Cedar Mountain Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Cedar Mountain 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	$10.4K	Hold	299	–	–	﹤0.01%	490
2026 Q1	$9.12K	Hold	299	–	–	﹤0.01%	487
2025 Q4	$8.85K	Hold	299	–	–	﹤0.01%	259
2025 Q3	$8.7K	Hold	299	–	–	﹤0.01%	268
2025 Q2	$8.27K	Hold	299	–	–	﹤0.01%	228
2025 Q1	$7.95K	Buy	299 +185	+162%	+$4.96K	﹤0.01%	215
2024 Q4	$2.97K	Hold	114	–	–	﹤0.01%	293
2024 Q3	$3.05K	Hold	114	–	–	﹤0.01%	270
2024 Q2	$2.81K	Hold	114	–	–	﹤0.01%	260
2024 Q1	$2.89K	Hold	114	–	–	﹤0.01%	259
2023 Q4	$2.66K	Hold	114	–	–	﹤0.01%	250
2023 Q3	$2.45K	Sell	114 -9	-7%	-$202	﹤0.01%	244
2023 Q2	$2.75K	Hold	123	–	–	﹤0.01%	235
2023 Q1	$2.69K	Hold	123	–	–	﹤0.01%	231
2022 Q4	$2.71K	Hold	123	–	–	﹤0.01%	237
2022 Q3	$2K	Hold	123	–	–	﹤0.01%	261
2022 Q2	$3K	Hold	123	–	–	﹤0.01%	250
2022 Q1	$3K	Hold	123	–	–	﹤0.01%	262
2021 Q4	$3K	Sell	123 -6	-5%	-$142	﹤0.01%	263
2021 Q3	$3K	Sell	129 -180	-58%	-$4.16K	﹤0.01%	255
2021 Q2	$7K	Hold	309	–	–	﹤0.01%	193
2021 Q1	$7K	Sell	309 -51	-14%	-$1.06K	﹤0.01%	196
2020 Q4	$7K	Hold	360	–	–	﹤0.01%	194
2020 Q3	$6K	Hold	360	–	–	﹤0.01%	182
2020 Q2	$6K	Sell	360 -90	-20%	-$1.47K	﹤0.01%	176
2020 Q1	$7K	Hold	450	–	–	﹤0.01%	145
2019 Q4	$9K	Buy	+450	New	+$8.72K	﹤0.01%	146

Other funds holding SCHV

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

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

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

Cedar Mountain Advisors's SCHV Position: Q2 2026 in Review

Cedar Mountain Advisors held its Schwab US Large-Cap Value ETF (SCHV) position steady in Q2 2026 at 299 shares worth $10.4K. The position accounts for ﹤0.01% of the portfolio, ranked #490.

Cedar Mountain Advisors first reported a position in SCHV in Q4 2019 and has held it in 27 quarters since. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

Cedar Mountain Advisors held 299 shares of Schwab US Large-Cap Value ETF worth $10.4K as of Q2 2026.
Cedar Mountain Advisors left its Schwab US Large-Cap Value ETF share count unchanged in Q2 2026.
Schwab US Large-Cap Value ETF made up ﹤0.01% of Cedar Mountain Advisors's portfolio in Q2 2026, its #490 holding.
Cedar Mountain Advisors first reported a position in Schwab US Large-Cap Value ETF in Q4 2019 and has held it in 27 quarters since.
991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Cedar Mountain Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.