Cooper/Haims Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Cooper/Haims 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	$488K	Buy	14,030 +957	+7%	+$31.5K	0.21%	54
2026 Q1	$399K	Sell	13,073 -1,594	-11%	-$49.7K	0.19%	56
2025 Q4	$434K	Buy	14,667 +1,821	+14%	+$53.2K	0.2%	51
2025 Q3	$374K	Buy	12,846 +57	+0.4%	+$1.62K	0.17%	54
2025 Q2	$354K	Buy	12,789 +100	+0.8%	+$2.63K	0.17%	53
2025 Q1	$337K	Buy	12,689 +59	+0.5%	+$1.58K	0.18%	52
2024 Q4	$329K	Buy	+12,630	New	+$341K	0.19%	54

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

Cooper/Haims Advisors's SCHV Position: Q2 2026 in Review

Cooper/Haims Advisors increased its Schwab US Large-Cap Value ETF (SCHV) stake by 7.3% in Q2 2026, buying an estimated $31.5K and bringing the position to 14,030 shares worth $488K. The position accounts for 0.21% of the portfolio, ranked #54.

Cooper/Haims Advisors first reported a position in SCHV in Q4 2024 and has held it in 7 quarters since. 993 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

Cooper/Haims Advisors held 14,030 shares of Schwab US Large-Cap Value ETF worth $488K as of Q2 2026.
Cooper/Haims Advisors bought 957 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $31.5K.
Schwab US Large-Cap Value ETF made up 0.21% of Cooper/Haims Advisors's portfolio in Q2 2026, its #54 holding.
Cooper/Haims Advisors first reported a position in Schwab US Large-Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
993 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Cooper/Haims Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.