L2 Asset Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

L2 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	$2.22M	Sell	63,723 -92,155	-59%	-$3.04M	0.23%	93
2026 Q1	$4.75M	Buy	155,878 +113,147	+265%	+$3.53M	0.45%	66
2025 Q4	$1.27M	Buy	42,731 +16,323	+62%	+$477K	0.17%	111
2025 Q3	$769K	Buy	26,408 +9,248	+54%	+$263K	0.11%	163
2025 Q2	$475K	Buy	+17,160	New	+$451K	0.08%	207
2023 Q1	–	Sell	-352,257	Closed	-$7.75M	–	153
2022 Q4	$7.75M	Buy	+352,257	New	+$7.63M	4.83%	1

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

L2 Asset Management's SCHV Position: Q2 2026 in Review

L2 Asset Management reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 59% in Q2 2026, selling an estimated $3.04M and leaving 63,723 shares worth $2.22M. The position accounts for 0.23% of the portfolio, ranked #93.

L2 Asset Management first reported a position in SCHV in Q4 2022 and has held it in 6 quarters since. The position peaked at $7.75M in Q4 2022. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

L2 Asset Management held 63,723 shares of Schwab US Large-Cap Value ETF worth $2.22M as of Q2 2026.
L2 Asset Management sold 92,155 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $3.04M.
Schwab US Large-Cap Value ETF made up 0.23% of L2 Asset Management's portfolio in Q2 2026, its #93 holding.
L2 Asset Management first reported a position in Schwab US Large-Cap Value ETF in Q4 2022 and has held it in 6 quarters since.
L2 Asset Management's Schwab US Large-Cap Value ETF position peaked at $7.75M in Q4 2022.
991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on L2 Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.