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

EverSource Wealth 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 Q2	$1.99M	Sell	57,179 -9,713	-15%	-$320K	0.07%	220
2026 Q1	$2.04M	Sell	66,892 -6,360	-9%	-$198K	0.06%	219
2025 Q4	$2.17M	Sell	73,252 -7,037	-9%	-$206K	0.08%	182
2025 Q3	$2.34M	Buy	80,289 +80,178	+72,232%	+$2.28M	0.09%	159
2025 Q2	$3.07K	Hold	111	–	–	﹤0.01%	3342
2025 Q1	$2.95K	Hold	111	–	–	﹤0.01%	2739
2024 Q4	$2.89K	Buy	+111	New	+$3K	﹤0.01%	2573
2024 Q3	–	Sell	-234	Closed	-$6.02K	–	3110
2024 Q2	$6.02K	Hold	234	–	–	﹤0.01%	2144
2024 Q1	$5.66K	Sell	234 -327	-58%	-$7.84K	﹤0.01%	1990
2023 Q4	$13.1K	Hold	561	–	–	﹤0.01%	1438
2023 Q3	$12.1K	Buy	561 +261	+87%	+$5.86K	﹤0.01%	1348
2023 Q2	$6.71K	Sell	300 -459	-60%	-$10K	﹤0.01%	1611
2023 Q1	$16.6K	Buy	+759	New	+$16.9K	﹤0.01%	1152

Other funds holding SCHV

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

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

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

EverSource Wealth Advisors's SCHV Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 15% in Q2 2026, selling an estimated $320K and leaving 57,179 shares worth $1.99M. The position accounts for 0.07% of the portfolio, ranked #220.

EverSource Wealth Advisors first reported a position in SCHV in Q1 2023 and has held it in 13 quarters since. The position peaked at $2.34M in Q3 2025. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

EverSource Wealth Advisors held 57,179 shares of Schwab US Large-Cap Value ETF worth $1.99M as of Q2 2026.
EverSource Wealth Advisors sold 9,713 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $320K.
Schwab US Large-Cap Value ETF made up 0.07% of EverSource Wealth Advisors's portfolio in Q2 2026, its #220 holding.
EverSource Wealth Advisors first reported a position in Schwab US Large-Cap Value ETF in Q1 2023 and has held it in 13 quarters since.
EverSource Wealth Advisors's Schwab US Large-Cap Value ETF position peaked at $2.34M in Q3 2025.
991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.