q1 		$179K Sell
8,223
-1,023
-11% -$21.3K 0.03% 435
2020
Q4 		$183K Sell
9,246
-1,608
-15% -$30.1K 0.03% 420
2020
Q3 		$189K Buy
10,854
+1,224
+13% +$21.4K 0.04% 370
2020
Q2 		$161K Sell
9,630
-49,275
-84% -$805K 0.03% 330
2020
Q1 		$869K Buy
58,905
+225
+0.4% +$4.13K 0.21% 100
2019
Q4 		$1.18M Sell
58,680
-28,698
-33% -$556K 0.31% 68
2019
Q3 		$1.65M Buy
87,378
+510
+0.6% +$9.54K 0.46% 43
2019
Q2 		$1.64M Sell
86,868
-513
-0.6% -$9.48K 0.5% 37
2019
Q1 		$1.59M Buy
87,381
+798
+0.9% +$14.2K 0.59% 30
2018
Q4 		$1.42M Buy
86,583
+6,966
+9% +$123K 0.61% 30
2018
Q3 		$1.49M Sell
79,617
-159
-0.2% -$2.95K 0.7% 34
2018
Q2 		$1.41M Buy
79,776
+321
+0.4% +$5.73K 0.71% 33
2018
Q1 		$1.4M Sell
79,455
-411
-0.5% -$7.53K 0.78% 28
2017
Q4 		$1.46M Sell
79,866
-15,849
-17% -$282K 0.85% 26
2017
Q3 		$1.65M Sell
95,715
-12,510
-12% -$212K 1.02% 23
2017
Q2 		$1.81M Buy
108,225
+22,797
+27% +$379K 1.19% 20
2017
Q1 		$1.42M Sell
85,428
-585
-0.7% -$9.62K 1.04% 22
2016
Q4 		$1.38M Buy
+86,013
New +$1.33M 1.19% 19

Other funds holding SCHV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
RRWA
Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
NCMW
Northern Capital Management (Washington) Spokane, Washington $235M AUM 26.11% 1-Year Est. Return
HWM
HRC Wealth Management Moscow, Idaho $244M AUM 21.86% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return

Capital Investment Advisory Services's SCHV Position: Q2 2026 in Review

Capital Investment Advisory Services increased its Schwab US Large-Cap Value ETF (SCHV) stake by 8.1% in Q2 2026, buying an estimated $103K and bringing the position to 41,722 shares worth $1.45M. The position accounts for 0.09% of the portfolio, ranked #229.

Capital Investment Advisory Services first reported a position in SCHV in Q4 2016 and has held it in 39 quarters since. The position peaked at $1.81M in Q2 2017. 344 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Capital Investment Advisory Services held 41,722 shares of Schwab US Large-Cap Value ETF worth $1.45M as of Q2 2026.
  • Capital Investment Advisory Services bought 3,124 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $103K.
  • Schwab US Large-Cap Value ETF made up 0.09% of Capital Investment Advisory Services's portfolio in Q2 2026, its #229 holding.
  • Capital Investment Advisory Services first reported a position in Schwab US Large-Cap Value ETF in Q4 2016 and has held it in 39 quarters since.
  • Capital Investment Advisory Services's Schwab US Large-Cap Value ETF position peaked at $1.81M in Q2 2017.
  • 344 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.