GCA
SCHV

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

Gradient Capital 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 		$1.31M Sell
37,645
-1,503
-4% -$49.5K 0.3% 64
2026
Q1 		$1.19M Sell
39,148
-3,379
-8% -$105K 0.31% 63
2025
Q4 		$1.26M Sell
42,527
-170
-0.4% -$4.97K 0.32% 61
2025
Q3 		$1.24M Sell
42,697
-460
-1% -$13.1K 0.33% 59
2025
Q2 		$1.19M Sell
43,157
-2,006
-4% -$52.7K 0.35% 56
2025
Q1 		$1.2M Buy
45,163
+648
+1% +$17.4K 0.39% 53
2024
Q4 		$1.16M Sell
44,515
-1,631
-4% -$44K 0.37% 54
2024
Q3 		$1.24M Sell
46,146
-585
-1% -$15K 0.41% 53
2024
Q2 		$1.15M Sell
46,731
-1,674
-3% -$41.4K 0.41% 53
2024
Q1 		$1.23M Sell
48,405
-1,824
-4% -$43.7K 0.45% 51
2023
Q4 		$1.17M Sell
50,229
-429
-0.8% -$9.38K 0.45% 49
2023
Q3 		$1.09M Hold
50,658
– – 0.46% 48
2023
Q2 		$1.13M Sell
50,658
-135
-0.3% -$2.95K 0.45% 47
2023
Q1 		$1.11M Sell
50,793
-1,137
-2% -$25.3K 0.47% 47
2022
Q4 		$1.14M Sell
51,930
-3,315
-6% -$71.8K 0.52% 47
2022
Q3 		$1.08M Sell
55,245
-2,565
-4% -$55.2K 0.51% 43
2022
Q2 		$1.2M Buy
57,810
+516
+0.9% +$11.6K 0.58% 43
2022
Q1 		$1.36M Sell
57,294
-198
-0.3% -$4.69K 0.58% 44
2021
Q4 		$1.4M Sell
57,492
-3,051
-5% -$72.3K 0.58% 40
2021
Q3 		$1.36M Buy
60,543
+573
+1% +$13.3K 0.62% 38
2021
Q2 		$1.37M Buy
59,970
+13,035
+28% +$296K 0.64% 35
2021
Q1 		$1.02M Buy
46,935
+7,275
+18% +$152K 0.54% 39
2020
Q4 		$787K Buy
39,660
+6,789
+21% +$127K 0.45% 49
2020
Q3 		$572K Buy
32,871
+387
+1% +$6.77K 0.36% 59
2020
Q2 		$543K Sell
32,484
-9,012
-22% -$147K 0.37% 59
2020
Q1 		$612K Sell
41,496
-3,150
-7% -$57.7K 0.49% 46
2019
Q4 		$895K Sell
44,646
-177
-0.4% -$3.43K 0.62% 37
2019
Q3 		$848K Buy
44,823
+1,926
+4% +$36K 0.63% 37
2019
Q2 		$803K Sell
42,897
-2,742
-6% -$50.7K 0.62% 39
2019
Q1 		$833K Sell
45,639
-2,019
-4% -$35.8K 0.66% 34
2018
Q4 		$783K Buy
47,658
+19,443
+69% +$344K 0.68% 36
2018
Q3 		$527K Buy
28,215
+159
+0.6% +$2.95K 0.44% 50
2018
Q2 		$497K Buy
28,056
+2,235
+9% +$39.9K 0.46% 48
2018
Q1 		$455K Buy
25,821
+9,066
+54% +$166K 0.45% 47
2017
Q4 		$305K Buy
+16,755
New +$298K 0.31% 59

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

Gradient Capital Advisors's SCHV Position: Q2 2026 in Review

Gradient Capital Advisors reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 3.8% in Q2 2026, selling an estimated $49.5K and leaving 37,645 shares worth $1.31M. The position accounts for 0.3% of the portfolio, ranked #64.

Gradient Capital Advisors first reported a position in SCHV in Q4 2017 and has held it in 35 quarters since. The position peaked at $1.4M in Q4 2021. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Gradient Capital Advisors held 37,645 shares of Schwab US Large-Cap Value ETF worth $1.31M as of Q2 2026.
  • Gradient Capital Advisors sold 1,503 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $49.5K.
  • Schwab US Large-Cap Value ETF made up 0.3% of Gradient Capital Advisors's portfolio in Q2 2026, its #64 holding.
  • Gradient Capital Advisors first reported a position in Schwab US Large-Cap Value ETF in Q4 2017 and has held it in 35 quarters since.
  • Gradient Capital Advisors's Schwab US Large-Cap Value ETF position peaked at $1.4M in Q4 2021.
  • 991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Gradient Capital Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.