CWA
SCHV

Carolina Wealth Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Carolina Wealth 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 		$21K Buy
604
+23
+4% +$758 0.01% 155
2026
Q1 		$17.7K Buy
581
+16
+3% +$498 0.01% 143
2025
Q4 		$16.7K Buy
565
+51
+10% +$1.49K 0.01% 159
2025
Q3 		$15K Buy
514
+22
+4% +$625 0.01% 154
2025
Q2 		$13.6K Buy
492
+28
+6% +$736 0.01% 135
2025
Q1 		$12.3K Buy
464
+30
+7% +$805 0.01% 129
2024
Q4 		$11.3K Buy
434
+41
+10% +$1.11K 0.01% 144
2024
Q3 		$10.5K Hold
393
– – 0.01% 166
2024
Q2 		$9.7K Buy
393
+18
+5% +$445 ﹤0.01% 142
2024
Q1 		$9.5K Sell
375
-207
-36% -$4.96K 0.01% 147
2023
Q4 		$13.6K Sell
582
-6
-1% -$131 0.01% 150
2023
Q3 		$12.6K Buy
588
+27
+5% +$606 0.01% 162
2023
Q2 		$12.5K Hold
561
– – 0.01% 148
2023
Q1 		$12.3K Buy
561
+90
+19% +$2K 0.01% 148
2022
Q4 		$10K Sell
471
-9
-2% -$195 0.01% 146
2022
Q3 		$9K Hold
480
– – 0.01% 148
2022
Q2 		$10K Buy
480
+30
+7% +$673 0.01% 166
2022
Q1 		$11K Hold
450
– – 0.01% 175
2021
Q4 		$11K Sell
450
-9
-2% -$213 0.01% 182
2021
Q3 		$10K Hold
459
– – 0.01% 180
2021
Q2 		$10K Hold
459
– – 0.01% 190
2021
Q1 		$10K Buy
459
+30
+7% +$625 0.01% 206
2020
Q4 		$9K Sell
429
-12
-3% -$224 0.01% 151
2020
Q3 		$8K Hold
441
– – 0.01% 147
2020
Q2 		$7K Hold
441
– – 0.01% 129
2020
Q1 		$7K Sell
441
-540
-55% -$9.9K 0.01% 122
2019
Q4 		$20K Buy
+981
New +$19K 0.02% 101

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

Carolina Wealth Advisors's SCHV Position: Q2 2026 in Review

Carolina Wealth Advisors increased its Schwab US Large-Cap Value ETF (SCHV) stake by 4% in Q2 2026, buying an estimated $758 and bringing the position to 604 shares worth $21K. The position accounts for 0.01% of the portfolio, ranked #155.

Carolina Wealth Advisors first reported a position in SCHV in Q4 2019 and has held it in 27 quarters since. 988 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Carolina Wealth Advisors held 604 shares of Schwab US Large-Cap Value ETF worth $21K as of Q2 2026.
  • Carolina Wealth Advisors bought 23 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $758.
  • Schwab US Large-Cap Value ETF made up 0.01% of Carolina Wealth Advisors's portfolio in Q2 2026, its #155 holding.
  • Carolina Wealth Advisors first reported a position in Schwab US Large-Cap Value ETF in Q4 2019 and has held it in 27 quarters since.
  • 988 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Carolina Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.