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 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%	+$2.17K	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

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

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

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

MCF Advisors's SCHV Position: Q2 2026 in Review

MCF Advisors opened a new position in Schwab US Large-Cap Value ETF (SCHV) in Q2 2026: 4,498 shares worth $157K. The stake represents 0.01% of the portfolio and ranks #468 among its holdings. This is a return to the name: MCF Advisors previously reported a position in SCHV as recently as Q3 2015.

MCF Advisors first reported a position in SCHV in Q4 2013 and has held it in 9 quarters since. 993 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

MCF Advisors held 4,498 shares of Schwab US Large-Cap Value ETF worth $157K as of Q2 2026.
Schwab US Large-Cap Value ETF was a new MCF Advisors position in Q2 2026.
Schwab US Large-Cap Value ETF made up 0.01% of MCF Advisors's portfolio in Q2 2026, its #468 holding.
MCF Advisors first reported a position in Schwab US Large-Cap Value ETF in Q4 2013 and has held it in 9 quarters since.
993 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on MCF Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.