MA
SCHV

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

Modus 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
Q1 		– Sell
-93
Closed -$2.75K – 296
2025
Q4 		$2.75K Buy
+93
New +$2.72K ﹤0.01% 316
2025
Q1 		– Sell
-135
Closed -$3.52K – 266
2024
Q4 		$3.52K Buy
+135
New +$3.65K ﹤0.01% 267
2021
Q3 		– Sell
-210
Closed -$5K – 213
2021
Q2 		$5K Buy
+210
New +$4.76K ﹤0.01% 233

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
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Modus Advisors's SCHV Position: Q1 2026 in Review

Modus Advisors sold out of Schwab US Large-Cap Value ETF (SCHV) in Q1 2026, closing a stake of 93 shares — an estimated $2.75K sold.

Modus Advisors first reported a position in SCHV in Q2 2021 and held it in 3 quarters. The position peaked at $5K in Q2 2021. 969 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

  • Modus Advisors reported no remaining Schwab US Large-Cap Value ETF position as of Q1 2026 after selling out during the quarter.
  • Modus Advisors sold 93 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $2.75K.
  • Modus Advisors first reported a position in Schwab US Large-Cap Value ETF in Q2 2021 and held it in 3 quarters.
  • Modus Advisors's Schwab US Large-Cap Value ETF position peaked at $5K in Q2 2021.
  • 969 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

Based on Modus Advisors's 13F filing for Q1 2026, filed 4 May 2026.