DIS
SCHV

Diversified Investment Strategies’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Diversified Investment Strategies’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 		$494K Sell
14,198
-86
-0.6% -$2.83K 0.32% 39
2026
Q1 		$436K Hold
14,284
– – 0.28% 39
2025
Q4 		$423K Hold
14,284
– – 0.28% 37
2025
Q3 		$416K Sell
14,284
-510
-3% -$14.5K 0.27% 40
2025
Q2 		$409K Sell
14,794
-285
-2% -$7.49K 0.28% 40
2025
Q1 		$401K Sell
15,079
-1,295
-8% -$34.8K 0.27% 38
2024
Q4 		$427K Sell
16,374
-345
-2% -$9.31K 0.28% 38
2024
Q3 		$448K Hold
16,719
– – 0.3% 37
2024
Q2 		$413K Buy
16,719
+951
+6% +$23.5K 0.29% 37
2024
Q1 		$399K Sell
15,768
-510
-3% -$12.2K 0.27% 38
2023
Q4 		$380K Sell
16,278
-1,155
-7% -$25.3K 0.28% 37
2023
Q3 		$375K Sell
17,433
-555
-3% -$12.5K 0.28% 34
2023
Q2 		$402K Sell
17,988
-1,065
-6% -$23.3K 0.3% 33
2023
Q1 		$416K Buy
19,053
+2,991
+19% +$66.5K 0.3% 33
2022
Q4 		$353K Buy
16,062
+750
+5% +$16.2K 0.27% 33
2022
Q3 		$299K Sell
15,312
-3,660
-19% -$78.8K 0.25% 32
2022
Q2 		$395K Sell
18,972
-2,118
-10% -$47.5K 0.32% 30
2022
Q1 		$502K Buy
21,090
+2,145
+11% +$50.8K 0.34% 30
2021
Q4 		$462K Buy
18,945
+378
+2% +$8.95K 0.34% 31
2021
Q3 		$418K Sell
18,567
-375
-2% -$8.68K 0.31% 31
2021
Q2 		$432K Sell
18,942
-1,170
-6% -$26.5K 0.32% 28
2021
Q1 		$438K Buy
20,112
+8,445
+72% +$176K 0.34% 29
2020
Q4 		$237K Buy
+11,667
New +$218K 0.19% 37

Other funds holding SCHV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
RRWA
Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return
MAG
Mokosak Advisory Group Urbandale, Iowa $462M AUM 25.98% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Diversified Investment Strategies's SCHV Position: Q2 2026 in Review

Diversified Investment Strategies reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 0.6% in Q2 2026, selling an estimated $2.83K and leaving 14,198 shares worth $494K. The position accounts for 0.32% of the portfolio, ranked #39.

Diversified Investment Strategies first reported a position in SCHV in Q4 2020 and has held it in 23 quarters since. The position peaked at $502K in Q1 2022. 597 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Diversified Investment Strategies held 14,198 shares of Schwab US Large-Cap Value ETF worth $494K as of Q2 2026.
  • Diversified Investment Strategies sold 86 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $2.83K.
  • Schwab US Large-Cap Value ETF made up 0.32% of Diversified Investment Strategies's portfolio in Q2 2026, its #39 holding.
  • Diversified Investment Strategies first reported a position in Schwab US Large-Cap Value ETF in Q4 2020 and has held it in 23 quarters since.
  • Diversified Investment Strategies's Schwab US Large-Cap Value ETF position peaked at $502K in Q1 2022.
  • 597 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Diversified Investment Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.