IA
SCHV

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

IFP 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 		$965K Sell
27,717
-31,456
-53% -$1.04M 0.02% 753
2026
Q1 		$1.8M Sell
59,173
-3,609
-6% -$112K 0.04% 491
2025
Q4 		$1.86M Sell
62,782
-1,445
-2% -$42.2K 0.04% 440
2025
Q3 		$1.87M Sell
64,227
-1,069
-2% -$30.4K 0.05% 402
2025
Q2 		$1.81M Buy
65,296
+949
+1% +$24.9K 0.05% 383
2025
Q1 		$1.71M Buy
64,347
+4,392
+7% +$118K 0.05% 394
2024
Q4 		$1.56M Sell
59,955
-705
-1% -$19K 0.05% 404
2024
Q3 		$1.63M Sell
60,660
-2,097
-3% -$53.9K 0.06% 350
2024
Q2 		$1.55M Sell
62,757
-1,653
-3% -$40.8K 0.06% 326
2024
Q1 		$1.63M Buy
64,410
+933
+1% +$22.4K 0.07% 294
2023
Q4 		$1.48M Buy
63,477
+1,011
+2% +$22.1K 0.07% 302
2023
Q3 		$1.34M Sell
62,466
-84,336
-57% -$1.89M 0.06% 321
2023
Q2 		$3.28M Buy
146,802
+37,446
+34% +$818K 0.14% 156
2023
Q1 		$1.96M Sell
109,356
-392,892
-78% -$8.73M 0.09% 237
2022
Q4 		$9.05M Buy
502,248
+208,704
+71% +$4.52M 0.24% 83
2022
Q3 		$5.31M Buy
293,544
+47,445
+19% +$1.02M 0.14% 152
2022
Q2 		$4.44M Hold
246,099
– – 0.14% 156
2022
Q1 		$4.44M Buy
246,099
+148,689
+153% +$3.52M 0.14% 156
2021
Q4 		$2.38M Buy
97,410
+4,977
+5% +$118K 0.05% 218
2021
Q3 		$2.08M Buy
92,433
+13,680
+17% +$316K 0.04% 253
2021
Q2 		$1.79M Sell
78,753
-7,896
-9% -$179K 0.04% 265
2021
Q1 		$1.89M Sell
86,649
-111,207
-56% -$2.32M 0.04% 231
2020
Q4 		$3.92M Buy
197,856
+10,089
+5% +$189K 0.16% 102
2020
Q3 		$3.26M Buy
187,767
+28,251
+18% +$494K 0.19% 101
2020
Q2 		$2.63M Sell
159,516
-25,848
-14% -$422K 0.21% 100
2020
Q1 		$2.77M Sell
185,364
-30,030
-14% -$551K 0.28% 80
2019
Q4 		$4.32M Buy
215,394
+27,915
+15% +$541K 0.32% 68
2019
Q3 		$3.55M Buy
+187,479
New +$3.51M 0.24% 97
2019
Q1 		– Sell
-141,516
Closed -$2.31M – 3250
2018
Q4 		$2.31M Buy
141,516
+14,550
+11% +$257K 0.14% 164
2018
Q3 		$2.37M Buy
126,966
+99,111
+356% +$1.84M 0.1% 226
2018
Q2 		$493K Buy
27,855
+4,092
+17% +$73K 0.02% 664
2018
Q1 		$433K Hold
23,763
– – 0.02% 677
2017
Q4 		$433K Sell
23,763
-645
-3% -$11.5K 0.02% 677
2017
Q3 		$422K Buy
24,408
+4,779
+24% +$80.9K 0.02% 760
2017
Q2 		$328K Buy
19,629
+3,840
+24% +$63.8K 0.01% 866
2017
Q1 		$261K Buy
15,789
+9,342
+145% +$154K 0.01% 980
2016
Q4 		$103K Sell
6,447
-2,487
-28% -$38.5K 0.01% 1434
2016
Q3 		$136K Buy
8,934
+2,220
+33% +$33.9K 0.01% 1192
2016
Q2 		$100K Buy
+6,714
New +$98.3K 0.01% 1340
2016
Q1 		– Sell
-3,999
Closed -$57K – 3256
2015
Q4 		$57K Buy
+3,999
New +$56.8K ﹤0.01% 1527

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

IFP Advisors's SCHV Position: Q2 2026 in Review

IFP Advisors reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 53% in Q2 2026, selling an estimated $1.04M and leaving 27,717 shares worth $965K. The position accounts for 0.02% of the portfolio, ranked #753.

IFP Advisors first reported a position in SCHV in Q4 2015 and has held it in 40 quarters since. The position peaked at $9.05M in Q4 2022. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • IFP Advisors held 27,717 shares of Schwab US Large-Cap Value ETF worth $965K as of Q2 2026.
  • IFP Advisors sold 31,456 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $1.04M.
  • Schwab US Large-Cap Value ETF made up 0.02% of IFP Advisors's portfolio in Q2 2026, its #753 holding.
  • IFP Advisors first reported a position in Schwab US Large-Cap Value ETF in Q4 2015 and has held it in 40 quarters since.
  • IFP Advisors's Schwab US Large-Cap Value ETF position peaked at $9.05M in Q4 2022.
  • 991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.