LA
SCHV

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

LexAurum 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 		$1.35M Buy
38,767
+4,394
+13% +$145K 0.16% 117
2026
Q1 		$1.05M Buy
+34,373
New +$1.07M 0.14% 135
2025
Q3 		$1M Sell
34,413
-11,566
-25% -$329K 0.14% 123
2025
Q2 		$1.27M Buy
45,979
+13,878
+43% +$365K 0.2% 97
2025
Q1 		$853K Buy
32,101
+11,646
+57% +$313K 0.16% 124
2024
Q4 		$533K Buy
+20,455
New +$552K 0.11% 175

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

LexAurum Advisors's SCHV Position: Q2 2026 in Review

LexAurum Advisors increased its Schwab US Large-Cap Value ETF (SCHV) stake by 13% in Q2 2026, buying an estimated $145K and bringing the position to 38,767 shares worth $1.35M. The position accounts for 0.16% of the portfolio, ranked #117.

LexAurum Advisors first reported a position in SCHV in Q4 2024 and has held it in 6 quarters since. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • LexAurum Advisors held 38,767 shares of Schwab US Large-Cap Value ETF worth $1.35M as of Q2 2026.
  • LexAurum Advisors bought 4,394 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $145K.
  • Schwab US Large-Cap Value ETF made up 0.16% of LexAurum Advisors's portfolio in Q2 2026, its #117 holding.
  • LexAurum Advisors first reported a position in Schwab US Large-Cap Value ETF in Q4 2024 and has held it in 6 quarters since.
  • 991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on LexAurum Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.