Great Valley Advisor Group’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Great Valley Advisor Group’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 Q1	$633K	Sell	20,767 -738	-3%	-$23K	0.01%	611
2025 Q4	$637K	Buy	21,505 +12	+0.1%	+$351	0.01%	571
2025 Q3	$626K	Buy	+21,493	New	+$611K	0.01%	577
2024 Q4	–	Sell	-7,632	Closed	-$204K	–	877
2024 Q3	$204K	Sell	7,632 -4,734	-38%	-$122K	0.01%	798
2024 Q2	$305K	Buy	+12,366	New	+$306K	0.01%	640
2023 Q2	–	Sell	-9,393	Closed	-$205K	–	741
2023 Q1	$205K	Buy	9,393 +9	+0.1%	+$200	0.01%	648
2022 Q4	$206K	Buy	+9,384	New	+$203K	0.01%	646

Other funds holding SCHV

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Great Valley Advisor Group's SCHV Position: Q1 2026 in Review

Great Valley Advisor Group reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 3.4% in Q1 2026, selling an estimated $23K and leaving 20,767 shares worth $633K. The position accounts for 0.01% of the portfolio, ranked #611.

Great Valley Advisor Group first reported a position in SCHV in Q4 2022 and has held it in 7 quarters since. The position peaked at $637K in Q4 2025. 962 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

Great Valley Advisor Group held 20,767 shares of Schwab US Large-Cap Value ETF worth $633K as of Q1 2026.
Great Valley Advisor Group sold 738 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $23K.
Schwab US Large-Cap Value ETF made up 0.01% of Great Valley Advisor Group's portfolio in Q1 2026, its #611 holding.
Great Valley Advisor Group first reported a position in Schwab US Large-Cap Value ETF in Q4 2022 and has held it in 7 quarters since.
Great Valley Advisor Group's Schwab US Large-Cap Value ETF position peaked at $637K in Q4 2025.
962 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.