IAN
SCHV

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

Integrated Advisors Network’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 		$9.81M Buy
281,854
+9,773
+4% +$322K 0.45% 45
2026
Q1 		$8.3M Sell
272,081
-90,884
-25% -$2.83M 0.44% 51
2025
Q4 		$10.7M Sell
362,965
-13,575
-4% -$397K 0.48% 42
2025
Q3 		$11M Sell
376,540
-10,477
-3% -$298K 0.46% 43
2025
Q2 		$10.7M Sell
387,017
-94,325
-20% -$2.48M 0.48% 43
2025
Q1 		$12.8M Buy
481,342
+4,337
+0.9% +$116K 0.65% 25
2024
Q4 		$12.4M Sell
477,005
-5,188
-1% -$140K 0.59% 29
2024
Q3 		$12.9M Buy
482,193
+2,511
+0.5% +$64.5K 0.61% 32
2024
Q2 		$11.8M Sell
479,682
-8,154
-2% -$201K 0.61% 28
2024
Q1 		$12.4M Sell
487,836
-41,733
-8% -$1M 0.63% 24
2023
Q4 		$12.4M Buy
529,569
+12,342
+2% +$270K 0.7% 21
2023
Q3 		$11.1M Sell
517,227
-13,323
-3% -$299K 0.68% 25
2023
Q2 		$11.9M Sell
530,550
-8,424
-2% -$184K 0.68% 25
2023
Q1 		$11.8M Buy
538,974
+828
+0.2% +$18.4K 0.71% 23
2022
Q4 		$11.8M Sell
538,146
-24,795
-4% -$537K 0.76% 21
2022
Q3 		$11M Sell
562,941
-945
-0.2% -$20.3K 0.75% 24
2022
Q2 		$11.7M Buy
563,886
+7,929
+1% +$178K 0.76% 26
2022
Q1 		$13.2M Buy
555,957
+957
+0.2% +$22.7K 0.78% 25
2021
Q4 		$13.5M Buy
555,000
+15,057
+3% +$357K 0.8% 25
2021
Q3 		$12.1M Buy
539,943
+20,868
+4% +$483K 0.81% 24
2021
Q2 		$11.8M Buy
519,075
+144,222
+38% +$3.27M 0.87% 22
2021
Q1 		$8.16M Buy
374,853
+293,940
+363% +$6.12M 0.75% 25
2020
Q4 		$1.61M Buy
80,913
+44,745
+124% +$836K 0.18% 142
2020
Q3 		$629K Buy
36,168
+2,223
+7% +$38.9K 0.08% 222
2020
Q2 		$567K Buy
33,945
+18,351
+118% +$300K 0.07% 242
2020
Q1 		$230K Buy
15,594
+855
+6% +$15.7K 0.05% 322
2019
Q4 		$295K Buy
+14,739
New +$286K 0.04% 325

Other funds holding SCHV

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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
RRWA
Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return
MAG
Mokosak Advisory Group Urbandale, Iowa $462M AUM 25.98% 1-Year Est. Return

Integrated Advisors Network's SCHV Position: Q2 2026 in Review

Integrated Advisors Network increased its Schwab US Large-Cap Value ETF (SCHV) stake by 3.6% in Q2 2026, buying an estimated $322K and bringing the position to 281,854 shares worth $9.81M. The position accounts for 0.45% of the portfolio, ranked #45.

Integrated Advisors Network first reported a position in SCHV in Q4 2019 and has held it in 27 quarters since. The position peaked at $13.5M in Q4 2021. 766 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Integrated Advisors Network held 281,854 shares of Schwab US Large-Cap Value ETF worth $9.81M as of Q2 2026.
  • Integrated Advisors Network bought 9,773 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $322K.
  • Schwab US Large-Cap Value ETF made up 0.45% of Integrated Advisors Network's portfolio in Q2 2026, its #45 holding.
  • Integrated Advisors Network first reported a position in Schwab US Large-Cap Value ETF in Q4 2019 and has held it in 27 quarters since.
  • Integrated Advisors Network's Schwab US Large-Cap Value ETF position peaked at $13.5M in Q4 2021.
  • 766 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Integrated Advisors Network's 13F filing for Q2 2026, filed 11 Aug 2026.