NL
SCHV

NorthAvenue LLC’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

NorthAvenue LLC’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 		$4.25K Hold
122
– – ﹤0.01% 182
2026
Q1 		$3.72K Hold
122
– – ﹤0.01% 164
2025
Q4 		$3.61K Buy
+122
New +$3.57K ﹤0.01% 173

Other funds holding SCHV

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GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
HWM
HRC Wealth Management Moscow, Idaho $244M AUM 21.86% 1-Year Est. Return
VC
Veery Capital Wilmington, Delaware $372M AUM 21.43% 1-Year Est. Return
NCMW
Northern Capital Management (Washington) Spokane, Washington $198M AUM 24.66% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
SMBT
Southern Michigan Bank & Trust Coldwater, Michigan $281M AUM

NorthAvenue LLC's SCHV Position: Q2 2026 in Review

NorthAvenue LLC held its Schwab US Large-Cap Value ETF (SCHV) position steady in Q2 2026 at 122 shares worth $4.25K. The position accounts for ﹤0.01% of the portfolio, ranked #182.

NorthAvenue LLC first reported a position in SCHV in Q4 2025 and has held it in 3 quarters since. 259 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • NorthAvenue LLC held 122 shares of Schwab US Large-Cap Value ETF worth $4.25K as of Q2 2026.
  • NorthAvenue LLC 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 NorthAvenue LLC's portfolio in Q2 2026, its #182 holding.
  • NorthAvenue LLC first reported a position in Schwab US Large-Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 259 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on NorthAvenue LLC's 13F filing for Q2 2026, filed 21 Jul 2026.