FAN
SCHV

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

Financial Advisors Network’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
Q1 		$32.3M Buy
1,059,847
+20,855
+2% +$650K 4.46% 5
2025
Q4 		$30.8M Buy
1,038,992
+55,189
+6% +$1.61M 4.22% 6
2025
Q3 		$28.6M Buy
983,803
+68,249
+7% +$1.94M 4.06% 7
2025
Q2 		$25.3M Buy
915,554
+46,399
+5% +$1.22M 3.83% 7
2025
Q1 		$23.1M Buy
869,155
+29,639
+4% +$795K 3.83% 7
2024
Q4 		$21.9M Buy
+839,516
New +$22.7M 3.64% 7
2023
Q4 		$17.6M Buy
755,046
+52,878
+8% +$1.16M 3.55% 6
2023
Q3 		$15.1M Buy
+702,168
New +$15.8M 3.39% 8
2022
Q4 		$12.9M Sell
584,616
-2,739
-0.5% -$59.3K 3.41% 6
2022
Q3 		$11.5M Buy
587,355
+12,426
+2% +$268K 3.39% 5
2022
Q2 		$12M Sell
574,929
-7,299
-1% -$164K 3.34% 5
2022
Q1 		$13.9M Buy
582,228
+33,183
+6% +$786K 3.41% 7
2021
Q4 		$13.4M Buy
549,045
+48,384
+10% +$1.15M 3.01% 8
2021
Q3 		$12.1M Buy
500,661
+81,042
+19% +$1.87M 2.78% 8
2021
Q2 		$9.56M Buy
419,619
+69,990
+20% +$1.59M 2.82% 9
2021
Q1 		$7.61M Buy
349,629
+15,102
+5% +$315K 2.46% 9
2020
Q4 		$6.64M Buy
334,527
+62,016
+23% +$1.16M 2.28% 10
2020
Q3 		$4.74M Buy
272,511
+19,563
+8% +$342K 1.86% 12
2020
Q2 		$4.22M Sell
252,948
-159,813
-39% -$2.61M 1.72% 13
2020
Q1 		$6.09M Buy
412,761
+134,553
+48% +$2.47M 2.91% 8
2019
Q4 		$5.58M Buy
278,208
+127,611
+85% +$2.47M 2.55% 8
2019
Q3 		$2.85M Buy
150,597
+27,282
+22% +$511K 1.46% 13
2019
Q2 		$2.25M Buy
123,315
+46,362
+60% +$857K 1.21% 14
2019
Q1 		$1.35M Buy
+76,953
New +$1.37M 0.79% 24

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Financial Advisors Network's SCHV Position: Q1 2026 in Review

Financial Advisors Network increased its Schwab US Large-Cap Value ETF (SCHV) stake by 2% in Q1 2026, buying an estimated $650K and bringing the position to 1,059,847 shares worth $32.3M. The position accounts for 4.46% of the portfolio, ranked #5.

Financial Advisors Network first reported a position in SCHV in Q1 2019 and has held it in 24 quarters since. 962 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

  • Financial Advisors Network held 1,059,847 shares of Schwab US Large-Cap Value ETF worth $32.3M as of Q1 2026.
  • Financial Advisors Network bought 20,855 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $650K.
  • Schwab US Large-Cap Value ETF made up 4.46% of Financial Advisors Network's portfolio in Q1 2026, its #5 holding.
  • Financial Advisors Network first reported a position in Schwab US Large-Cap Value ETF in Q1 2019 and has held it in 24 quarters since.
  • 962 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

Based on Financial Advisors Network's 13F filing for Q1 2026, filed 15 May 2026.