CFO
SCHV

CVA Family Office’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

CVA Family Office’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 		$38.9K Buy
1,117
+3
+0.3% +$99 ﹤0.01% 649
2026
Q1 		$34K Sell
1,114
-300
-21% -$9.35K ﹤0.01% 678
2025
Q4 		$41.9K Buy
1,414
+5
+0.4% +$146 ﹤0.01% 578
2025
Q3 		$41K Buy
1,409
+5
+0.4% +$142 0.01% 580
2025
Q2 		$38.9K Buy
1,404
+5
+0.4% +$131 0.01% 580
2025
Q1 		$37.2K Buy
1,399
+5
+0.4% +$134 0.01% 570
2024
Q4 		$36.3K Buy
1,394
+5
+0.4% +$135 0.01% 577
2024
Q3 		$37.2K Buy
1,389
+12
+0.9% +$308 0.01% 557
2024
Q2 		$34K Hold
1,377
– – 0.01% 560
2024
Q1 		$34.9K Buy
1,377
+3
+0.2% +$72 0.01% 547
2023
Q4 		$32.1K Buy
+1,374
New +$30K 0.01% 547
2023
Q3 		– Sell
-1,362
Closed -$30.4K – 811
2023
Q2 		$30.4K Buy
1,362
+6
+0.4% +$131 0.01% 546
2023
Q1 		$29.6K Buy
1,356
+6
+0.4% +$133 0.01% 526
2022
Q4 		$29.7K Buy
1,350
+6
+0.4% +$130 0.01% 498
2022
Q3 		$26K Buy
1,344
+6
+0.4% +$129 0.01% 484
2022
Q2 		$28K Buy
1,338
+6
+0.5% +$135 0.01% 474
2022
Q1 		$32K Buy
1,332
+3
+0.2% +$71 0.01% 483
2021
Q4 		$32K Sell
1,329
-159
-11% -$3.77K 0.01% 441
2021
Q3 		$26K Sell
1,488
-12
-0.8% -$278 0.02% 241
2021
Q2 		$34K Buy
1,500
+3
+0.2% +$68 0.01% 422
2021
Q1 		$33K Buy
1,497
+6
+0.4% +$125 0.01% 326
2020
Q4 		$30K Buy
1,491
+3
+0.2% +$56 0.02% 240
2020
Q3 		$26K Buy
1,488
+81
+6% +$1.42K 0.02% 241
2020
Q2 		$24K Buy
1,407
+75
+6% +$1.23K 0.02% 207
2020
Q1 		$20K Buy
+1,332
New +$24.4K 0.02% 199

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

CVA Family Office's SCHV Position: Q2 2026 in Review

CVA Family Office increased its Schwab US Large-Cap Value ETF (SCHV) stake by 0.27% in Q2 2026, buying an estimated $99 and bringing the position to 1,117 shares worth $38.9K. The position accounts for ﹤0.01% of the portfolio, ranked #649.

CVA Family Office first reported a position in SCHV in Q1 2020 and has held it in 25 quarters since. The position peaked at $41.9K in Q4 2025. 988 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • CVA Family Office held 1,117 shares of Schwab US Large-Cap Value ETF worth $38.9K as of Q2 2026.
  • CVA Family Office bought 3 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $99.
  • Schwab US Large-Cap Value ETF made up ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #649 holding.
  • CVA Family Office first reported a position in Schwab US Large-Cap Value ETF in Q1 2020 and has held it in 25 quarters since.
  • CVA Family Office's Schwab US Large-Cap Value ETF position peaked at $41.9K in Q4 2025.
  • 988 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.