First Foundation Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

First Foundation 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	$230K	Sell	6,612 -291	-4%	-$9.59K	0.01%	328
2026 Q1	$211K	Hold	6,903	–	–	0.01%	321
2025 Q4	$204K	Hold	6,903	–	–	0.01%	321
2025 Q3	$201K	Buy	+6,903	New	+$196K	0.01%	319
2023 Q2	–	Sell	-9,711	Closed	-$212K	–	440
2023 Q1	$212K	Buy	+9,711	New	+$216K	0.01%	355
2022 Q3	–	Sell	-9,915	Closed	-$206K	–	415
2022 Q2	$206K	Hold	9,915	–	–	0.01%	373
2022 Q1	$236K	Sell	9,915 -633	-6%	-$15K	0.01%	374
2021 Q4	$257K	Buy	10,548 +606	+6%	+$14.4K	0.01%	366
2021 Q3	$224K	Buy	+9,942	New	+$230K	0.01%	400
2020 Q3	–	Sell	-17,013	Closed	-$284K	–	385
2020 Q2	$284K	Sell	17,013 -771	-4%	-$12.6K	0.01%	284
2020 Q1	$262K	Sell	17,784 -795	-4%	-$14.6K	0.02%	292
2019 Q4	$372K	Buy	18,579 +1,260	+7%	+$24.4K	0.02%	272
2019 Q3	$328K	Buy	17,319 +525	+3%	+$9.83K	0.02%	276
2019 Q2	$314K	Hold	16,794	–	–	0.02%	266
2019 Q1	$306K	Sell	16,794 -100,083	-86%	-$1.78M	0.02%	264
2018 Q4	$1.92M	Buy	+116,877	New	+$2.07M	0.12%	111
2018 Q1	–	Sell	-623,985	Closed	-$11.4M	–	348
2017 Q4	$11.4M	Buy	+623,985	New	+$11.1M	0.61%	45
2017 Q2	–	Sell	-12,930	Closed	-$214K	–	331
2017 Q1	$214K	Sell	12,930 -49,998	-79%	-$822K	0.01%	291
2016 Q4	$1.01M	Buy	+62,928	New	+$975K	0.07%	139
2015 Q1	–	Sell	-51,087	Closed	-$751K	–	262
2014 Q4	$751K	Buy	+51,087	New	+$737K	0.07%	116

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

First Foundation Advisors's SCHV Position: Q2 2026 in Review

First Foundation Advisors reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 4.2% in Q2 2026, selling an estimated $9.59K and leaving 6,612 shares worth $230K. The position accounts for 0.01% of the portfolio, ranked #328.

First Foundation Advisors first reported a position in SCHV in Q4 2014 and has held it in 20 quarters since. The position peaked at $11.4M in Q4 2017. 993 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

First Foundation Advisors held 6,612 shares of Schwab US Large-Cap Value ETF worth $230K as of Q2 2026.
First Foundation Advisors sold 291 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $9.59K.
Schwab US Large-Cap Value ETF made up 0.01% of First Foundation Advisors's portfolio in Q2 2026, its #328 holding.
First Foundation Advisors first reported a position in Schwab US Large-Cap Value ETF in Q4 2014 and has held it in 20 quarters since.
First Foundation Advisors's Schwab US Large-Cap Value ETF position peaked at $11.4M in Q4 2017.
993 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on First Foundation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.