Forvis Mazars Wealth Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Forvis Mazars Wealth 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	$259K	Buy	+7,434	New	+$245K	﹤0.01%	392
2025 Q2	–	Sell	-7,857	Closed	-$209K	–	406
2025 Q1	$209K	Buy	+7,857	New	+$211K	0.01%	380
2024 Q4	–	Sell	-15,930	Closed	-$427K	–	428
2024 Q3	$427K	Sell	15,930 -17,955	-53%	-$461K	0.01%	337
2024 Q2	$837K	Hold	33,885	–	–	0.02%	225
2024 Q1	$858K	Hold	33,885	–	–	0.02%	229
2023 Q4	$792K	Sell	33,885 -750	-2%	-$16.4K	0.02%	227
2023 Q3	$744K	Buy	34,635 +20,721	+149%	+$465K	0.02%	226
2023 Q2	$311K	Buy	+13,914	New	+$304K	0.01%	356
2023 Q1	–	Sell	-12,210	Closed	-$269K	–	414
2022 Q4	$269K	Buy	+12,210	New	+$264K	0.01%	344
2018 Q2	–	Sell	-28,635	Closed	-$504K	–	241
2018 Q1	$504K	Hold	28,635	–	–	0.05%	140
2017 Q4	$522K	Buy	+28,635	New	+$510K	0.05%	146

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

Forvis Mazars Wealth Advisors's SCHV Position: Q2 2026 in Review

Forvis Mazars Wealth Advisors opened a new position in Schwab US Large-Cap Value ETF (SCHV) in Q2 2026: 7,434 shares worth $259K. The stake represents ﹤0.01% of the portfolio and ranks #392 among its holdings. This is a return to the name: Forvis Mazars Wealth Advisors previously reported a position in SCHV as recently as Q1 2025.

Forvis Mazars Wealth Advisors first reported a position in SCHV in Q4 2017 and has held it in 11 quarters since. The position peaked at $858K in Q1 2024. 995 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

Forvis Mazars Wealth Advisors held 7,434 shares of Schwab US Large-Cap Value ETF worth $259K as of Q2 2026.
Schwab US Large-Cap Value ETF was a new Forvis Mazars Wealth Advisors position in Q2 2026.
Schwab US Large-Cap Value ETF made up ﹤0.01% of Forvis Mazars Wealth Advisors's portfolio in Q2 2026, its #392 holding.
Forvis Mazars Wealth Advisors first reported a position in Schwab US Large-Cap Value ETF in Q4 2017 and has held it in 11 quarters since.
Forvis Mazars Wealth Advisors's Schwab US Large-Cap Value ETF position peaked at $858K in Q1 2024.
995 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.