GIA
SCHV

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

GHP Investment 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 		$36.2M Buy
1,038,715
+13,792
+1% +$454K 1.33% 6
2026
Q1 		$31.3M Buy
1,024,923
+18,615
+2% +$580K 1.29% 8
2025
Q4 		$29.8M Buy
1,006,308
+5,244
+0.5% +$153K 1.23% 9
2025
Q3 		$29.1M Buy
1,001,064
+15,534
+2% +$441K 1.22% 7
2025
Q2 		$27.3M Buy
985,530
+12,158
+1% +$320K 1.21% 7
2025
Q1 		$25.9M Buy
973,372
+11,577
+1% +$311K 1.24% 6
2024
Q4 		$25.1M Buy
961,795
+22,594
+2% +$610K 1.17% 5
2024
Q3 		$25.2M Buy
939,201
+16,062
+2% +$413K 1.15% 6
2024
Q2 		$22.8M Buy
923,139
+7,941
+0.9% +$196K 1.14% 7
2024
Q1 		$23.2M Buy
915,198
+20,142
+2% +$483K 1.15% 6
2023
Q4 		$20.9M Buy
895,056
+21,585
+2% +$472K 1.13% 8
2023
Q3 		$18.6M Buy
873,471
+18,225
+2% +$409K 1.13% 7
2023
Q2 		$19.5M Buy
855,246
+33,558
+4% +$733K 1.14% 8
2023
Q1 		$18M Buy
821,688
+51,624
+7% +$1.15M 1.14% 9
2022
Q4 		$16.9M Buy
770,064
+39,588
+5% +$857K 1.15% 9
2022
Q3 		$14.2M Buy
730,476
+14,370
+2% +$309K 1.09% 9
2022
Q2 		$14.9M Buy
716,106
+28,884
+4% +$648K 1.11% 10
2022
Q1 		$16.4M Buy
687,222
+22,308
+3% +$528K 1.08% 15
2021
Q4 		$16.2M Buy
664,914
+13,140
+2% +$311K 1.15% 15
2021
Q3 		$14.7M Sell
651,774
-3,423
-0.5% -$79.2K 1.16% 16
2021
Q2 		$14.9M Buy
655,197
+4,680
+0.7% +$106K 1.2% 15
2021
Q1 		$14.2M Buy
650,517
+2,331
+0.4% +$48.6K 1.23% 13
2020
Q4 		$12.9M Buy
648,186
+3,258
+0.5% +$60.9K 1.22% 14
2020
Q3 		$11.2M Buy
644,928
+15,075
+2% +$264K 1.27% 11
2020
Q2 		$10.5M Buy
629,853
+1,878
+0.3% +$30.7K 1.31% 13
2020
Q1 		$9.27M Sell
627,975
-38,310
-6% -$702K 1.39% 11
2019
Q4 		$13.4M Buy
666,285
+23,823
+4% +$462K 1.43% 11
2019
Q3 		$12.1M Buy
642,462
+9,843
+2% +$184K 1.51% 8
2019
Q2 		$11.8M Buy
632,619
+10,725
+2% +$198K 1.44% 9
2019
Q1 		$11.3M Buy
621,894
+43,080
+7% +$765K 1.46% 9
2018
Q4 		$9.51M Buy
578,814
+37,677
+7% +$667K 1.43% 9
2018
Q3 		$10.1M Buy
541,137
+33,696
+7% +$625K 1.35% 14
2018
Q2 		$8.98M Buy
507,441
+23,319
+5% +$416K 1.26% 16
2018
Q1 		$8.53M Buy
484,122
+18,933
+4% +$347K 1.21% 15
2017
Q4 		$8.48M Buy
465,189
+14,028
+3% +$250K 1.2% 15
2017
Q3 		$7.79M Buy
451,161
+13,257
+3% +$224K 1.18% 15
2017
Q2 		$7.33M Buy
437,904
+35,010
+9% +$582K 1.16% 14
2017
Q1 		$6.67M Buy
402,894
+18,687
+5% +$307K 1.14% 14
2016
Q4 		$6.16M Buy
384,207
+24,525
+7% +$380K 1.15% 13
2016
Q3 		$5.46M Buy
359,682
+14,664
+4% +$224K 1.12% 14
2016
Q2 		$5.15M Buy
345,018
+31,782
+10% +$465K 1.11% 14
2016
Q1 		$4.51M Buy
313,236
+40,803
+15% +$558K 1.02% 15
2015
Q4 		$3.85M Buy
272,433
+67,101
+33% +$953K 0.93% 17
2015
Q3 		$2.73M Buy
205,332
+24,390
+13% +$341K 0.7% 25
2015
Q2 		$2.59M Buy
180,942
+14,226
+9% +$209K 0.64% 32
2015
Q1 		$2.4M Buy
166,716
+24,057
+17% +$350K 0.63% 30
2014
Q4 		$2.1M Buy
142,659
+24,831
+21% +$358K 0.58% 40
2014
Q3 		$1.68M Buy
117,828
+21,609
+22% +$309K 0.49% 45
2014
Q2 		$1.37M Buy
96,219
+15,852
+20% +$221K 0.41% 55
2014
Q1 		$1.1M Buy
80,367
+24,078
+43% +$323K 0.35% 66
2013
Q4 		$764K Buy
56,289
+22,455
+66% +$293K 0.25% 109
2013
Q3 		$421K Buy
33,834
+15,363
+83% +$192K 0.15% 164
2013
Q2 		$223K Buy
+18,471
New +$225K 0.09% 223

Other funds holding SCHV

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
RRWA
Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
SWRP
Summit Wealth & Retirement Planning San Ramon, California $472M AUM 25.49% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

GHP Investment Advisors's SCHV Position: Q2 2026 in Review

GHP Investment Advisors increased its Schwab US Large-Cap Value ETF (SCHV) stake by 1.3% in Q2 2026, buying an estimated $454K and bringing the position to 1,038,715 shares worth $36.2M. The position accounts for 1.33% of the portfolio, ranked #6.

GHP Investment Advisors first reported a position in SCHV in Q2 2013 and has held it in 53 quarters since. 455 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • GHP Investment Advisors held 1,038,715 shares of Schwab US Large-Cap Value ETF worth $36.2M as of Q2 2026.
  • GHP Investment Advisors bought 13,792 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $454K.
  • Schwab US Large-Cap Value ETF made up 1.33% of GHP Investment Advisors's portfolio in Q2 2026, its #6 holding.
  • GHP Investment Advisors first reported a position in Schwab US Large-Cap Value ETF in Q2 2013 and has held it in 53 quarters since.
  • 455 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on GHP Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.