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

FSA 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	$229K	Sell	6,638 -129	-2%	-$4.25K	0.1%	234
2026 Q1	$206K	Buy	+6,767	New	+$211K	0.14%	188
2025 Q3	–	Sell	-11,481	Closed	-$318K	–	170
2025 Q2	$318K	Sell	11,481 -470	-4%	-$12.4K	0.26%	113
2025 Q1	$318K	Sell	11,951 -29	-0.2%	-$778	0.25%	120
2024 Q4	$312K	Sell	11,980 -416	-3%	-$11.2K	0.38%	89
2024 Q3	$332K	Buy	12,396 +123	+1%	+$3.16K	0.33%	92
2024 Q2	$303K	Buy	12,273 +216	+2%	+$5.34K	0.32%	96
2024 Q1	$305K	Sell	12,057 -108	-0.9%	-$2.59K	0.33%	87
2023 Q4	$284K	Buy	+12,165	New	+$266K	0.35%	83

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

FSA Advisors's SCHV Position: Q2 2026 in Review

FSA Advisors reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 1.9% in Q2 2026, selling an estimated $4.25K and leaving 6,638 shares worth $229K. The position accounts for 0.1% of the portfolio, ranked #234.

FSA Advisors first reported a position in SCHV in Q4 2023 and has held it in 9 quarters since. The position peaked at $332K in Q3 2024. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

FSA Advisors held 6,638 shares of Schwab US Large-Cap Value ETF worth $229K as of Q2 2026.
FSA Advisors sold 129 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $4.25K.
Schwab US Large-Cap Value ETF made up 0.1% of FSA Advisors's portfolio in Q2 2026, its #234 holding.
FSA Advisors first reported a position in Schwab US Large-Cap Value ETF in Q4 2023 and has held it in 9 quarters since.
FSA Advisors's Schwab US Large-Cap Value ETF position peaked at $332K in Q3 2024.
991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on FSA Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.