OA
SCHV

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

Operose 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 		$81.1K Sell
2,330
-1,374
-37% -$45.3K 0.02% 262
2026
Q1 		$113K Buy
3,704
+2,915
+369% +$90.8K 0.03% 203
2025
Q4 		$23.4K Hold
789
– – 0.01% 335
2025
Q3 		$23K Buy
+789
New +$22.4K 0.01% 314
2025
Q1 		– Sell
-918
Closed -$23.9K – 444
2024
Q4 		$23.9K Buy
+918
New +$24.8K 0.01% 262

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
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
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Osaic Holdings
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
SC
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

Operose Advisors's SCHV Position: Q2 2026 in Review

Operose Advisors reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 37% in Q2 2026, selling an estimated $45.3K and leaving 2,330 shares worth $81.1K. The position accounts for 0.02% of the portfolio, ranked #262.

Operose Advisors first reported a position in SCHV in Q4 2024 and has held it in 5 quarters since. The position peaked at $113K in Q1 2026. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Operose Advisors held 2,330 shares of Schwab US Large-Cap Value ETF worth $81.1K as of Q2 2026.
  • Operose Advisors sold 1,374 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $45.3K.
  • Schwab US Large-Cap Value ETF made up 0.02% of Operose Advisors's portfolio in Q2 2026, its #262 holding.
  • Operose Advisors first reported a position in Schwab US Large-Cap Value ETF in Q4 2024 and has held it in 5 quarters since.
  • Operose Advisors's Schwab US Large-Cap Value ETF position peaked at $113K in Q1 2026.
  • 991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Operose Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.