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

CM 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	$1.05M	Hold	30,066	–	–	0.19%	48
2026 Q1	$917K	Hold	30,066	–	–	0.2%	47
2025 Q4	$890K	Hold	30,066	–	–	0.2%	48
2025 Q3	$875K	Hold	30,066	–	–	0.23%	34
2025 Q2	$832K	Hold	30,066	–	–	0.24%	34
2025 Q1	$799K	Hold	30,066	–	–	0.26%	35
2024 Q4	$784K	Hold	30,066	–	–	0.26%	37
2024 Q3	$805K	Hold	30,066	–	–	0.26%	35
2024 Q2	$747K	Hold	30,066	–	–	0.36%	24
2024 Q1	$741K	Hold	30,066	–	–	0.21%	51
2023 Q4	$703K	Hold	30,066	–	–	0.3%	26
2023 Q3	$655K	Hold	30,066	–	–	0.25%	32
2023 Q2	$694K	Hold	30,066	–	–	0.23%	48
2023 Q1	$650K	Hold	30,066	–	–	0.13%	217
2022 Q4	$662K	Hold	30,066	–	–	0.34%	32
2022 Q3	$586K	Hold	30,066	–	–	0.33%	31
2022 Q2	$626K	Buy	+30,066	New	+$675K	0.38%	30

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

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

CM Wealth Advisors held its Schwab US Large-Cap Value ETF (SCHV) position steady in Q2 2026 at 30,066 shares worth $1.05M. The position accounts for 0.19% of the portfolio, ranked #48.

CM Wealth Advisors first reported a position in SCHV in Q2 2022 and has held it in 17 quarters since. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

CM Wealth Advisors held 30,066 shares of Schwab US Large-Cap Value ETF worth $1.05M as of Q2 2026.
CM Wealth Advisors left its Schwab US Large-Cap Value ETF share count unchanged in Q2 2026.
Schwab US Large-Cap Value ETF made up 0.19% of CM Wealth Advisors's portfolio in Q2 2026, its #48 holding.
CM Wealth Advisors first reported a position in Schwab US Large-Cap Value ETF in Q2 2022 and has held it in 17 quarters since.
991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on CM Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.