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 Q3	$1.84M	Sell	55,154 -2,135	-4%	-$73.4K	0.24%	31
2026 Q2	$1.99M	Sell	57,289 -821	-1%	-$27K	0.25%	30
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%	+$9.8K	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

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $641M AUM 11.61% 1-Year Est. Return

HWM

HRC Wealth Management Moscow, Idaho $251M AUM 14.83% 1-Year Est. Return

Veery Capital Wilmington, Delaware $375M AUM 14.26% 1-Year Est. Return

SMBT

Southern Michigan Bank & Trust Coldwater, Michigan $280M AUM

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

Emerald Advisors's SCHV Position: Q3 2026 in Review

Emerald Advisors reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 3.7% in Q3 2026, selling an estimated $73.4K and leaving 55,154 shares worth $1.84M. The position accounts for 0.24% of the portfolio, ranked #31.

Emerald Advisors first reported a position in SCHV in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.99M in Q2 2026. 218 funds tracked by Wall St. Rank hold SCHV as of Q3 2026.

Emerald Advisors held 55,154 shares of Schwab US Large-Cap Value ETF worth $1.84M as of Q3 2026.
Emerald Advisors sold 2,135 Schwab US Large-Cap Value ETF shares in Q3 2026, an estimated $73.4K.
Schwab US Large-Cap Value ETF made up 0.24% of Emerald Advisors's portfolio in Q3 2026, its #31 holding.
Emerald Advisors first reported a position in Schwab US Large-Cap Value ETF in Q4 2023 and has held it in 12 quarters since.
Emerald Advisors's Schwab US Large-Cap Value ETF position peaked at $1.99M in Q2 2026.
218 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2026.

Based on Emerald Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.