CIA
SCHV

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

Cascade 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 		$564K Buy
16,190
+616
+4% +$20.3K 0.31% 89
2026
Q1 		$475K Buy
15,574
+650
+4% +$20.3K 0.28% 96
2025
Q4 		$442K Hold
14,924
– – 0.26% 94
2025
Q3 		$434K Hold
14,924
– – 0.26% 95
2025
Q2 		$413K Buy
14,924
+39
+0.3% +$1.02K 0.27% 95
2025
Q1 		$396K Buy
14,885
+80
+0.5% +$2.15K 0.27% 93
2024
Q4 		$386K Buy
14,805
+291
+2% +$7.86K 0.25% 93
2024
Q3 		$389K Buy
14,514
+591
+4% +$15.2K 0.25% 93
2024
Q2 		$344K Buy
13,923
+141
+1% +$3.48K 0.23% 95
2024
Q1 		$349K Buy
+13,782
New +$330K 0.23% 98
2023
Q2 		– Sell
-2,025
Closed -$44.3K – 199
2023
Q1 		$44.3K Buy
+2,025
New +$45K 0.04% 147
2022
Q3 		– Sell
-2,136
Closed -$44.4K – 192
2022
Q2 		$44.4K Buy
2,136
+6
+0.3% +$135 0.03% 154
2022
Q1 		$50.7K Buy
2,130
+300
+16% +$7.1K 0.03% 161
2021
Q4 		$44.7K Hold
1,830
– – 0.03% 172
2021
Q3 		$41.2K Hold
1,830
– – 0.03% 169
2021
Q2 		$41.7K Buy
1,830
+855
+88% +$19.4K 0.03% 171
2021
Q1 		$21.2K Hold
975
– – 0.01% 202
2020
Q4 		$19.3K Hold
975
– – 0.01% 202
2020
Q3 		$17K Hold
975
– – 0.01% 196
2020
Q2 		$16.3K Hold
975
– – 0.02% 190
2020
Q1 		$14.4K Sell
975
-165
-14% -$3.02K 0.02% 188
2019
Q4 		$22.8K Hold
1,140
– – 0.02% 187
2019
Q3 		$21.6K Sell
1,140
-180
-14% -$3.37K 0.02% 188
2019
Q2 		$24.7K Buy
+1,320
New +$24.4K 0.02% 174

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

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

Cascade Investment Advisors increased its Schwab US Large-Cap Value ETF (SCHV) stake by 4% in Q2 2026, buying an estimated $20.3K and bringing the position to 16,190 shares worth $564K. The position accounts for 0.31% of the portfolio, ranked #89.

Cascade Investment Advisors first reported a position in SCHV in Q2 2019 and has held it in 24 quarters since. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Cascade Investment Advisors held 16,190 shares of Schwab US Large-Cap Value ETF worth $564K as of Q2 2026.
  • Cascade Investment Advisors bought 616 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $20.3K.
  • Schwab US Large-Cap Value ETF made up 0.31% of Cascade Investment Advisors's portfolio in Q2 2026, its #89 holding.
  • Cascade Investment Advisors first reported a position in Schwab US Large-Cap Value ETF in Q2 2019 and has held it in 24 quarters since.
  • 991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Cascade Investment Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.