MYIA
SCHV

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

Mount Yale 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 		$551K Buy
15,826
+5,218
+49% +$172K 0.01% 749
2026
Q1 		$324K Buy
+10,608
New +$330K 0.01% 864

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 22.9% 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

Mount Yale Investment Advisors's SCHV Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its Schwab US Large-Cap Value ETF (SCHV) stake by 49% in Q2 2026, buying an estimated $172K and bringing the position to 15,826 shares worth $551K. The position accounts for 0.01% of the portfolio, ranked #749.

Mount Yale Investment Advisors first reported a position in SCHV in Q1 2026 and has held it in 2 quarters since. 995 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Mount Yale Investment Advisors held 15,826 shares of Schwab US Large-Cap Value ETF worth $551K as of Q2 2026.
  • Mount Yale Investment Advisors bought 5,218 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $172K.
  • Schwab US Large-Cap Value ETF made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #749 holding.
  • Mount Yale Investment Advisors first reported a position in Schwab US Large-Cap Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 995 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.