Pacific Capital Wealth Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Pacific Capital Wealth 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	$1.03M	Hold	29,725	–	–	0.16%	42
2026 Q1	$907K	Hold	29,725	–	–	0.15%	42
2025 Q4	$880K	Hold	29,725	–	–	0.15%	41
2025 Q3	$865K	Hold	29,725	–	–	0.15%	41
2025 Q2	$831K	Sell	29,725 -20,528	-41%	-$540K	0.15%	41
2025 Q1	$1.34M	Buy	50,253 +52	+0.1%	+$1.4K	0.23%	34
2024 Q4	$1.31M	Sell	50,201 -1,936	-4%	-$52.3K	0.22%	39
2024 Q3	$1.4M	Sell	52,137 -5,232	-9%	-$134K	0.23%	37
2024 Q2	$1.42M	Sell	57,369 -222	-0.4%	-$5.49K	0.26%	34
2024 Q1	$1.46M	Buy	57,591 +6,645	+13%	+$159K	0.34%	32
2023 Q4	$1.19M	Sell	50,946 -759	-1%	-$16.6K	0.3%	35
2023 Q3	$1.11M	Buy	51,705 +63	+0.1%	+$1.42K	0.31%	37
2023 Q2	$1.15M	Buy	51,642 +6,843	+15%	+$149K	0.29%	37
2023 Q1	$979K	Buy	44,799 +54	+0.1%	+$1.2K	0.25%	45
2022 Q4	$985K	Sell	44,745 -4,548	-9%	-$98.5K	0.25%	50
2022 Q3	$961K	Buy	49,293 +1,008	+2%	+$21.7K	0.26%	50
2022 Q2	$1M	Sell	48,285 -117	-0.2%	-$2.63K	0.28%	51
2022 Q1	$1.15M	Buy	48,402 +1,923	+4%	+$45.5K	0.33%	52
2021 Q4	$1.13M	Buy	46,479 +1,185	+3%	+$28.1K	0.33%	52
2021 Q3	$1.02M	Buy	45,294 +60	+0.1%	+$1.39K	0.32%	51
2021 Q2	$1.03M	Buy	45,234 +60	+0.1%	+$1.36K	0.52%	44
2021 Q1	$983K	Sell	45,174 -1,434	-3%	-$29.9K	0.55%	39
2020 Q4	$925K	Sell	46,608 -450	-1%	-$8.41K	0.53%	41
2020 Q3	$819K	Sell	47,058 -3,411	-7%	-$59.7K	0.49%	40
2020 Q2	$843K	Buy	50,469 +159	+0.3%	+$2.6K	0.57%	37
2020 Q1	$742K	Sell	50,310 -3,612	-7%	-$66.2K	0.56%	35
2019 Q4	$1.08M	Buy	+53,922	New	+$1.04M	0.72%	33

Other funds holding SCHV

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

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

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

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

Pacific Capital Wealth Advisors's SCHV Position: Q2 2026 in Review

Pacific Capital Wealth Advisors held its Schwab US Large-Cap Value ETF (SCHV) position steady in Q2 2026 at 29,725 shares worth $1.03M. The position accounts for 0.16% of the portfolio, ranked #42.

Pacific Capital Wealth Advisors first reported a position in SCHV in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.46M in Q1 2024. 264 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

Pacific Capital Wealth Advisors held 29,725 shares of Schwab US Large-Cap Value ETF worth $1.03M as of Q2 2026.
Pacific Capital Wealth Advisors left its Schwab US Large-Cap Value ETF share count unchanged in Q2 2026.
Schwab US Large-Cap Value ETF made up 0.16% of Pacific Capital Wealth Advisors's portfolio in Q2 2026, its #42 holding.
Pacific Capital Wealth Advisors first reported a position in Schwab US Large-Cap Value ETF in Q4 2019 and has held it in 27 quarters since.
Pacific Capital Wealth Advisors's Schwab US Large-Cap Value ETF position peaked at $1.46M in Q1 2024.
264 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Pacific Capital Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.