FPAS
SCHV

Focus Partners Advisor Solutions’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Focus Partners Advisor Solutions’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 		$56.6M Buy
1,627,002
+63,021
+4% +$2.08M 0.48% 37
2026
Q1 		$47.7M Sell
1,563,981
-82,512
-5% -$2.57M 0.48% 32
2025
Q4 		$48.8M Sell
1,646,493
-132,676
-7% -$3.88M 0.6% 29
2025
Q3 		$51.8M Buy
1,779,169
+46,228
+3% +$1.31M 0.59% 31
2025
Q2 		$48M Sell
1,732,941
-195,803
-10% -$5.15M 0.64% 29
2025
Q1 		$51.3M Sell
1,928,744
-47,924
-2% -$1.29M 0.78% 21
2024
Q4 		$51.5M Buy
1,976,668
+1,650,394
+506% +$44.6M 0.87% 21
2024
Q3 		$8.74M Buy
326,274
+16,842
+5% +$433K 0.18% 64
2024
Q2 		$7.64M Sell
309,432
-47,229
-13% -$1.17M 0.2% 61
2024
Q1 		$9.03M Buy
356,661
+303,414
+570% +$7.27M 0.26% 51
2023
Q4 		$1.24M Sell
53,247
-2,925
-5% -$64K 0.06% 144
2023
Q3 		$1.21M Buy
56,172
+39,507
+237% +$887K 0.06% 152
2023
Q2 		$373K Buy
16,665
+2,421
+17% +$52.9K 0.02% 258
2023
Q1 		$311K Buy
+14,244
New +$317K 0.02% 271

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

Focus Partners Advisor Solutions's SCHV Position: Q2 2026 in Review

Focus Partners Advisor Solutions increased its Schwab US Large-Cap Value ETF (SCHV) stake by 4% in Q2 2026, buying an estimated $2.08M and bringing the position to 1,627,002 shares worth $56.6M. The position accounts for 0.48% of the portfolio, ranked #37.

Focus Partners Advisor Solutions first reported a position in SCHV in Q1 2023 and has held it in 14 quarters since. 987 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Focus Partners Advisor Solutions held 1,627,002 shares of Schwab US Large-Cap Value ETF worth $56.6M as of Q2 2026.
  • Focus Partners Advisor Solutions bought 63,021 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $2.08M.
  • Schwab US Large-Cap Value ETF made up 0.48% of Focus Partners Advisor Solutions's portfolio in Q2 2026, its #37 holding.
  • Focus Partners Advisor Solutions first reported a position in Schwab US Large-Cap Value ETF in Q1 2023 and has held it in 14 quarters since.
  • 987 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.