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

Mayfair 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	$839K	Buy	24,507 +110	+0.5%	+$3.62K	0.25%	68
2026 Q1	$744K	Buy	24,397 +114	+0.5%	+$3.55K	0.26%	67
2025 Q4	$726K	Buy	24,283 +134	+0.6%	+$3.92K	0.28%	65
2025 Q3	$703K	Buy	24,149 +2,223	+10%	+$63.2K	0.3%	68
2025 Q2	$614K	Buy	21,926 +115	+0.5%	+$3.02K	0.29%	69
2025 Q1	$580K	Buy	21,811 +1,804	+9%	+$48.4K	0.33%	61
2024 Q4	$522K	Hold	20,007	–	–	0.31%	65
2024 Q3	$535K	Hold	20,007	–	–	0.34%	55
2024 Q2	$506K	Hold	20,007	–	–	0.34%	55
2024 Q1	$507K	Hold	20,007	–	–	0.37%	58
2023 Q4	$469K	Buy	+20,007	New	+$437K	0.4%	56
2022 Q2	–	Sell	-20,034	Closed	-$478K	–	123
2022 Q1	$478K	Hold	20,034	–	–	0.61%	38
2021 Q4	$490K	Hold	20,034	–	–	0.65%	37
2021 Q3	$453K	Hold	20,034	–	–	0.69%	37
2021 Q2	$457K	Hold	20,034	–	–	0.72%	34
2021 Q1	$439K	Sell	20,034 -3,351	-14%	-$69.8K	0.78%	33
2020 Q4	$464K	Hold	23,385	–	–	0.91%	30
2020 Q3	$407K	Hold	23,385	–	–	1.05%	24
2020 Q2	$391K	Hold	23,385	–	–	1.26%	19
2020 Q1	$345K	Sell	23,385 -25,239	-52%	-$463K	1.57%	18
2019 Q4	$974K	Buy	+48,624	New	+$942K	2.99%	12

Other funds holding SCHV

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

RRWA

Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return

MAG

Mokosak Advisory Group Urbandale, Iowa $462M AUM 25.98% 1-Year Est. Return

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

Mayfair Advisory Group increased its Schwab US Large-Cap Value ETF (SCHV) stake by 0.45% in Q2 2026, buying an estimated $3.62K and bringing the position to 24,507 shares worth $839K. The position accounts for 0.25% of the portfolio, ranked #68.

Mayfair Advisory Group first reported a position in SCHV in Q4 2019 and has held it in 21 quarters since. The position peaked at $974K in Q4 2019. 766 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

Mayfair Advisory Group held 24,507 shares of Schwab US Large-Cap Value ETF worth $839K as of Q2 2026.
Mayfair Advisory Group bought 110 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $3.62K.
Schwab US Large-Cap Value ETF made up 0.25% of Mayfair Advisory Group's portfolio in Q2 2026, its #68 holding.
Mayfair Advisory Group first reported a position in Schwab US Large-Cap Value ETF in Q4 2019 and has held it in 21 quarters since.
Mayfair Advisory Group's Schwab US Large-Cap Value ETF position peaked at $974K in Q4 2019.
766 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Mayfair Advisory Group's 13F filing for Q2 2026, filed 11 Aug 2026.