CA
SCHV

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

Crewe 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 		$11.6K Buy
332
+2
+0.6% +$66 ﹤0.01% 730
2026
Q1 		$10.1K Buy
330
+1
+0.3% +$31 ﹤0.01% 647
2025
Q4 		$9.74K Buy
329
+2
+0.6% +$58 ﹤0.01% 637
2025
Q3 		$9.52K Buy
327
+2
+0.6% +$57 ﹤0.01% 642
2025
Q2 		$9K Buy
325
+1
+0.3% +$26 ﹤0.01% 474
2025
Q1 		$8.6K Buy
324
+2
+0.6% +$54 ﹤0.01% 436
2024
Q4 		$8.39K Buy
322
+1
+0.3% +$27 ﹤0.01% 443
2024
Q3 		$8.59K Buy
+321
New +$8.25K ﹤0.01% 516
2024
Q1 		– Sell
-315
Closed -$7.37K – 1000
2023
Q4 		$7.37K Buy
+315
New +$6.89K ﹤0.01% 229

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Envestnet Asset Management
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
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Osaic Holdings
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
SC
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

Crewe Advisors's SCHV Position: Q2 2026 in Review

Crewe Advisors increased its Schwab US Large-Cap Value ETF (SCHV) stake by 0.61% in Q2 2026, buying an estimated $66 and bringing the position to 332 shares worth $11.6K. The position accounts for ﹤0.01% of the portfolio, ranked #730.

Crewe Advisors first reported a position in SCHV in Q4 2023 and has held it in 9 quarters since. 987 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Crewe Advisors held 332 shares of Schwab US Large-Cap Value ETF worth $11.6K as of Q2 2026.
  • Crewe Advisors bought 2 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $66.
  • Schwab US Large-Cap Value ETF made up ﹤0.01% of Crewe Advisors's portfolio in Q2 2026, its #730 holding.
  • Crewe Advisors first reported a position in Schwab US Large-Cap Value ETF in Q4 2023 and has held it in 9 quarters since.
  • 987 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.