Koshinski Asset Management
SCHV

Koshinski Asset Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Koshinski Asset Management’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 		$1.37M Buy
39,317
+83
+0.2% +$2.73K 0.07% 238
2026
Q1 		$1.2M Sell
39,234
-3,319
-8% -$103K 0.07% 246
2025
Q4 		$1.26M Buy
42,553
+423
+1% +$12.4K 0.08% 227
2025
Q3 		$1.23M Sell
42,130
-6,664
-14% -$189K 0.08% 233
2025
Q2 		$1.35M Buy
48,794
+22
+0% +$578 0.1% 197
2025
Q1 		$1.3M Sell
48,772
-73
-0.1% -$1.96K 0.11% 194
2024
Q4 		$1.27M Sell
48,845
-44,314
-48% -$1.2M 0.11% 189
2024
Q3 		$2.5M Buy
93,159
+6,498
+7% +$167K 0.22% 97
2024
Q2 		$2.14M Sell
86,661
-14,847
-15% -$367K 0.2% 110
2024
Q1 		$2.57M Sell
101,508
-53,436
-34% -$1.28M 0.26% 81
2023
Q4 		$3.62M Buy
154,944
+71,565
+86% +$1.56M 0.55% 36
2023
Q3 		$1.79M Sell
83,379
-3,165
-4% -$71.1K 0.21% 107
2023
Q2 		$1.94M Sell
86,544
-50,361
-37% -$1.1M 0.21% 110
2023
Q1 		$2.99M Sell
136,905
-7,308
-5% -$162K 0.29% 83
2022
Q4 		$3.17M Buy
144,213
+3,780
+3% +$81.8K 0.31% 77
2022
Q3 		$2.74M Buy
140,433
+2,247
+2% +$48.4K 0.33% 84
2022
Q2 		$2.88M Sell
138,186
-5,553
-4% -$125K 0.29% 90
2022
Q1 		$3.42M Buy
143,739
+31,959
+29% +$757K 0.28% 80
2021
Q4 		$2.73M Buy
111,780
+16,452
+17% +$390K 0.22% 99
2021
Q3 		$2.14M Buy
95,328
+39,561
+71% +$915K 0.19% 120
2021
Q2 		$1.27M Sell
55,767
-37,068
-40% -$841K 0.16% 151
2021
Q1 		$2.02M Sell
92,835
-91,485
-50% -$1.91M 0.21% 111
2020
Q4 		$3.66M Buy
184,320
+92,502
+101% +$1.73M 0.46% 42
2020
Q3 		$1.67M Sell
91,818
-1,851
-2% -$32.4K 0.22% 107
2020
Q2 		$1.56M Sell
93,669
-1,761
-2% -$28.8K 0.25% 102
2020
Q1 		$1.41M Sell
95,430
-12,753
-12% -$234K 0.3% 89
2019
Q4 		$2.16M Sell
108,183
-7,839
-7% -$152K 0.37% 68
2019
Q3 		$2.19M Sell
116,022
-67,029
-37% -$1.25M 1.52% 14
2019
Q2 		$3.43M Sell
183,051
-10,992
-6% -$203K 1.39% 12
2019
Q1 		$3.54M Sell
194,043
-1,719
-0.9% -$30.5K 0.95% 16
2018
Q4 		$3.22M Buy
195,762
+336
+0.2% +$5.95K 0.79% 24
2018
Q3 		$3.65M Buy
195,426
+73,347
+60% +$1.36M 0.52% 45
2018
Q2 		$2.16M Buy
122,079
+5,310
+5% +$94.7K 0.66% 28
2018
Q1 		$2.06M Buy
116,769
+10,515
+10% +$193K 0.64% 34
2017
Q4 		$1.94M Buy
106,254
+22,563
+27% +$401K 0.48% 52
2017
Q3 		$1.45M Buy
83,691
+594
+0.7% +$10.1K 0.47% 56
2017
Q2 		$1.39M Buy
83,097
+978
+1% +$16.3K 0.51% 54
2017
Q1 		$1.36M Sell
82,119
-4,617
-5% -$75.9K 0.53% 52
2016
Q4 		$1.39M Sell
86,736
-909
-1% -$14.1K 0.69% 34
2016
Q3 		$1.33M Buy
87,645
+3,510
+4% +$53.5K 0.66% 40
2016
Q2 		$1.26M Buy
84,135
+372
+0.4% +$5.45K 0.69% 34
2016
Q1 		$1.21M Sell
83,763
-70,521
-46% -$965K 0.78% 31
2015
Q4 		$2.18M Sell
154,284
-4,137
-3% -$58.7K 1.53% 10
2015
Q3 		$2.27M Buy
158,421
+5,406
+4% +$75.7K 1.45% 11
2015
Q2 		$2.19M Sell
153,015
-1,377
-0.9% -$20.3K 1.39% 12
2015
Q1 		$2.23M Sell
154,392
-124,128
-45% -$1.81M 1.44% 12
2014
Q4 		$4.09M Buy
+278,520
New +$4.02M 2.32% 5

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

Koshinski Asset Management's SCHV Position: Q2 2026 in Review

Koshinski Asset Management increased its Schwab US Large-Cap Value ETF (SCHV) stake by 0.21% in Q2 2026, buying an estimated $2.73K and bringing the position to 39,317 shares worth $1.37M. The position accounts for 0.07% of the portfolio, ranked #238.

Koshinski Asset Management first reported a position in SCHV in Q4 2014 and has held it in 47 quarters since. The position peaked at $4.09M in Q4 2014. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Koshinski Asset Management held 39,317 shares of Schwab US Large-Cap Value ETF worth $1.37M as of Q2 2026.
  • Koshinski Asset Management bought 83 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $2.73K.
  • Schwab US Large-Cap Value ETF made up 0.07% of Koshinski Asset Management's portfolio in Q2 2026, its #238 holding.
  • Koshinski Asset Management first reported a position in Schwab US Large-Cap Value ETF in Q4 2014 and has held it in 47 quarters since.
  • Koshinski Asset Management's Schwab US Large-Cap Value ETF position peaked at $4.09M in Q4 2014.
  • 991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Koshinski Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.