ECA
SCHV

Elevation Capital Advisory’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Elevation Capital Advisory’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 		– Sell
-73,208
Closed -$2.23M – 79
2026
Q1 		$2.23M Buy
+73,208
New +$2.28M 0.95% 35

Other funds holding SCHV

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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

Elevation Capital Advisory's SCHV Position: Q2 2026 in Review

Elevation Capital Advisory sold out of Schwab US Large-Cap Value ETF (SCHV) in Q2 2026, closing a stake of 73,208 shares — an estimated $2.23M sold.

Elevation Capital Advisory first reported a position in SCHV in Q1 2026 and held it in 1 quarter. The position peaked at $2.23M in Q1 2026. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Elevation Capital Advisory reported no remaining Schwab US Large-Cap Value ETF position as of Q2 2026 after selling out during the quarter.
  • Elevation Capital Advisory sold 73,208 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $2.23M.
  • Elevation Capital Advisory first reported a position in Schwab US Large-Cap Value ETF in Q1 2026 and held it in 1 quarter.
  • Elevation Capital Advisory's Schwab US Large-Cap Value ETF position peaked at $2.23M in Q1 2026.
  • 991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Elevation Capital Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.