MA
SCHV

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

MONECO 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 		$283K Sell
8,128
-291
-3% -$9.59K 0.02% 493
2026
Q1 		$257K Buy
8,419
+79
+0.9% +$2.46K 0.02% 443
2025
Q4 		$247K Sell
8,340
-5,032
-38% -$147K 0.02% 441
2025
Q3 		$389K Sell
13,372
-166
-1% -$4.72K 0.03% 345
2025
Q2 		$375K Sell
13,538
-411
-3% -$10.8K 0.03% 345
2025
Q1 		$371K Sell
13,949
-653
-4% -$17.5K 0.04% 329
2024
Q4 		$381K Buy
14,602
+43
+0.3% +$1.16K 0.04% 330
2024
Q3 		$390K Sell
14,559
-765
-5% -$19.7K 0.05% 297
2024
Q2 		$378K Sell
15,324
-231
-1% -$5.71K 0.06% 275
2024
Q1 		$394K Buy
15,555
+159
+1% +$3.81K 0.06% 270
2023
Q4 		$360K Buy
15,396
+2,793
+22% +$61.1K 0.07% 258
2023
Q3 		$271K Sell
12,603
-2,637
-17% -$59.2K 0.07% 267
2023
Q2 		$341K Buy
15,240
+45
+0.3% +$983 0.09% 234
2023
Q1 		$332K Sell
15,195
-636
-4% -$14.1K 0.1% 226
2022
Q4 		$348K Sell
15,831
-381
-2% -$8.25K 0.13% 178
2022
Q3 		$316K Sell
16,212
-2,967
-15% -$63.9K 0.13% 177
2022
Q2 		$399K Buy
19,179
+42
+0.2% +$943 0.15% 144
2022
Q1 		$455K Buy
19,137
+36
+0.2% +$852 0.17% 131
2021
Q4 		$454K Sell
19,101
-7,218
-27% -$171K 0.17% 134
2021
Q3 		$592K Sell
26,319
-11,445
-30% -$265K 0.23% 97
2021
Q2 		$861K Sell
37,764
-6,672
-15% -$151K 0.4% 64
2021
Q1 		$967K Buy
+44,436
New +$926K 0.47% 54

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

MONECO Advisors's SCHV Position: Q2 2026 in Review

MONECO Advisors reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 3.5% in Q2 2026, selling an estimated $9.59K and leaving 8,128 shares worth $283K. The position accounts for 0.02% of the portfolio, ranked #493.

MONECO Advisors first reported a position in SCHV in Q1 2021 and has held it in 22 quarters since. The position peaked at $967K in Q1 2021. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • MONECO Advisors held 8,128 shares of Schwab US Large-Cap Value ETF worth $283K as of Q2 2026.
  • MONECO Advisors sold 291 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $9.59K.
  • Schwab US Large-Cap Value ETF made up 0.02% of MONECO Advisors's portfolio in Q2 2026, its #493 holding.
  • MONECO Advisors first reported a position in Schwab US Large-Cap Value ETF in Q1 2021 and has held it in 22 quarters since.
  • MONECO Advisors's Schwab US Large-Cap Value ETF position peaked at $967K in Q1 2021.
  • 991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on MONECO Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.