Continuum Advisory’s Schwab US Large-Cap Value ETF SCHV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.55M | Buy |
50,675
+1,961
| +4% | +$61.1K | 0.15% | 133 |
|
|
2025
Q4 | $1.44M | Buy |
48,714
+859
| +2% | +$25.1K | 0.14% | 133 |
|
|
2025
Q3 | $1.39M | Buy |
47,855
+4,108
| +9% | +$117K | 0.15% | 135 |
|
|
2025
Q2 | $1.21M | Buy |
43,747
+41,446
| +1,801% | +$1.09M | 0.15% | 142 |
|
|
2025
Q1 | $61.2K | Sell |
2,301
-4,377
| -66% | -$117K | 0.01% | 624 |
|
|
2024
Q4 | $174K | Sell |
6,678
-3,276
| -33% | -$88.4K | 0.02% | 411 |
|
|
2024
Q3 | $90.4K | Sell |
9,954
-1,026
| -9% | -$26.4K | 0.01% | 543 |
|
|
2024
Q2 | $271K | Sell |
10,980
-1,236
| -10% | -$30.5K | 0.04% | 323 |
|
|
2024
Q1 | $304K | Sell |
12,216
-164,310
| -93% | -$3.94M | 0.05% | 303 |
|
|
2023
Q4 | $4.12M | Buy |
176,526
+141
| +0.1% | +$3.08K | 0.59% | 31 |
|
|
2023
Q3 | $3.79M | Sell |
176,385
-6,522
| -4% | -$146K | 0.61% | 30 |
|
|
2023
Q2 | $4.09M | Buy |
182,907
+1,374
| +0.8% | +$30K | 0.65% | 27 |
|
|
2023
Q1 | $3.97M | Sell |
181,533
-8,811
| -5% | -$196K | 0.67% | 26 |
|
|
2022
Q4 | $4.19M | Buy |
190,344
+1,698
| +0.9% | +$36.8K | 0.76% | 22 |
|
|
2022
Q3 | $3.68M | Sell |
188,646
-9,543
| -5% | -$205K | 0.65% | 26 |
|
|
2022
Q2 | $4.12M | Buy |
198,189
+3,060
| +2% | +$68.7K | 0.75% | 22 |
|
|
2022
Q1 | $4.38M | Buy |
195,129
+201
| +0.1% | +$4.76K | 0.83% | 20 |
|
|
2021
Q4 | $4.76M | Buy |
194,928
+20,676
| +12% | +$490K | 1.07% | 20 |
|
|
2021
Q3 | $3.92M | Buy |
+174,252
| New | +$4.03M | 1.05% | 20 |
|
|
2020
Q3 | – | Sell |
-12,867
| Closed | -$215K | – | 157 |
|
|
2020
Q2 | $215K | Sell |
12,867
-2,007
| -13% | -$32.8K | 0.13% | 129 |
|
|
2020
Q1 | $209K | Sell |
14,874
-3,945
| -21% | -$72.3K | 0.14% | 126 |
|
|
2019
Q4 | $377K | Sell |
18,819
-954
| -5% | -$18.5K | 0.22% | 92 |
|
|
2019
Q3 | $368K | Sell |
19,773
-2,763
| -12% | -$51.7K | 0.25% | 85 |
|
|
2019
Q2 | $425K | Sell |
22,536
-1,431
| -6% | -$26.5K | 0.29% | 74 |
|
|
2019
Q1 | $443K | Sell |
23,967
-5,316
| -18% | -$94.4K | 0.33% | 76 |
|
|
2018
Q4 | $481K | Buy |
29,283
+105
| +0.4% | +$1.86K | 0.35% | 74 |
|
|
2018
Q3 | $547K | Buy |
29,178
+273
| +0.9% | +$5.06K | 0.36% | 67 |
|
|
2018
Q2 | $512K | Sell |
28,905
-351
| -1% | -$6.26K | 0.38% | 69 |
|
|
2018
Q1 | $515K | Sell |
29,256
-1,719
| -6% | -$31.5K | 0.43% | 61 |
|
|
2017
Q4 | $564K | Sell |
30,975
-1,140
| -4% | -$20.3K | 0.43% | 56 |
|
|
2017
Q3 | $555K | Sell |
32,115
-1,062
| -3% | -$18K | 0.49% | 50 |
|
|
2017
Q2 | $555K | Buy |
33,177
+498
| +2% | +$8.28K | 0.55% | 47 |
|
|
2017
Q1 | $541K | Buy |
+32,679
| New | +$537K | 0.65% | 43 |
|
Other funds holding SCHV
MG
APP
VIA
MGIA
Continuum Advisory's SCHV Position: Q1 2026 in Review
Continuum Advisory increased its Schwab US Large-Cap Value ETF (SCHV) stake by 4% in Q1 2026, buying an estimated $61.1K and bringing the position to 50,675 shares worth $1.55M. The position accounts for 0.15% of the portfolio, ranked #133.
Continuum Advisory first reported a position in SCHV in Q1 2017 and has held it in 33 quarters since. The position peaked at $4.76M in Q4 2021. 964 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.
- Continuum Advisory held 50,675 shares of Schwab US Large-Cap Value ETF worth $1.55M as of Q1 2026.
- Continuum Advisory bought 1,961 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $61.1K.
- Schwab US Large-Cap Value ETF made up 0.15% of Continuum Advisory's portfolio in Q1 2026, its #133 holding.
- Continuum Advisory first reported a position in Schwab US Large-Cap Value ETF in Q1 2017 and has held it in 33 quarters since.
- Continuum Advisory's Schwab US Large-Cap Value ETF position peaked at $4.76M in Q4 2021.
- 964 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.
Based on Continuum Advisory's 13F filing for Q1 2026, filed 22 Apr 2026.