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

Medallion Wealth 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	$174K	Sell	4,985 -555	-10%	-$18.3K	0.05%	254
2026 Q1	$169K	Buy	5,540 +13	+0.2%	+$405	0.06%	274
2025 Q4	$164K	Sell	5,527 -315	-5%	-$9.21K	0.06%	269
2025 Q3	$170K	Buy	5,842 +838	+17%	+$23.8K	0.06%	253
2025 Q2	$140K	Sell	5,004 -1,746	-26%	-$45.9K	0.05%	292
2025 Q1	$179K	Buy	6,750 +654	+11%	+$17.6K	0.08%	215
2024 Q4	$159K	Buy	+6,096	New	+$165K	0.08%	215

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

Medallion Wealth Advisors's SCHV Position: Q2 2026 in Review

Medallion Wealth Advisors reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 10% in Q2 2026, selling an estimated $18.3K and leaving 4,985 shares worth $174K. The position accounts for 0.05% of the portfolio, ranked #254.

Medallion Wealth Advisors first reported a position in SCHV in Q4 2024 and has held it in 7 quarters since. The position peaked at $179K in Q1 2025. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

Medallion Wealth Advisors held 4,985 shares of Schwab US Large-Cap Value ETF worth $174K as of Q2 2026.
Medallion Wealth Advisors sold 555 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $18.3K.
Schwab US Large-Cap Value ETF made up 0.05% of Medallion Wealth Advisors's portfolio in Q2 2026, its #254 holding.
Medallion Wealth Advisors first reported a position in Schwab US Large-Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
Medallion Wealth Advisors's Schwab US Large-Cap Value ETF position peaked at $179K in Q1 2025.
991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

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