Summit Investment Advisors, Inc.\KS’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Summit Investment Advisors, Inc.\KS’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 Q3	$1.45M	Sell	43,502 -4,657	-10%	-$160K	0.65%	27
2026 Q2	$1.68M	Buy	48,159 +15,802	+49%	+$521K	0.77%	26
2026 Q1	$987K	Buy	32,357 +4,929	+18%	+$154K	0.5%	34
2025 Q4	$812K	Buy	+27,428	New	+$802K	0.44%	37

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Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Moneta Group Investment Advisors St Louis, Missouri $16.1B AUM 16.18% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Summit Investment Advisors, Inc.\KS's SCHV Position: Q3 2026 in Review

Summit Investment Advisors, Inc.\KS reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 9.7% in Q3 2026, selling an estimated $160K and leaving 43,502 shares worth $1.45M. The position accounts for 0.65% of the portfolio, ranked #27.

Summit Investment Advisors, Inc.\KS first reported a position in SCHV in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.68M in Q2 2026. 905 funds tracked by Wall St. Rank hold SCHV as of Q3 2026.

Summit Investment Advisors, Inc.\KS held 43,502 shares of Schwab US Large-Cap Value ETF worth $1.45M as of Q3 2026.
Summit Investment Advisors, Inc.\KS sold 4,657 Schwab US Large-Cap Value ETF shares in Q3 2026, an estimated $160K.
Schwab US Large-Cap Value ETF made up 0.65% of Summit Investment Advisors, Inc.\KS's portfolio in Q3 2026, its #27 holding.
Summit Investment Advisors, Inc.\KS first reported a position in Schwab US Large-Cap Value ETF in Q4 2025 and has held it in 4 quarters since.
Summit Investment Advisors, Inc.\KS's Schwab US Large-Cap Value ETF position peaked at $1.68M in Q2 2026.
905 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2026.

Based on Summit Investment Advisors, Inc.\KS's 13F filing for Q3 2026, filed 5 Nov 2026.