IWA
SCHV

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

IVC 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 		$3.64M Sell
104,426
-809
-0.8% -$26.6K 1.42% 15
2026
Q1 		$3.21M Sell
105,235
-4,817
-4% -$150K 1.39% 15
2025
Q4 		$3.26M Buy
110,052
+2,589
+2% +$75.7K 1.42% 14
2025
Q3 		$3.13M Sell
107,463
-36,178
-25% -$1.03M 1.4% 16
2025
Q2 		$3.97M Sell
143,641
-115,042
-44% -$3.02M 1.94% 11
2025
Q1 		$6.88M Sell
258,683
-25,327
-9% -$680K 3.7% 5
2024
Q4 		$7.4M Sell
284,010
-174
-0.1% -$4.7K 4.14% 5
2024
Q3 		$7.61M Sell
284,184
-11,100
-4% -$285K 4.17% 4
2024
Q2 		$7.29M Sell
295,284
-17,937
-6% -$443K 4.08% 4
2024
Q1 		$7.93M Sell
313,221
-19,152
-6% -$459K 4.58% 4
2023
Q4 		$7.77M Sell
332,373
-237,522
-42% -$5.19M 4.83% 4
2023
Q3 		$12.2M Buy
569,895
+4,467
+0.8% +$100K 8.19% 3
2023
Q2 		$12.6M Buy
565,428
+6,594
+1% +$144K 8.01% 3
2023
Q1 		$12.2M Buy
558,834
+1,500
+0.3% +$33.3K 8.66% 3
2022
Q4 		$12.3M Sell
557,334
-10,845
-2% -$235K 9.04% 1
2022
Q3 		$11.1M Sell
568,179
-4,566
-0.8% -$98.3K 8.92% 2
2022
Q2 		$11.9M Sell
572,745
-47,628
-8% -$1.07M 9.22% 1
2022
Q1 		$14.8M Buy
620,373
+17,265
+3% +$409K 9.7% 1
2021
Q4 		$14.7M Buy
603,108
+32,781
+6% +$776K 9.49% 1
2021
Q3 		$12.8M Buy
570,327
+12,468
+2% +$288K 8.84% 1
2021
Q2 		$12.7M Buy
557,859
+67,665
+14% +$1.54M 8.94% 1
2021
Q1 		$10.7M Buy
490,194
+190,632
+64% +$3.97M 8.4% 1
2020
Q4 		$5.94M Buy
+299,562
New +$5.6M 5.67% 3

Other funds holding SCHV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
HWM
HRC Wealth Management Moscow, Idaho $244M AUM 21.86% 1-Year Est. Return
VC
Veery Capital Wilmington, Delaware $372M AUM 21.43% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
MWP
Meriwether Wealth & Planning Minden, Louisiana $202M AUM 22.64% 1-Year Est. Return

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

IVC Wealth Advisors reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 0.77% in Q2 2026, selling an estimated $26.6K and leaving 104,426 shares worth $3.64M. The position accounts for 1.42% of the portfolio, ranked #15.

IVC Wealth Advisors first reported a position in SCHV in Q4 2020 and has held it in 23 quarters since. The position peaked at $14.8M in Q1 2022. 189 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • IVC Wealth Advisors held 104,426 shares of Schwab US Large-Cap Value ETF worth $3.64M as of Q2 2026.
  • IVC Wealth Advisors sold 809 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $26.6K.
  • Schwab US Large-Cap Value ETF made up 1.42% of IVC Wealth Advisors's portfolio in Q2 2026, its #15 holding.
  • IVC Wealth Advisors first reported a position in Schwab US Large-Cap Value ETF in Q4 2020 and has held it in 23 quarters since.
  • IVC Wealth Advisors's Schwab US Large-Cap Value ETF position peaked at $14.8M in Q1 2022.
  • 189 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on IVC Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.