CAP
SCHV

Columbia Advisory Partners’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Columbia Advisory Partners’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 		$256K Sell
7,366
-1,931
-21% -$63.6K 0.14% 86
2026
Q1 		$284K Sell
9,297
-2,122
-19% -$66.1K 0.18% 74
2025
Q4 		$338K Sell
11,419
-343
-3% -$10K 0.23% 62
2025
Q3 		$342K Sell
11,762
-5,777
-33% -$164K 0.24% 59
2025
Q2 		$485K Sell
17,539
-10,744
-38% -$282K 0.37% 43
2025
Q1 		$752K Sell
28,283
-1,014
-3% -$27.2K 0.65% 30
2024
Q4 		$764K Buy
+29,297
New +$791K 0.71% 31
2024
Q3 		– Sell
-19,539
Closed -$482K – 60
2024
Q2 		$482K Sell
19,539
-9,486
-33% -$234K 0.47% 29
2024
Q1 		$735K Buy
29,025
+17,460
+151% +$419K 0.74% 21
2023
Q4 		$270K Buy
11,565
+2,193
+23% +$48K 0.28% 50
2023
Q3 		$201K Sell
9,372
-348
-4% -$7.82K 0.22% 62
2023
Q2 		$217K Hold
9,720
– – 0.23% 52
2023
Q1 		$212K Sell
9,720
-2,811
-22% -$62.5K 0.2% 53
2022
Q4 		$276K Buy
+12,531
New +$271K 0.26% 48

Other funds holding SCHV

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
RRWA
Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
SWRP
Summit Wealth & Retirement Planning San Ramon, California $472M AUM 25.49% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Columbia Advisory Partners's SCHV Position: Q2 2026 in Review

Columbia Advisory Partners reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 21% in Q2 2026, selling an estimated $63.6K and leaving 7,366 shares worth $256K. The position accounts for 0.14% of the portfolio, ranked #86.

Columbia Advisory Partners first reported a position in SCHV in Q4 2022 and has held it in 14 quarters since. The position peaked at $764K in Q4 2024. 426 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Columbia Advisory Partners held 7,366 shares of Schwab US Large-Cap Value ETF worth $256K as of Q2 2026.
  • Columbia Advisory Partners sold 1,931 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $63.6K.
  • Schwab US Large-Cap Value ETF made up 0.14% of Columbia Advisory Partners's portfolio in Q2 2026, its #86 holding.
  • Columbia Advisory Partners first reported a position in Schwab US Large-Cap Value ETF in Q4 2022 and has held it in 14 quarters since.
  • Columbia Advisory Partners's Schwab US Large-Cap Value ETF position peaked at $764K in Q4 2024.
  • 426 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Columbia Advisory Partners's 13F filing for Q2 2026, filed 23 Jul 2026.