HWA
SCHV

Hillcrest Wealth Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Hillcrest Wealth 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 		$268K Sell
7,688
-500
-6% -$16.5K 0.1% 50
2026
Q1 		$250K Buy
8,188
+97
+1% +$3.02K 0.1% 47
2025
Q4 		$240K Sell
8,091
-1,200
-13% -$35.1K 0.1% 47
2025
Q3 		$270K Sell
9,291
-705
-7% -$20K 0.12% 44
2025
Q2 		$277K Hold
9,996
– – 0.13% 43
2025
Q1 		$266K Hold
9,996
– – 0.13% 45
2024
Q4 		$261K Hold
9,996
– – 0.12% 46
2024
Q3 		$268K Hold
9,996
– – 0.13% 43
2024
Q2 		$247K Sell
9,996
-900
-8% -$22.2K 0.13% 43
2024
Q1 		$276K Hold
10,896
– – 0.15% 43
2023
Q4 		$255K Sell
10,896
-885
-8% -$19.4K 0.14% 43
2023
Q3 		$253K Hold
11,781
– – 0.14% 45
2023
Q2 		$263K Hold
11,781
– – 0.16% 43
2023
Q1 		$258K Hold
11,781
– – 0.15% 41
2022
Q4 		$259K Hold
11,781
– – 0.16% 43
2022
Q3 		$230K Sell
11,781
-21
-0.2% -$452 0.15% 47
2022
Q2 		$246K Hold
11,802
– – 0.15% 45
2022
Q1 		$281K Buy
+11,802
New +$279K 0.16% 41

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

Hillcrest Wealth Advisors's SCHV Position: Q2 2026 in Review

Hillcrest Wealth Advisors reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 6.1% in Q2 2026, selling an estimated $16.5K and leaving 7,688 shares worth $268K. The position accounts for 0.1% of the portfolio, ranked #50.

Hillcrest Wealth Advisors first reported a position in SCHV in Q1 2022 and has held it in 18 quarters since. The position peaked at $281K in Q1 2022. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Hillcrest Wealth Advisors held 7,688 shares of Schwab US Large-Cap Value ETF worth $268K as of Q2 2026.
  • Hillcrest Wealth Advisors sold 500 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $16.5K.
  • Schwab US Large-Cap Value ETF made up 0.1% of Hillcrest Wealth Advisors's portfolio in Q2 2026, its #50 holding.
  • Hillcrest Wealth Advisors first reported a position in Schwab US Large-Cap Value ETF in Q1 2022 and has held it in 18 quarters since.
  • Hillcrest Wealth Advisors's Schwab US Large-Cap Value ETF position peaked at $281K in Q1 2022.
  • 991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

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