EF
SCHV

Evanson Financial’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Evanson Financial’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 		$340K Buy
+9,771
New +$322K 0.02% 244

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MG
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Mariner
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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

Evanson Financial's SCHV Position: Q2 2026 in Review

Evanson Financial opened a new position in Schwab US Large-Cap Value ETF (SCHV) in Q2 2026: 9,771 shares worth $340K. The stake represents 0.02% of the portfolio and ranks #244 among its holdings.

991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Evanson Financial held 9,771 shares of Schwab US Large-Cap Value ETF worth $340K as of Q2 2026.
  • Schwab US Large-Cap Value ETF was a new Evanson Financial position in Q2 2026.
  • Schwab US Large-Cap Value ETF made up 0.02% of Evanson Financial's portfolio in Q2 2026, its #244 holding.
  • 991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Evanson Financial's 13F filing for Q2 2026, filed 7 Jul 2026.