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

Evoke Wealth’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	-88,290	Closed	-$2.69M	–	526
2026 Q1	$2.69M	Hold	88,290	–	–	0.05%	146
2025 Q4	$2.61M	Hold	88,290	–	–	0.05%	146
2025 Q3	$2.57M	Hold	88,290	–	–	0.05%	138
2025 Q2	$2.44M	Hold	88,290	–	–	0.06%	131
2025 Q1	$2.35M	Hold	88,290	–	–	0.06%	122
2024 Q4	$2.3M	Hold	88,290	–	–	0.06%	117
2024 Q3	$2.37M	Hold	88,290	–	–	0.06%	111
2024 Q2	$2.19M	Hold	88,290	–	–	2.58%	5
2024 Q1	$2.24M	Hold	88,290	–	–	0.07%	106
2023 Q4	$2.06M	Buy	+88,290	New	+$1.93M	3.34%	5
2021 Q2	–	Sell	-1,830	Closed	-$40K	–	1227
2021 Q1	$40K	Buy	+1,830	New	+$38.1K	﹤0.01%	478

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

Evoke Wealth's SCHV Position: Q2 2026 in Review

Evoke Wealth sold out of Schwab US Large-Cap Value ETF (SCHV) in Q2 2026, closing a stake of 88,290 shares — an estimated $2.69M sold.

Evoke Wealth first reported a position in SCHV in Q1 2021 and held it in 11 quarters. The position peaked at $2.69M in Q1 2026. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

Evoke Wealth reported no remaining Schwab US Large-Cap Value ETF position as of Q2 2026 after selling out during the quarter.
Evoke Wealth sold 88,290 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $2.69M.
Evoke Wealth first reported a position in Schwab US Large-Cap Value ETF in Q1 2021 and held it in 11 quarters.
Evoke Wealth's Schwab US Large-Cap Value ETF position peaked at $2.69M in Q1 2026.
991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.