Milestone Asset Management Group’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Milestone Asset Management 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	$371K	Buy	10,648 +29	+0.3%	+$955	0.19%	100
2026 Q1	$324K	Buy	10,619 +35	+0.3%	+$1.09K	0.19%	96
2025 Q4	$313K	Buy	10,584 +44	+0.4%	+$1.29K	0.18%	94
2025 Q3	$307K	Buy	10,540 +42	+0.4%	+$1.19K	0.19%	90
2025 Q2	$290K	Buy	10,498 +45	+0.4%	+$1.18K	0.22%	82
2025 Q1	$278K	Buy	10,453 +41	+0.4%	+$1.1K	0.25%	78
2024 Q4	$271K	Buy	+10,412	New	+$281K	0.24%	79

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

Milestone Asset Management Group's SCHV Position: Q2 2026 in Review

Milestone Asset Management Group increased its Schwab US Large-Cap Value ETF (SCHV) stake by 0.27% in Q2 2026, buying an estimated $955 and bringing the position to 10,648 shares worth $371K. The position accounts for 0.19% of the portfolio, ranked #100.

Milestone Asset Management Group first reported a position in SCHV in Q4 2024 and has held it in 7 quarters since. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

Milestone Asset Management Group held 10,648 shares of Schwab US Large-Cap Value ETF worth $371K as of Q2 2026.
Milestone Asset Management Group bought 29 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $955.
Schwab US Large-Cap Value ETF made up 0.19% of Milestone Asset Management Group's portfolio in Q2 2026, its #100 holding.
Milestone Asset Management Group first reported a position in Schwab US Large-Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Milestone Asset Management Group's 13F filing for Q2 2026, filed 30 Jul 2026.