CPA
SCHV

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

Capital Performance 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 		$239K Sell
6,870
-32
-0.5% -$1.05K 0.02% 267
2026
Q1 		$211K Sell
6,902
-541
-7% -$16.9K 0.01% 434
2025
Q4 		$220K Sell
7,443
-17
-0.2% -$497 0.02% 395
2025
Q3 		$217K Buy
+7,460
New +$212K 0.04% 296
2025
Q2 		– Sell
-7,895
Closed -$210K – 311
2025
Q1 		$210K Buy
+7,895
New +$212K 0.05% 234
2024
Q4 		– Sell
-6,858
Closed -$184K – 2212
2024
Q3 		$184K Buy
+6,858
New +$176K 0.06% 117

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

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

Capital Performance Advisors reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 0.46% in Q2 2026, selling an estimated $1.05K and leaving 6,870 shares worth $239K. The position accounts for 0.02% of the portfolio, ranked #267.

Capital Performance Advisors first reported a position in SCHV in Q3 2024 and has held it in 6 quarters since. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Capital Performance Advisors held 6,870 shares of Schwab US Large-Cap Value ETF worth $239K as of Q2 2026.
  • Capital Performance Advisors sold 32 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $1.05K.
  • Schwab US Large-Cap Value ETF made up 0.02% of Capital Performance Advisors's portfolio in Q2 2026, its #267 holding.
  • Capital Performance Advisors first reported a position in Schwab US Large-Cap Value ETF in Q3 2024 and has held it in 6 quarters since.
  • 991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Capital Performance Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.