DAS
SCHV

Diversify Advisory Services’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Diversify Advisory Services’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 		$1.29M Buy
37,729
+27,786
+279% +$915K 0.02% 547
2026
Q1 		$318K Sell
9,943
-25,709
-72% -$801K 0.05% 162
2025
Q4 		$1.1M Buy
35,652
+128
+0.4% +$3.74K 0.03% 378
2025
Q3 		$1.02M Sell
35,524
-19
-0.1% -$540 0.03% 364
2025
Q2 		$1M Buy
35,543
+164
+0.5% +$4.31K 0.04% 327
2025
Q1 		$912K Sell
35,379
-2,509
-7% -$67.3K 0.06% 233
2024
Q4 		$976K Sell
37,888
-75,758
-67% -$2.05M 0.05% 232
2024
Q3 		$1.02M Buy
113,646
+90,006
+381% +$2.31M 0.06% 254
2024
Q2 		$583K Sell
23,640
-6,369
-21% -$157K 0.03% 354
2024
Q1 		$756K Buy
+30,009
New +$719K 0.04% 311

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

Diversify Advisory Services's SCHV Position: Q2 2026 in Review

Diversify Advisory Services increased its Schwab US Large-Cap Value ETF (SCHV) stake by 279% in Q2 2026, buying an estimated $915K and bringing the position to 37,729 shares worth $1.29M. The position accounts for 0.02% of the portfolio, ranked #547.

Diversify Advisory Services first reported a position in SCHV in Q1 2024 and has held it in 10 quarters since. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Diversify Advisory Services held 37,729 shares of Schwab US Large-Cap Value ETF worth $1.29M as of Q2 2026.
  • Diversify Advisory Services bought 27,786 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $915K.
  • Schwab US Large-Cap Value ETF made up 0.02% of Diversify Advisory Services's portfolio in Q2 2026, its #547 holding.
  • Diversify Advisory Services first reported a position in Schwab US Large-Cap Value ETF in Q1 2024 and has held it in 10 quarters since.
  • 991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

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