NI Acquisitions Company’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

NI Acquisitions Company’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	$120K	Buy	+990	New	+$32.6K	0.05%	82

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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

NI Acquisitions Company's SCHV Position: Q2 2026 in Review

NI Acquisitions Company opened a new position in Schwab US Large-Cap Value ETF (SCHV) in Q2 2026: 990 shares worth $120K. The stake represents 0.05% of the portfolio and ranks #82 among its holdings.

955 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

NI Acquisitions Company held 990 shares of Schwab US Large-Cap Value ETF worth $120K as of Q2 2026.
Schwab US Large-Cap Value ETF was a new NI Acquisitions Company position in Q2 2026.
Schwab US Large-Cap Value ETF made up 0.05% of NI Acquisitions Company's portfolio in Q2 2026, its #82 holding.
955 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on NI Acquisitions Company's 13F filing for Q2 2026, filed 5 Aug 2026.