FFA
SCHV

Farther Finance Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Farther Finance 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 		$22.4M Buy
643,155
+74,542
+13% +$2.46M 0.17% 106
2026
Q1 		$17.4M Buy
568,613
+60,733
+12% +$1.89M 0.16% 110
2025
Q4 		$15M Buy
507,880
+108,980
+27% +$3.19M 0.16% 113
2025
Q3 		$11.6M Sell
398,900
-7,646
-2% -$217K 0.18% 98
2025
Q2 		$11.2M Buy
406,546
+27,457
+7% +$722K 0.22% 88
2025
Q1 		$10.1M Buy
379,089
+340,474
+882% +$9.14M 0.26% 78
2024
Q4 		$1.01M Sell
38,615
-3,607
-9% -$97.4K 0.04% 370
2024
Q3 		$1.13M Sell
42,222
-6,432
-13% -$165K 0.04% 315
2024
Q2 		$1.2M Sell
48,654
-2,043
-4% -$50.5K 0.06% 263
2024
Q1 		$1.28M Sell
50,697
-19,503
-28% -$468K 0.08% 213
2023
Q4 		$1.64M Buy
70,200
+21,162
+43% +$463K 0.12% 157
2023
Q3 		$1.05M Sell
49,038
-1,371
-3% -$30.8K 0.17% 117
2023
Q2 		$1.13M Sell
50,409
-8,403
-14% -$183K 0.25% 78
2023
Q1 		$1.29M Sell
58,812
-7,683
-12% -$171K 0.38% 51
2022
Q4 		$1.46M Buy
+66,495
New +$1.44M 0.57% 28

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Envestnet Asset Management
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
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
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

Farther Finance Advisors's SCHV Position: Q2 2026 in Review

Farther Finance Advisors increased its Schwab US Large-Cap Value ETF (SCHV) stake by 13% in Q2 2026, buying an estimated $2.46M and bringing the position to 643,155 shares worth $22.4M. The position accounts for 0.17% of the portfolio, ranked #106.

Farther Finance Advisors first reported a position in SCHV in Q4 2022 and has held it in 15 quarters since. 987 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Farther Finance Advisors held 643,155 shares of Schwab US Large-Cap Value ETF worth $22.4M as of Q2 2026.
  • Farther Finance Advisors bought 74,542 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $2.46M.
  • Schwab US Large-Cap Value ETF made up 0.17% of Farther Finance Advisors's portfolio in Q2 2026, its #106 holding.
  • Farther Finance Advisors first reported a position in Schwab US Large-Cap Value ETF in Q4 2022 and has held it in 15 quarters since.
  • 987 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.