FVWA
SCHV

Foster Victor Wealth Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Foster Victor 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 		$3.93M Sell
114,955
-6,617
-5% -$218K 0.21% 109
2026
Q1 		$3.87M Buy
+121,572
New +$3.79M 0.22% 105
2025
Q1 		– Sell
-10,640
Closed -$286K – 206
2024
Q4 		$286K Sell
10,640
-135,427
-93% -$3.66M 0.02% 160
2024
Q3 		$3.92M Sell
146,067
-10,086
-6% -$259K 0.31% 94
2024
Q2 		$4.02M Sell
156,153
-747
-0.5% -$18.5K 0.34% 93
2024
Q1 		$3.86M Buy
+156,900
New +$3.76M 0.35% 79
2022
Q2 		– Sell
-170,763
Closed -$4.04M – 149
2022
Q1 		$4.04M Buy
170,763
+2,157
+1% +$51.1K 0.55% 62
2021
Q4 		$4.17M Buy
168,606
+159
+0.1% +$3.77K 0.57% 62
2021
Q3 		$3.79M Buy
168,447
+8,532
+5% +$197K 0.61% 57
2021
Q2 		$3.64M Buy
159,915
+11,358
+8% +$258K 0.61% 55
2021
Q1 		$3.29M Buy
+148,557
New +$3.09M 0.61% 49
2020
Q3 		– Sell
-31,128
Closed -$520K – 147
2020
Q2 		$520K Sell
31,128
-939,081
-97% -$15.3M 0.17% 72
2020
Q1 		$15M Sell
970,209
-119,784
-11% -$2.2M 6.59% 3
2019
Q4 		$21.8M Buy
1,089,993
+25,932
+2% +$502K 9.43% 1
2019
Q3 		$19.7M Buy
1,064,061
+104,556
+11% +$1.96M 10.98% 1
2019
Q2 		$18.1M Sell
959,505
-55,050
-5% -$1.02M 13.32% 1
2019
Q1 		$18.5M Sell
1,014,555
-64,779
-6% -$1.15M 14.42% 1
2018
Q4 		$17.7M Buy
+1,079,334
New +$19.1M 16.71% 1

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

Foster Victor Wealth Advisors's SCHV Position: Q2 2026 in Review

Foster Victor Wealth Advisors reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 5.4% in Q2 2026, selling an estimated $218K and leaving 114,955 shares worth $3.93M. The position accounts for 0.21% of the portfolio, ranked #109.

Foster Victor Wealth Advisors first reported a position in SCHV in Q4 2018 and has held it in 18 quarters since. The position peaked at $21.8M in Q4 2019. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Foster Victor Wealth Advisors held 114,955 shares of Schwab US Large-Cap Value ETF worth $3.93M as of Q2 2026.
  • Foster Victor Wealth Advisors sold 6,617 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $218K.
  • Schwab US Large-Cap Value ETF made up 0.21% of Foster Victor Wealth Advisors's portfolio in Q2 2026, its #109 holding.
  • Foster Victor Wealth Advisors first reported a position in Schwab US Large-Cap Value ETF in Q4 2018 and has held it in 18 quarters since.
  • Foster Victor Wealth Advisors's Schwab US Large-Cap Value ETF position peaked at $21.8M in Q4 2019.
  • 991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Foster Victor Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.