CAG
SCHV

Csenge Advisory Group’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Csenge Advisory Group’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 		$1.74M Sell
50,120
-1,040
-2% -$34.3K 0.07% 225
2026
Q1 		$1.56M Sell
51,160
-1,489
-3% -$46.4K 0.07% 224
2025
Q4 		$1.56M Sell
52,649
-2,172
-4% -$63.5K 0.07% 223
2025
Q3 		$1.6M Buy
54,821
+1,173
+2% +$33.3K 0.08% 207
2025
Q2 		$1.44M Sell
53,648
-4,473
-8% -$118K 0.08% 206
2025
Q1 		$1.45M Sell
58,121
-599
-1% -$16.1K 0.08% 195
2024
Q4 		$1.53M Sell
58,720
-113,339
-66% -$3.06M 0.08% 194
2024
Q3 		$1.55M Buy
172,059
+116,853
+212% +$3M 0.08% 191
2024
Q2 		$1.36M Buy
55,206
+17,352
+46% +$429K 0.08% 191
2024
Q1 		$959K Buy
37,854
+663
+2% +$15.9K 0.05% 273
2023
Q4 		$869K Buy
37,191
+17,856
+92% +$390K 0.05% 264
2023
Q3 		$415K Buy
19,335
+207
+1% +$4.65K 0.03% 415
2023
Q2 		$428K Buy
19,128
+150
+0.8% +$3.27K 0.03% 410
2023
Q1 		$415K Buy
18,978
+93
+0.5% +$2.07K 0.03% 397
2022
Q4 		$416K Sell
18,885
-12,441
-40% -$269K 0.03% 392
2022
Q3 		$611K Buy
31,326
+2,751
+10% +$59.2K 0.05% 293
2022
Q2 		$595K Buy
28,575
+14,295
+100% +$321K 0.05% 309
2022
Q1 		$340K Sell
14,280
-4,647
-25% -$110K 0.03% 463
2021
Q4 		$434K Buy
18,927
+4,566
+32% +$108K 0.04% 374
2021
Q3 		$327K Sell
14,361
-4,566
-24% -$106K 0.03% 451
2021
Q2 		$434K Buy
18,927
+6,687
+55% +$152K 0.04% 375
2021
Q1 		$271K Sell
12,240
-3,753
-23% -$78.2K 0.03% 411
2020
Q4 		$317K Sell
15,993
-3,792
-19% -$70.9K 0.04% 311
2020
Q3 		$347K Sell
19,785
-4,242
-18% -$74.2K 0.05% 274
2020
Q2 		$401K Sell
24,027
-8,073
-25% -$132K 0.06% 231
2020
Q1 		$474K Buy
32,100
+11,400
+55% +$209K 0.12% 151
2019
Q4 		$415K Buy
20,700
+8,139
+65% +$158K 0.11% 181
2019
Q3 		$237K Buy
12,561
+195
+2% +$3.65K 0.07% 231
2019
Q2 		$231K Sell
12,366
-2,676
-18% -$49.5K 0.08% 168
2019
Q1 		$274K Buy
15,042
+240
+2% +$4.26K 0.09% 154
2018
Q4 		$243K Buy
14,802
+4,665
+46% +$82.5K 0.09% 155
2018
Q3 		$180K Buy
+10,137
New +$188K 0.07% 174

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

Csenge Advisory Group's SCHV Position: Q2 2026 in Review

Csenge Advisory Group reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 2% in Q2 2026, selling an estimated $34.3K and leaving 50,120 shares worth $1.74M. The position accounts for 0.07% of the portfolio, ranked #225.

Csenge Advisory Group first reported a position in SCHV in Q3 2018 and has held it in 32 quarters since. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Csenge Advisory Group held 50,120 shares of Schwab US Large-Cap Value ETF worth $1.74M as of Q2 2026.
  • Csenge Advisory Group sold 1,040 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $34.3K.
  • Schwab US Large-Cap Value ETF made up 0.07% of Csenge Advisory Group's portfolio in Q2 2026, its #225 holding.
  • Csenge Advisory Group first reported a position in Schwab US Large-Cap Value ETF in Q3 2018 and has held it in 32 quarters since.
  • 991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Csenge Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.