EA
SCHV

Emerald Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Emerald Advisors’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
Q1 		$1.77M Sell
58,110
-8,985
-13% -$280K 0.22% 28
2025
Q4 		$1.99M Sell
67,095
-4
-0% -$117 0.27% 21
2025
Q3 		$1.95M Sell
67,099
-630
-0.9% -$17.9K 0.26% 21
2025
Q2 		$1.87M Buy
67,729
+371
+0.6% +$9.75K 0.24% 19
2025
Q1 		$1.79M Sell
67,358
-517
-0.8% -$13.9K 0.24% 18
2024
Q4 		$1.77M Sell
67,875
-133,662
-66% -$3.61M 0.24% 20
2024
Q3 		$1.83M Buy
201,537
+135,477
+205% +$3.48M 0.27% 18
2024
Q2 		$1.63M Sell
66,060
-2,286
-3% -$56.5K 0.25% 19
2024
Q1 		$1.73M Buy
68,346
+687
+1% +$16.5K 0.31% 18
2023
Q4 		$1.58M Buy
+67,659
New +$1.48M 0.3% 17

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Emerald Advisors's SCHV Position: Q1 2026 in Review

Emerald Advisors reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 13% in Q1 2026, selling an estimated $280K and leaving 58,110 shares worth $1.77M. The position accounts for 0.22% of the portfolio, ranked #28.

Emerald Advisors first reported a position in SCHV in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.99M in Q4 2025. 962 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

  • Emerald Advisors held 58,110 shares of Schwab US Large-Cap Value ETF worth $1.77M as of Q1 2026.
  • Emerald Advisors sold 8,985 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $280K.
  • Schwab US Large-Cap Value ETF made up 0.22% of Emerald Advisors's portfolio in Q1 2026, its #28 holding.
  • Emerald Advisors first reported a position in Schwab US Large-Cap Value ETF in Q4 2023 and has held it in 10 quarters since.
  • Emerald Advisors's Schwab US Large-Cap Value ETF position peaked at $1.99M in Q4 2025.
  • 962 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

Based on Emerald Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.