N.E.W. Advisory Services’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

N.E.W. Advisory Services’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	$146K	Hold	4,183	–	–	0.01%	252
2026 Q1	$128K	Buy	4,183 +3,000	+254%	+$93.5K	0.01%	261
2025 Q4	$35K	Buy	1,183 +166	+16%	+$4.85K	﹤0.01%	408
2025 Q3	$29.6K	Hold	1,017	–	–	﹤0.01%	396
2025 Q2	$28.1K	Hold	1,017	–	–	﹤0.01%	399
2025 Q1	$27K	Buy	+1,017	New	+$27.3K	﹤0.01%	453

Other funds holding SCHV

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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

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

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

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

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

N.E.W. Advisory Services's SCHV Position: Q2 2026 in Review

N.E.W. Advisory Services held its Schwab US Large-Cap Value ETF (SCHV) position steady in Q2 2026 at 4,183 shares worth $146K. The position accounts for 0.01% of the portfolio, ranked #252.

N.E.W. Advisory Services first reported a position in SCHV in Q1 2025 and has held it in 6 quarters since. 987 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

N.E.W. Advisory Services held 4,183 shares of Schwab US Large-Cap Value ETF worth $146K as of Q2 2026.
N.E.W. Advisory Services left its Schwab US Large-Cap Value ETF share count unchanged in Q2 2026.
Schwab US Large-Cap Value ETF made up 0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #252 holding.
N.E.W. Advisory Services first reported a position in Schwab US Large-Cap Value ETF in Q1 2025 and has held it in 6 quarters since.
987 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.