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

Guardian Asset 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	$354K	Buy	10,159 +2,383	+31%	+$78.5K	0.16%	91
2026 Q1	$237K	Sell	7,776 -2,025	-21%	-$63.1K	0.14%	95
2025 Q4	$290K	Buy	9,801 +902	+10%	+$26.4K	0.15%	88
2025 Q3	$259K	Sell	8,899 -1,533	-15%	-$43.6K	0.14%	93
2025 Q2	$289K	Sell	10,432 -299	-3%	-$7.86K	0.17%	91
2025 Q1	$279K	Sell	10,731 -4,449	-29%	-$119K	0.18%	86
2024 Q4	$395K	Sell	15,180 -8,460	-36%	-$228K	0.25%	70
2024 Q3	$630K	Sell	23,640 -17,781	-43%	-$457K	0.43%	45
2024 Q2	$1.02M	Sell	41,421 -5,187	-11%	-$128K	0.75%	32
2024 Q1	$1.18M	Sell	46,608 -25,176	-35%	-$604K	0.98%	26
2023 Q4	$1.68M	Buy	+71,784	New	+$1.57M	1.57%	17

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

Guardian Asset Advisors's SCHV Position: Q2 2026 in Review

Guardian Asset Advisors increased its Schwab US Large-Cap Value ETF (SCHV) stake by 31% in Q2 2026, buying an estimated $78.5K and bringing the position to 10,159 shares worth $354K. The position accounts for 0.16% of the portfolio, ranked #91.

Guardian Asset Advisors first reported a position in SCHV in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.68M in Q4 2023. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

Guardian Asset Advisors held 10,159 shares of Schwab US Large-Cap Value ETF worth $354K as of Q2 2026.
Guardian Asset Advisors bought 2,383 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $78.5K.
Schwab US Large-Cap Value ETF made up 0.16% of Guardian Asset Advisors's portfolio in Q2 2026, its #91 holding.
Guardian Asset Advisors first reported a position in Schwab US Large-Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
Guardian Asset Advisors's Schwab US Large-Cap Value ETF position peaked at $1.68M in Q4 2023.
991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Guardian Asset Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.