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 Q1	$324K	Buy	+10,608	New	+$330K	0.01%	864

Other funds holding SCHV

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 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 $13.3B AUM 18.65% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Mount Yale Investment Advisors's SCHV Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in Schwab US Large-Cap Value ETF (SCHV) in Q1 2026: 10,608 shares worth $324K. The stake represents 0.01% of the portfolio and ranks #864 among its holdings.

966 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

Mount Yale Investment Advisors held 10,608 shares of Schwab US Large-Cap Value ETF worth $324K as of Q1 2026.
Schwab US Large-Cap Value ETF was a new Mount Yale Investment Advisors position in Q1 2026.
Schwab US Large-Cap Value ETF made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #864 holding.
966 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.