MA
SCHV

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

Mutual 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 		$17M Sell
556,876
-42,447
-7% -$1.32M 0.36% 42
2025
Q4 		$17.7M Sell
599,323
-7,011
-1% -$205K 0.38% 35
2025
Q3 		$17.7M Buy
606,334
+5,106
+0.8% +$145K 0.39% 35
2025
Q2 		$17.1M Buy
601,228
+6,904
+1% +$181K 0.43% 32
2025
Q1 		$15.2M Buy
594,324
+4,801
+0.8% +$129K 0.43% 34
2024
Q4 		$15.7M Sell
589,523
-1,138,159
-66% -$30.7M 0.46% 27
2024
Q3 		$15.5M Buy
1,727,682
+1,150,677
+199% +$29.6M 0.45% 29
2024
Q2 		$14.8M Buy
577,005
+237
+0% +$5.86K 0.45% 28
2024
Q1 		$14.6M Sell
576,768
-648
-0.1% -$15.5K 0.47% 29
2023
Q4 		$13.5M Buy
577,416
+62,556
+12% +$1.37M 0.47% 31
2023
Q3 		$11.1M Sell
514,860
-8,139
-2% -$183K 0.43% 34
2023
Q2 		$11.7M Sell
522,999
-15,600
-3% -$341K 0.44% 33
2023
Q1 		$11.8M Sell
538,599
-11,625
-2% -$258K 0.48% 25
2022
Q4 		$12.1M Sell
550,224
-8,103
-1% -$175K 0.54% 25
2022
Q3 		$10.9M Buy
558,327
+11,001
+2% +$237K 0.56% 21
2022
Q2 		$11.4M Sell
547,326
-13,380
-2% -$300K 0.75% 14
2022
Q1 		$13.3M Sell
560,706
-20,340
-4% -$482K 0.75% 17
2021
Q4 		$14.2M Sell
581,046
-2,847
-0.5% -$67.4K 0.75% 15
2021
Q3 		$13.1M Buy
583,893
+13,629
+2% +$315K 0.78% 13
2021
Q2 		$13M Buy
570,264
+167,919
+42% +$3.81M 0.77% 13
2021
Q1 		$8.76M Buy
402,345
+9,456
+2% +$197K 0.6% 24
2020
Q4 		$7.8M Buy
392,889
+31,611
+9% +$591K 0.58% 26
2020
Q3 		$6.29M Buy
361,278
+23,547
+7% +$412K 0.55% 31
2020
Q2 		$5.64M Buy
337,731
+37,266
+12% +$608K 0.55% 28
2020
Q1 		$4.43M Buy
300,465
+37,278
+14% +$683K 0.6% 33
2019
Q4 		$5.27M Buy
263,187
+55,839
+27% +$1.08M 0.56% 34
2019
Q3 		$3.92M Buy
207,348
+9,873
+5% +$185K 0.52% 41
2019
Q2 		$3.69M Buy
197,475
+16,080
+9% +$297K 0.48% 38
2019
Q1 		$3.31M Buy
181,395
+2,322
+1% +$41.2K 0.49% 37
2018
Q4 		$2.94M Buy
179,073
+81,567
+84% +$1.44M 0.58% 28
2018
Q3 		$1.82M Sell
97,506
-2,772
-3% -$51.4K 0.28% 83
2018
Q2 		$1.78M Buy
100,278
+9,057
+10% +$162K 0.4% 58
2018
Q1 		$1.61M Buy
91,221
+17,790
+24% +$326K 0.41% 54
2017
Q4 		$1.34M Buy
+73,431
New +$1.31M 0.51% 59

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Mutual Advisors's SCHV Position: Q1 2026 in Review

Mutual Advisors reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 7.1% in Q1 2026, selling an estimated $1.32M and leaving 556,876 shares worth $17M. The position accounts for 0.36% of the portfolio, ranked #42.

Mutual Advisors first reported a position in SCHV in Q4 2017 and has held it in 34 quarters since. The position peaked at $17.7M in Q4 2025. 962 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

  • Mutual Advisors held 556,876 shares of Schwab US Large-Cap Value ETF worth $17M as of Q1 2026.
  • Mutual Advisors sold 42,447 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $1.32M.
  • Schwab US Large-Cap Value ETF made up 0.36% of Mutual Advisors's portfolio in Q1 2026, its #42 holding.
  • Mutual Advisors first reported a position in Schwab US Large-Cap Value ETF in Q4 2017 and has held it in 34 quarters since.
  • Mutual Advisors's Schwab US Large-Cap Value ETF position peaked at $17.7M in Q4 2025.
  • 962 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

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