IAA
SCHV

Independent Advisor Alliance’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Independent Advisor Alliance’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 		$385K Sell
11,056
-133,001
-92% -$4.38M 0.01% 757
2026
Q1 		$4.39M Buy
144,057
+133,959
+1,327% +$4.17M 0.05% 341
2025
Q4 		$299K Sell
10,098
-2,313
-19% -$67.6K 0.01% 796
2025
Q3 		$361K Sell
12,411
-340
-3% -$9.66K 0.01% 717
2025
Q2 		$353K Hold
12,751
– – 0.01% 689
2025
Q1 		$339K Sell
12,751
-100,616
-89% -$2.7M 0.01% 625
2024
Q4 		$2.96M Buy
113,367
+100,872
+807% +$2.72M 0.04% 408
2024
Q3 		$335K Buy
12,495
+261
+2% +$6.7K 0.01% 536
2024
Q2 		$302K Sell
12,234
-2,097
-15% -$51.8K 0.01% 569
2024
Q1 		$363K Hold
14,331
– – 0.01% 524
2023
Q4 		$335K Sell
14,331
-1,380
-9% -$30.2K 0.01% 524
2023
Q3 		$338K Hold
15,711
– – 0.02% 490
2023
Q2 		$351K Buy
15,711
+4,116
+35% +$89.9K 0.02% 501
2023
Q1 		$253K Sell
11,595
-4,086
-26% -$90.8K 0.01% 555
2022
Q4 		$345K Buy
15,681
+2,064
+15% +$44.7K 0.12% 104
2022
Q3 		$266K Buy
+13,617
New +$293K 0.02% 513
2022
Q1 		– Sell
-8,238
Closed -$201K – 731
2021
Q4 		$201K Buy
+8,238
New +$195K 0.01% 629
2020
Q1 		– Sell
-113,907
Closed -$2.28M – 782
2019
Q4 		$2.28M Buy
+113,907
New +$2.21M 0.1% 220
2019
Q2 		– Sell
-18,804
Closed -$343K – 469
2019
Q1 		$343K Buy
18,804
+5,577
+42% +$99K 0.05% 286
2018
Q4 		$233K Buy
+13,227
New +$234K 0.04% 337

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

Independent Advisor Alliance's SCHV Position: Q2 2026 in Review

Independent Advisor Alliance reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 92% in Q2 2026, selling an estimated $4.38M and leaving 11,056 shares worth $385K. The position accounts for 0.01% of the portfolio, ranked #757.

Independent Advisor Alliance first reported a position in SCHV in Q4 2018 and has held it in 20 quarters since. The position peaked at $4.39M in Q1 2026. 987 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Independent Advisor Alliance held 11,056 shares of Schwab US Large-Cap Value ETF worth $385K as of Q2 2026.
  • Independent Advisor Alliance sold 133,001 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $4.38M.
  • Schwab US Large-Cap Value ETF made up 0.01% of Independent Advisor Alliance's portfolio in Q2 2026, its #757 holding.
  • Independent Advisor Alliance first reported a position in Schwab US Large-Cap Value ETF in Q4 2018 and has held it in 20 quarters since.
  • Independent Advisor Alliance's Schwab US Large-Cap Value ETF position peaked at $4.39M in Q1 2026.
  • 987 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.