LWANC
SCHV

Laurel Wealth Advisors (North Carolina)’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
Q1 		– Sell
-915
Closed -$27.1K – 556
2025
Q4 		$27.1K Buy
+915
New +$26.7K ﹤0.01% 395
2025
Q2 		– Sell
-915
Closed -$24.3K – 578
2025
Q1 		$24.3K Hold
915
– – ﹤0.01% 394
2024
Q4 		$23.9K Hold
915
– – ﹤0.01% 397
2024
Q3 		$24.5K Buy
915
+615
+205% +$15.8K ﹤0.01% 386
2024
Q2 		$7.41K Hold
300
– – ﹤0.01% 450
2024
Q1 		$7.6K Hold
300
– – ﹤0.01% 461
2023
Q4 		$7.01K Hold
300
– – ﹤0.01% 426
2023
Q3 		$6.45K Buy
300
+120
+67% +$2.69K ﹤0.01% 434
2023
Q2 		$4.03K Hold
180
– – ﹤0.01% 472
2023
Q1 		$3.94K Buy
180
+30
+20% +$667 ﹤0.01% 475
2022
Q4 		$3.3K Sell
150
-825
-85% -$17.9K ﹤0.01% 461
2022
Q3 		$19K Hold
975
– – ﹤0.01% 337
2022
Q2 		$20K Buy
975
+60
+7% +$1.35K ﹤0.01% 335
2022
Q1 		$22K Hold
915
– – ﹤0.01% 337
2021
Q4 		$22K Buy
915
+105
+13% +$2.49K ﹤0.01% 337
2021
Q3 		$18K Sell
810
-1,230
-60% -$28.5K ﹤0.01% 351
2021
Q2 		$46K Sell
2,040
-435
-18% -$9.87K 0.01% 289
2021
Q1 		$54K Buy
2,475
+105
+4% +$2.19K 0.01% 263
2020
Q4 		$47K Buy
2,370
+225
+10% +$4.21K 0.01% 264
2020
Q3 		$37K Sell
2,145
-1,500
-41% -$26.2K 0.01% 266
2020
Q2 		$61K Sell
3,645
-195
-5% -$3.18K 0.02% 217
2020
Q1 		$57K Buy
3,840
+405
+12% +$7.42K 0.02% 211
2019
Q4 		$69K Buy
3,435
+585
+21% +$11.3K 0.02% 216
2019
Q3 		$54K Hold
2,850
– – 0.02% 231
2019
Q2 		$53K Buy
2,850
+1,287
+82% +$23.8K 0.02% 231
2019
Q1 		$29K Sell
1,563
-51
-3% -$905 0.01% 278
2018
Q4 		$27K Buy
+1,614
New +$28.6K 0.01% 271

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s SCHV Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of Schwab US Large-Cap Value ETF (SCHV) in Q1 2026, closing a stake of 915 shares — an estimated $27.1K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in SCHV in Q4 2018 and held it in 27 quarters. The position peaked at $69K in Q4 2019. 962 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

  • Laurel Wealth Advisors (North Carolina) reported no remaining Schwab US Large-Cap Value ETF position as of Q1 2026 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 915 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $27.1K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in Schwab US Large-Cap Value ETF in Q4 2018 and held it in 27 quarters.
  • Laurel Wealth Advisors (North Carolina)'s Schwab US Large-Cap Value ETF position peaked at $69K in Q4 2019.
  • 962 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.