DAS
SCHV

Dynamic Advisor Solutions’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Dynamic Advisor Solutions’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 		$3.1M Buy
89,148
+8,857
+11% +$292K 0.09% 239
2026
Q1 		$2.45M Sell
80,291
-24,618
-23% -$767K 0.08% 263
2025
Q4 		$3.11M Sell
104,909
-5,299
-5% -$155K 0.1% 212
2025
Q3 		$3.21M Buy
110,208
+2,444
+2% +$69.4K 0.09% 229
2025
Q2 		$2.98M Sell
107,764
-53,453
-33% -$1.4M 0.09% 231
2025
Q1 		$4.29M Buy
+161,217
New +$4.33M 0.14% 174
2024
Q4 		– Sell
-135,270
Closed -$3.62M – 798
2024
Q3 		$3.62M Sell
135,270
-3,885
-3% -$99.8K 0.11% 214
2024
Q2 		$3.44M Buy
139,155
+3,798
+3% +$93.8K 0.11% 218
2024
Q1 		$3.43M Sell
135,357
-1,659
-1% -$39.8K 0.12% 215
2023
Q4 		$3.19M Buy
137,016
+8,079
+6% +$177K 0.12% 215
2023
Q3 		$2.77M Buy
128,937
+4,851
+4% +$109K 0.13% 187
2023
Q2 		$2.78M Sell
124,086
-2,343
-2% -$51.2K 0.14% 177
2023
Q1 		$2.76M Buy
126,429
+3,699
+3% +$82.2K 0.16% 164
2022
Q4 		$2.7M Sell
122,730
-9,549
-7% -$207K 0.18% 137
2022
Q3 		$2.58M Buy
132,279
+7,749
+6% +$167K 0.2% 127
2022
Q2 		$2.59M Buy
124,530
+1,968
+2% +$44.2K 0.2% 125
2022
Q1 		$2.92M Sell
122,562
-14,175
-10% -$336K 0.2% 113
2021
Q4 		$3.34M Sell
136,737
-29,781
-18% -$705K 0.24% 102
2021
Q3 		$3.75M Sell
166,518
-7,545
-4% -$175K 0.28% 81
2021
Q2 		$3.97M Sell
174,063
-95,457
-35% -$2.17M 0.31% 76
2021
Q1 		$5.87M Sell
269,520
-6,339
-2% -$132K 0.54% 40
2020
Q4 		$5.47M Buy
275,859
+27,711
+11% +$518K 0.51% 44
2020
Q3 		$4.32M Buy
248,148
+11,676
+5% +$204K 0.49% 43
2020
Q2 		$3.95M Buy
236,472
+120,288
+104% +$1.96M 0.53% 38
2020
Q1 		$1.71M Sell
116,184
-3,630
-3% -$66.5K 0.31% 91
2019
Q4 		$2.4M Buy
119,814
+11,688
+11% +$226K 0.33% 80
2019
Q3 		$2.04M Sell
108,126
-5,049
-4% -$94.5K 0.32% 80
2019
Q2 		$2.12M Sell
113,175
-2,880
-2% -$53.2K 0.34% 77
2019
Q1 		$2.12M Sell
116,055
-9,174
-7% -$163K 0.4% 64
2018
Q4 		$2.18M Buy
125,229
+11,931
+11% +$211K 0.46% 59
2018
Q3 		$2.12M Buy
113,298
+70,422
+164% +$1.31M 0.44% 64
2018
Q2 		$758K Buy
42,876
+8,733
+26% +$156K 0.17% 157
2018
Q1 		$601K Buy
+34,143
New +$626K 0.15% 168

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

Dynamic Advisor Solutions's SCHV Position: Q2 2026 in Review

Dynamic Advisor Solutions increased its Schwab US Large-Cap Value ETF (SCHV) stake by 11% in Q2 2026, buying an estimated $292K and bringing the position to 89,148 shares worth $3.1M. The position accounts for 0.09% of the portfolio, ranked #239.

Dynamic Advisor Solutions first reported a position in SCHV in Q1 2018 and has held it in 33 quarters since. The position peaked at $5.87M in Q1 2021. 992 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Dynamic Advisor Solutions held 89,148 shares of Schwab US Large-Cap Value ETF worth $3.1M as of Q2 2026.
  • Dynamic Advisor Solutions bought 8,857 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $292K.
  • Schwab US Large-Cap Value ETF made up 0.09% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #239 holding.
  • Dynamic Advisor Solutions first reported a position in Schwab US Large-Cap Value ETF in Q1 2018 and has held it in 33 quarters since.
  • Dynamic Advisor Solutions's Schwab US Large-Cap Value ETF position peaked at $5.87M in Q1 2021.
  • 992 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.