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SCHV

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

Networth 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 		– Sell
-2,253
Closed -$68.7K – 425
2026
Q1 		$68.7K Buy
+2,253
New +$70.2K 0.05% 83

Other funds holding SCHV

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
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
RRWA
Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return
MAG
Mokosak Advisory Group Urbandale, Iowa $462M AUM 25.98% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Networth Advisors's SCHV Position: Q2 2026 in Review

Networth Advisors sold out of Schwab US Large-Cap Value ETF (SCHV) in Q2 2026, closing a stake of 2,253 shares — an estimated $68.7K sold.

Networth Advisors first reported a position in SCHV in Q1 2026 and held it in 1 quarter. The position peaked at $68.7K in Q1 2026. 634 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Networth Advisors reported no remaining Schwab US Large-Cap Value ETF position as of Q2 2026 after selling out during the quarter.
  • Networth Advisors sold 2,253 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $68.7K.
  • Networth Advisors first reported a position in Schwab US Large-Cap Value ETF in Q1 2026 and held it in 1 quarter.
  • Networth Advisors's Schwab US Large-Cap Value ETF position peaked at $68.7K in Q1 2026.
  • 634 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Networth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.