Highland Investment Advisors LLC’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Highland Investment Advisors LLC’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	$8.75K	Buy	+251	New	+$8.27K	﹤0.01%	365

Other funds holding SCHV

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

Highland Investment Advisors LLC's SCHV Position: Q2 2026 in Review

Highland Investment Advisors LLC opened a new position in Schwab US Large-Cap Value ETF (SCHV) in Q2 2026: 251 shares worth $8.75K. The stake represents ﹤0.01% of the portfolio and ranks #365 among its holdings.

858 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

Highland Investment Advisors LLC held 251 shares of Schwab US Large-Cap Value ETF worth $8.75K as of Q2 2026.
Schwab US Large-Cap Value ETF was a new Highland Investment Advisors LLC position in Q2 2026.
Schwab US Large-Cap Value ETF made up ﹤0.01% of Highland Investment Advisors LLC's portfolio in Q2 2026, its #365 holding.
858 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Highland Investment Advisors LLC's 13F filing for Q2 2026, filed 13 Aug 2026.