HAS
SCHV

HBW Advisory Services’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

HBW Advisory Services’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 		– Sell
-7,470
Closed -$228K – 493
2026
Q1 		$228K Buy
+7,470
New +$233K 0.02% 411
2022
Q4 		– Sell
-149,724
Closed -$2.92M – 271
2022
Q3 		$2.92M Buy
+149,724
New +$3.22M 0.81% 36

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

HBW Advisory Services's SCHV Position: Q2 2026 in Review

HBW Advisory Services sold out of Schwab US Large-Cap Value ETF (SCHV) in Q2 2026, closing a stake of 7,470 shares — an estimated $228K sold.

HBW Advisory Services first reported a position in SCHV in Q3 2022 and held it in 2 quarters. The position peaked at $2.92M in Q3 2022. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • HBW Advisory Services reported no remaining Schwab US Large-Cap Value ETF position as of Q2 2026 after selling out during the quarter.
  • HBW Advisory Services sold 7,470 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $228K.
  • HBW Advisory Services first reported a position in Schwab US Large-Cap Value ETF in Q3 2022 and held it in 2 quarters.
  • HBW Advisory Services's Schwab US Large-Cap Value ETF position peaked at $2.92M in Q3 2022.
  • 991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on HBW Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.