Evolution Advisers’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Evolution Advisers’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	$219K	Buy	+6,306	New	+$208K	0.08%	49
2026 Q1	–	Sell	-420	Closed	-$12K	–	168
2025 Q4	$12K	Buy	+420	New	+$12.3K	0.01%	131
2022 Q4	–	Sell	-3,693	Closed	-$72K	–	156
2022 Q3	$72K	Buy	+3,693	New	+$79.5K	0.06%	47
2022 Q2	–	Sell	-1,857	Closed	-$44K	–	147
2022 Q1	$44K	Buy	+1,857	New	+$44K	0.03%	65

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

Evolution Advisers's SCHV Position: Q2 2026 in Review

Evolution Advisers opened a new position in Schwab US Large-Cap Value ETF (SCHV) in Q2 2026: 6,306 shares worth $219K. The stake represents 0.08% of the portfolio and ranks #49 among its holdings. This is a return to the name: Evolution Advisers previously reported a position in SCHV as recently as Q4 2025.

Evolution Advisers first reported a position in SCHV in Q1 2022 and has held it in 4 quarters since. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

Evolution Advisers held 6,306 shares of Schwab US Large-Cap Value ETF worth $219K as of Q2 2026.
Schwab US Large-Cap Value ETF was a new Evolution Advisers position in Q2 2026.
Schwab US Large-Cap Value ETF made up 0.08% of Evolution Advisers's portfolio in Q2 2026, its #49 holding.
Evolution Advisers first reported a position in Schwab US Large-Cap Value ETF in Q1 2022 and has held it in 4 quarters since.
991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Evolution Advisers's 13F filing for Q2 2026, filed 31 Jul 2026.