MCA
SCHV

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

Millennium 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 		$308K Sell
8,851
-1
-0% -$33 0.17% 106
2026
Q1 		$270K Sell
8,852
-600
-6% -$18.7K 0.17% 103
2025
Q4 		$280K Sell
9,452
-900
-9% -$26.3K 0.17% 110
2025
Q3 		$301K Sell
10,352
-1,505
-13% -$42.8K 0.18% 102
2025
Q2 		$328K Hold
11,857
– – 0.22% 84
2025
Q1 		$315K Hold
11,857
– – 0.23% 84
2024
Q4 		$309K Sell
11,857
-1,052
-8% -$28.4K 0.21% 80
2024
Q3 		$346K Sell
12,909
-300
-2% -$7.71K 0.23% 76
2024
Q2 		$326K Sell
13,209
-300
-2% -$7.41K 0.22% 77
2024
Q1 		$342K Hold
13,509
– – 0.24% 76
2023
Q4 		$316K Sell
13,509
-585
-4% -$12.8K 0.24% 77
2023
Q3 		$303K Buy
14,094
+162
+1% +$3.64K 0.26% 70
2023
Q2 		$312K Sell
13,932
-288
-2% -$6.29K 0.26% 71
2023
Q1 		$311K Buy
14,220
+162
+1% +$3.6K 0.28% 68
2022
Q4 		$309K Sell
14,058
-288
-2% -$6.24K 0.31% 66
2022
Q3 		$280K Sell
14,346
-1,488
-9% -$32K 0.3% 68
2022
Q2 		$329K Sell
15,834
-1,032
-6% -$23.2K 0.32% 59
2022
Q1 		$401K Buy
16,866
+9
+0.1% +$213 0.32% 59
2021
Q4 		$411K Buy
+16,857
New +$399K 0.32% 59

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

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

Millennium Capital Advisors reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 0.01% in Q2 2026, selling an estimated $33 and leaving 8,851 shares worth $308K. The position accounts for 0.17% of the portfolio, ranked #106.

Millennium Capital Advisors first reported a position in SCHV in Q4 2021 and has held it in 19 quarters since. The position peaked at $411K in Q4 2021. 990 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Millennium Capital Advisors held 8,851 shares of Schwab US Large-Cap Value ETF worth $308K as of Q2 2026.
  • Millennium Capital Advisors sold 1 Schwab US Large-Cap Value ETF share in Q2 2026, an estimated $33.
  • Schwab US Large-Cap Value ETF made up 0.17% of Millennium Capital Advisors's portfolio in Q2 2026, its #106 holding.
  • Millennium Capital Advisors first reported a position in Schwab US Large-Cap Value ETF in Q4 2021 and has held it in 19 quarters since.
  • Millennium Capital Advisors's Schwab US Large-Cap Value ETF position peaked at $411K in Q4 2021.
  • 990 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Millennium Capital Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.