KWA
SCHV

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

Kingswood 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 		$4.98M Buy
143,039
+6,698
+5% +$221K 0.2% 119
2026
Q1 		$4.16M Buy
136,341
+3,095
+2% +$96.4K 0.2% 122
2025
Q4 		$3.95M Sell
133,246
-575
-0.4% -$16.8K 0.19% 125
2025
Q3 		$3.9M Buy
133,821
+5,566
+4% +$158K 0.24% 103
2025
Q2 		$3.55M Buy
128,255
+5,898
+5% +$155K 0.28% 81
2025
Q1 		$3.25M Sell
122,357
-281
-0.2% -$7.54K 0.3% 81
2024
Q4 		$3.2M Buy
+122,638
New +$3.31M 0.24% 90

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

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

Kingswood Wealth Advisors increased its Schwab US Large-Cap Value ETF (SCHV) stake by 4.9% in Q2 2026, buying an estimated $221K and bringing the position to 143,039 shares worth $4.98M. The position accounts for 0.2% of the portfolio, ranked #119.

Kingswood Wealth Advisors first reported a position in SCHV in Q4 2024 and has held it in 7 quarters since. 987 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Kingswood Wealth Advisors held 143,039 shares of Schwab US Large-Cap Value ETF worth $4.98M as of Q2 2026.
  • Kingswood Wealth Advisors bought 6,698 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $221K.
  • Schwab US Large-Cap Value ETF made up 0.2% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #119 holding.
  • Kingswood Wealth Advisors first reported a position in Schwab US Large-Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 987 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.