Mirador Capital Partners’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Mirador Capital Partners’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 Q3	$372K	Sell	11,180 -12	-0.1%	-$413	0.04%	175
2026 Q2	$390K	Buy	11,192 +109	+1%	+$3.59K	0.05%	171
2026 Q1	$338K	Buy	11,083 +298	+3%	+$9.28K	0.05%	166
2025 Q4	$319K	Sell	10,785 -1,643	-13%	-$48K	0.04%	166
2025 Q3	$362K	Sell	12,428 -145	-1%	-$4.12K	0.05%	167
2025 Q2	$348K	Sell	12,573 -414	-3%	-$10.9K	0.06%	160
2025 Q1	$345K	Sell	12,987 -516	-4%	-$13.8K	0.06%	156
2024 Q4	$352K	Buy	13,503 +387	+3%	+$10.4K	0.06%	150
2024 Q3	$351K	Sell	13,116 -246	-2%	-$6.32K	0.06%	155
2024 Q2	$330K	Buy	13,362 +531	+4%	+$13.1K	0.06%	148
2024 Q1	$325K	Buy	12,831 +1,797	+16%	+$43.1K	0.06%	152
2023 Q4	$258K	Buy	+11,034	New	+$241K	0.05%	162
2020 Q1	–	Sell	-10,731	Closed	-$215K	–	165
2019 Q4	$215K	Sell	10,731 -8,667	-45%	-$168K	0.09%	165
2019 Q3	$367K	Sell	19,398 -345	-2%	-$6.46K	0.16%	123
2019 Q2	$369K	Buy	19,743 +5,595	+40%	+$103K	0.18%	99
2019 Q1	$258K	Buy	14,148 +264	+2%	+$4.69K	0.14%	120
2018 Q4	$228K	Sell	13,884 -261	-2%	-$4.62K	0.14%	122
2018 Q3	$264K	Buy	14,145 +168	+1%	+$3.11K	0.13%	130
2018 Q2	$247K	Buy	13,977 +1,086	+8%	+$19.4K	0.13%	122
2018 Q1	$227K	Sell	12,891 -10,263	-44%	-$188K	0.16%	108
2017 Q4	$422K	Buy	23,154 +909	+4%	+$16.2K	0.23%	85
2017 Q3	$386K	Buy	22,245 +39	+0.2%	+$660	0.23%	89
2017 Q2	$378K	Sell	22,206 -192	-0.9%	-$3.19K	0.23%	89
2017 Q1	$371K	Buy	22,398 +2,121	+10%	+$34.9K	0.27%	85
2016 Q4	$325K	Buy	20,277 +1,860	+10%	+$28.8K	0.26%	90
2016 Q3	$280K	Buy	18,417 +363	+2%	+$5.54K	0.25%	85
2016 Q2	$275K	Buy	18,054 +1,104	+7%	+$16.2K	0.28%	82
2016 Q1	$244K	Buy	+16,950	New	+$232K	0.27%	81

Other funds holding SCHV

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

CFG

Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

Veery Capital Wilmington, Delaware $375M AUM 14.26% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Persium Advisors Atlanta, Georgia $191M AUM 23.01% 1-Year Est. Return

MWP

Meriwether Wealth & Planning Minden, Louisiana $222M AUM 15.77% 1-Year Est. Return

Friday Financial Dubuque, Iowa $506M AUM 14.2% 1-Year Est. Return

CIA

Cape Investment Advisory Mcdonough, Georgia $388M AUM 17.15% 1-Year Est. Return

Mirador Capital Partners's SCHV Position: Q3 2026 in Review

Mirador Capital Partners reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 0.11% in Q3 2026, selling an estimated $413 and leaving 11,180 shares worth $372K. The position accounts for 0.04% of the portfolio, ranked #175.

Mirador Capital Partners first reported a position in SCHV in Q1 2016 and has held it in 28 quarters since. The position peaked at $422K in Q4 2017. 93 funds tracked by Wall St. Rank hold SCHV as of Q3 2026.

Mirador Capital Partners held 11,180 shares of Schwab US Large-Cap Value ETF worth $372K as of Q3 2026.
Mirador Capital Partners sold 12 Schwab US Large-Cap Value ETF shares in Q3 2026, an estimated $413.
Schwab US Large-Cap Value ETF made up 0.04% of Mirador Capital Partners's portfolio in Q3 2026, its #175 holding.
Mirador Capital Partners first reported a position in Schwab US Large-Cap Value ETF in Q1 2016 and has held it in 28 quarters since.
Mirador Capital Partners's Schwab US Large-Cap Value ETF position peaked at $422K in Q4 2017.
93 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2026.

Based on Mirador Capital Partners's 13F filing for Q3 2026, filed 9 Oct 2026.