LIA
SCHV

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

LifePlan Investment 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 		$4.49M Sell
129,069
-1,095
-0.8% -$36.1K 1.55% 20
2026
Q1 		$3.97M Sell
130,164
-4,589
-3% -$143K 1.56% 21
2025
Q4 		$3.99M Buy
134,753
+2,225
+2% +$65K 1.63% 22
2025
Q3 		$3.86M Buy
132,528
+5,523
+4% +$157K 1.62% 22
2025
Q2 		$3.51M Sell
127,005
-506
-0.4% -$13.3K 1.75% 21
2025
Q1 		$3.39M Sell
127,511
-1,362
-1% -$36.6K 1.95% 18
2024
Q4 		$3.36M Sell
128,873
-4,957
-4% -$134K 2.08% 17
2024
Q3 		$3.59M Buy
133,830
+1,335
+1% +$34.3K 2.29% 15
2024
Q2 		$3.27M Buy
132,495
+4,539
+4% +$112K 2.36% 13
2024
Q1 		$3.24M Sell
127,956
-4,458
-3% -$107K 2.58% 12
2023
Q4 		$3.09M Buy
132,414
+3,348
+3% +$73.2K 2.83% 11
2023
Q3 		$2.77M Buy
129,066
+1,812
+1% +$40.7K 2.95% 11
2023
Q2 		$2.85M Buy
+127,254
New +$2.78M 3.18% 11

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

LifePlan Investment Advisors's SCHV Position: Q2 2026 in Review

LifePlan Investment Advisors reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 0.84% in Q2 2026, selling an estimated $36.1K and leaving 129,069 shares worth $4.49M. The position accounts for 1.55% of the portfolio, ranked #20.

LifePlan Investment Advisors first reported a position in SCHV in Q2 2023 and has held it in 13 quarters since. 987 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • LifePlan Investment Advisors held 129,069 shares of Schwab US Large-Cap Value ETF worth $4.49M as of Q2 2026.
  • LifePlan Investment Advisors sold 1,095 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $36.1K.
  • Schwab US Large-Cap Value ETF made up 1.55% of LifePlan Investment Advisors's portfolio in Q2 2026, its #20 holding.
  • LifePlan Investment Advisors first reported a position in Schwab US Large-Cap Value ETF in Q2 2023 and has held it in 13 quarters since.
  • 987 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on LifePlan Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.