KPP Advisory Services’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

KPP Advisory Services’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	$5.35M	Buy	153,791 +6,417	+4%	+$211K	0.68%	37
2026 Q1	$4.49M	Buy	147,374 +1,475	+1%	+$46K	0.65%	35
2025 Q4	$4.32M	Buy	145,899 +14,477	+11%	+$423K	0.63%	40
2025 Q3	$3.83M	Buy	131,422 +6,330	+5%	+$180K	0.57%	42
2025 Q2	$3.46M	Buy	125,092 +4,565	+4%	+$120K	0.57%	45
2025 Q1	$3.2M	Buy	120,527 +8,636	+8%	+$232K	0.61%	42
2024 Q4	$2.92M	Buy	111,891 +6,381	+6%	+$172K	0.69%	38
2024 Q3	$2.83M	Sell	105,510 -120	-0.1%	-$3.08K	0.68%	38
2024 Q2	$2.61M	Buy	105,630 +9,831	+10%	+$243K	0.69%	40
2024 Q1	$2.43M	Buy	+95,799	New	+$2.3M	0.67%	38
2023 Q4	–	Sell	-86,289	Closed	-$1.85M	–	197
2023 Q3	$1.85M	Buy	+86,289	New	+$1.94M	0.61%	39

Other funds holding SCHV

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

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

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

KPP Advisory Services's SCHV Position: Q2 2026 in Review

KPP Advisory Services increased its Schwab US Large-Cap Value ETF (SCHV) stake by 4.4% in Q2 2026, buying an estimated $211K and bringing the position to 153,791 shares worth $5.35M. The position accounts for 0.68% of the portfolio, ranked #37.

KPP Advisory Services first reported a position in SCHV in Q3 2023 and has held it in 11 quarters since. 987 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

KPP Advisory Services held 153,791 shares of Schwab US Large-Cap Value ETF worth $5.35M as of Q2 2026.
KPP Advisory Services bought 6,417 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $211K.
Schwab US Large-Cap Value ETF made up 0.68% of KPP Advisory Services's portfolio in Q2 2026, its #37 holding.
KPP Advisory Services first reported a position in Schwab US Large-Cap Value ETF in Q3 2023 and has held it in 11 quarters since.
987 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on KPP Advisory Services's 13F filing for Q2 2026, filed 24 Jul 2026.