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

Milestone Investment 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	$769K	Buy	22,084 +180	+0.8%	+$5.93K	0.17%	56
2026 Q1	$668K	Hold	21,904	–	–	0.16%	57
2025 Q4	$649K	Buy	21,904 +119	+0.5%	+$3.48K	0.16%	55
2025 Q3	$634K	Hold	21,785	–	–	0.16%	54
2025 Q2	$603K	Sell	21,785 -10,284	-32%	-$270K	0.16%	58
2025 Q1	$852K	Hold	32,069	–	–	0.24%	51
2024 Q4	$836K	Buy	32,069 +923	+3%	+$24.9K	0.23%	51
2024 Q3	$834K	Hold	31,146	–	–	0.23%	48
2024 Q2	$769K	Sell	31,146 -240	-0.8%	-$5.93K	0.2%	50
2024 Q1	$795K	Sell	31,386 -4,560	-13%	-$109K	0.21%	48
2023 Q4	$840K	Hold	35,946	–	–	0.24%	47
2023 Q3	$772K	Sell	35,946 -2,754	-7%	-$61.8K	0.22%	49
2023 Q2	$865K	Sell	38,700 -321	-0.8%	-$7.01K	0.27%	45
2023 Q1	$853K	Hold	39,021	–	–	0.26%	43
2022 Q4	$859K	Buy	+39,021	New	+$845K	0.3%	41

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 Investment Advisors's SCHV Position: Q2 2026 in Review

Milestone Investment Advisors increased its Schwab US Large-Cap Value ETF (SCHV) stake by 0.82% in Q2 2026, buying an estimated $5.93K and bringing the position to 22,084 shares worth $769K. The position accounts for 0.17% of the portfolio, ranked #56.

Milestone Investment Advisors first reported a position in SCHV in Q4 2022 and has held it in 15 quarters since. The position peaked at $865K in Q2 2023. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

Milestone Investment Advisors held 22,084 shares of Schwab US Large-Cap Value ETF worth $769K as of Q2 2026.
Milestone Investment Advisors bought 180 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $5.93K.
Schwab US Large-Cap Value ETF made up 0.17% of Milestone Investment Advisors's portfolio in Q2 2026, its #56 holding.
Milestone Investment Advisors first reported a position in Schwab US Large-Cap Value ETF in Q4 2022 and has held it in 15 quarters since.
Milestone Investment Advisors's Schwab US Large-Cap Value ETF position peaked at $865K in Q2 2023.
991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

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