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

MCF 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 Q3	–	Sell	-4,498	Closed	-$157K	–	1145
2026 Q2	$157K	Buy	+4,498	New	+$148K	0.01%	468
2015 Q4	–	Sell	-123	Closed	-$2K	–	483
2015 Q3	$2K	Hold	123	–	–	﹤0.01%	416
2015 Q2	$2K	Sell	123 -219	-64%	-$3.22K	﹤0.01%	418
2015 Q1	$5K	Sell	342 -1,194	-78%	-$17.4K	﹤0.01%	375
2014 Q4	$23K	Buy	1,536 +171	+13%	+$2.47K	0.01%	237
2014 Q3	$19K	Buy	1,365 +51	+4%	+$730	0.01%	254
2014 Q2	$18K	Buy	1,314 +156	+13%	+$2.18K	0.01%	257
2014 Q1	$16K	Sell	1,158 -399	-26%	-$5.35K	0.01%	270
2013 Q4	$21K	Buy	+1,557	New	+$20.3K	0.01%	226

Other funds holding SCHV

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return

Mokosak Advisory Group Urbandale, Iowa $454M AUM 14.41% 1-Year Est. Return

Rainey & Randall Wealth Advisors Celebration, Florida $698M AUM 11.67% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

Black Diamond Financial Towson, Maryland $1.18B AUM 15.24% 1-Year Est. Return

MCF Advisors's SCHV Position: Q3 2026 in Review

MCF Advisors sold out of Schwab US Large-Cap Value ETF (SCHV) in Q3 2026, closing a stake of 4,498 shares — an estimated $157K sold.

MCF Advisors first reported a position in SCHV in Q4 2013 and held it in 9 quarters. The position peaked at $157K in Q2 2026. 493 funds tracked by Wall St. Rank hold SCHV as of Q3 2026.

MCF Advisors reported no remaining Schwab US Large-Cap Value ETF position as of Q3 2026 after selling out during the quarter.
MCF Advisors sold 4,498 Schwab US Large-Cap Value ETF shares in Q3 2026, an estimated $157K.
MCF Advisors first reported a position in Schwab US Large-Cap Value ETF in Q4 2013 and held it in 9 quarters.
MCF Advisors's Schwab US Large-Cap Value ETF position peaked at $157K in Q2 2026.
493 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2026.

Based on MCF Advisors's 13F filing for Q3 2026, filed 28 Oct 2026.