MAG
SCHV

M3 Advisory Group’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

M3 Advisory Group’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 		$3.27M Buy
93,884
+357
+0.4% +$11.8K 1.69% 13
2026
Q1 		$2.85M Hold
93,527
– – 1.76% 12
2025
Q4 		$2.77M Buy
93,527
+264
+0.3% +$7.72K 1.69% 15
2025
Q3 		$2.71M Buy
93,263
+276
+0.3% +$7.84K 1.69% 15
2025
Q2 		$2.57M Buy
92,987
+1,377
+2% +$36.2K 1.78% 15
2025
Q1 		$2.43M Buy
91,610
+1,222
+1% +$32.8K 1.92% 13
2024
Q4 		$2.36M Buy
90,388
+12,634
+16% +$341K 1.69% 16
2024
Q3 		$2.08M Buy
77,754
+5,373
+7% +$138K 1.53% 16
2024
Q2 		$1.79M Buy
72,381
+5,007
+7% +$124K 1.47% 17
2024
Q1 		$1.71M Buy
67,374
+1,710
+3% +$41K 1.55% 16
2023
Q4 		$1.53M Buy
+65,664
New +$1.44M 1.8% 14

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

M3 Advisory Group's SCHV Position: Q2 2026 in Review

M3 Advisory Group increased its Schwab US Large-Cap Value ETF (SCHV) stake by 0.38% in Q2 2026, buying an estimated $11.8K and bringing the position to 93,884 shares worth $3.27M. The position accounts for 1.69% of the portfolio, ranked #13.

M3 Advisory Group first reported a position in SCHV in Q4 2023 and has held it in 11 quarters since. 993 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • M3 Advisory Group held 93,884 shares of Schwab US Large-Cap Value ETF worth $3.27M as of Q2 2026.
  • M3 Advisory Group bought 357 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $11.8K.
  • Schwab US Large-Cap Value ETF made up 1.69% of M3 Advisory Group's portfolio in Q2 2026, its #13 holding.
  • M3 Advisory Group first reported a position in Schwab US Large-Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 993 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on M3 Advisory Group's 13F filing for Q2 2026, filed 24 Jul 2026.