MCA
SCHV

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

McGuire Capital 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 		$15.1K Hold
435
– – 0.01% 358
2026
Q1 		$13.3K Hold
435
– – 0.01% 352
2025
Q4 		$12.9K Buy
+435
New +$12.7K 0.01% 370

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

McGuire Capital Advisors's SCHV Position: Q2 2026 in Review

McGuire Capital Advisors held its Schwab US Large-Cap Value ETF (SCHV) position steady in Q2 2026 at 435 shares worth $15.1K. The position accounts for 0.01% of the portfolio, ranked #358.

McGuire Capital Advisors first reported a position in SCHV in Q4 2025 and has held it in 3 quarters since. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • McGuire Capital Advisors held 435 shares of Schwab US Large-Cap Value ETF worth $15.1K as of Q2 2026.
  • McGuire Capital Advisors left its Schwab US Large-Cap Value ETF share count unchanged in Q2 2026.
  • Schwab US Large-Cap Value ETF made up 0.01% of McGuire Capital Advisors's portfolio in Q2 2026, its #358 holding.
  • McGuire Capital Advisors first reported a position in Schwab US Large-Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on McGuire Capital Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.