CA
SCHV

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

CoreCap 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 		$197K Sell
5,674
-1,997
-26% -$65.8K 0.01% 867
2026
Q1 		$234K Sell
7,671
-609
-7% -$19K 0.01% 755
2025
Q4 		$245K Buy
8,280
+1,323
+19% +$38.7K 0.01% 723
2025
Q3 		$203K Buy
6,957
+2,335
+51% +$66.3K 0.01% 799
2025
Q2 		$128K Sell
4,622
-387
-8% -$10.2K 0.01% 901
2025
Q1 		$133K Buy
5,009
+1,664
+50% +$44.7K 0.01% 798
2024
Q4 		$87.2K Buy
3,345
+102
+3% +$2.75K ﹤0.01% 976
2024
Q3 		$86.9K Buy
+3,243
New +$83.3K ﹤0.01% 976
2024
Q2 		– Sell
-2,019
Closed -$51.1K – 2410
2024
Q1 		$51.1K Sell
2,019
-23,151
-92% -$555K ﹤0.01% 1093
2023
Q4 		$588K Buy
+25,170
New +$550K 0.04% 326
2022
Q4 		$181K Buy
+8,238
New +$178K 0.01% 564
2022
Q3 		– Sell
-612
Closed -$13K – 1795
2022
Q2 		$13K Buy
+612
New +$13.7K ﹤0.01% 1396
2022
Q1 		– Sell
-930
Closed -$23K – 1797
2021
Q4 		$23K Buy
+930
New +$22K ﹤0.01% 1290

Other funds holding SCHV

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
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
HWM
HRC Wealth Management Moscow, Idaho $244M AUM 21.86% 1-Year Est. Return
VC
Veery Capital Wilmington, Delaware $372M AUM 21.43% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

CoreCap Advisors's SCHV Position: Q2 2026 in Review

CoreCap Advisors reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 26% in Q2 2026, selling an estimated $65.8K and leaving 5,674 shares worth $197K. The position accounts for 0.01% of the portfolio, ranked #867.

CoreCap Advisors first reported a position in SCHV in Q4 2021 and has held it in 13 quarters since. The position peaked at $588K in Q4 2023. 194 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • CoreCap Advisors held 5,674 shares of Schwab US Large-Cap Value ETF worth $197K as of Q2 2026.
  • CoreCap Advisors sold 1,997 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $65.8K.
  • Schwab US Large-Cap Value ETF made up 0.01% of CoreCap Advisors's portfolio in Q2 2026, its #867 holding.
  • CoreCap Advisors first reported a position in Schwab US Large-Cap Value ETF in Q4 2021 and has held it in 13 quarters since.
  • CoreCap Advisors's Schwab US Large-Cap Value ETF position peaked at $588K in Q4 2023.
  • 194 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.