CA
SCHV

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

CWC 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
Q1 		– Sell
-10,543
Closed -$312K – 159
2025
Q4 		$312K Buy
10,543
+866
+9% +$25.3K 0.15% 123
2025
Q3 		$282K Buy
9,677
+1,478
+18% +$42K 0.14% 126
2025
Q2 		$227K Hold
8,199
– – 0.12% 134
2025
Q1 		$218K Hold
8,199
– – 0.12% 130
2024
Q4 		$214K Hold
8,199
– – 0.21% 113
2024
Q3 		$220K Buy
+8,199
New +$211K 0.22% 112

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
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

CWC Advisors's SCHV Position: Q1 2026 in Review

CWC Advisors sold out of Schwab US Large-Cap Value ETF (SCHV) in Q1 2026, closing a stake of 10,543 shares — an estimated $312K sold.

CWC Advisors first reported a position in SCHV in Q3 2024 and held it in 6 quarters. The position peaked at $312K in Q4 2025. 969 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

  • CWC Advisors reported no remaining Schwab US Large-Cap Value ETF position as of Q1 2026 after selling out during the quarter.
  • CWC Advisors sold 10,543 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $312K.
  • CWC Advisors first reported a position in Schwab US Large-Cap Value ETF in Q3 2024 and held it in 6 quarters.
  • CWC Advisors's Schwab US Large-Cap Value ETF position peaked at $312K in Q4 2025.
  • 969 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

Based on CWC Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.