PA
SCHV

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

Parallel 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
Q1 		$1.79M Sell
58,544
-16
-0% -$498 0.03% 323
2025
Q4 		$1.73M Buy
58,560
+49
+0.1% +$1.43K 0.03% 319
2025
Q3 		$1.7M Buy
58,511
+30
+0.1% +$852 0.03% 309
2025
Q2 		$1.62M Buy
58,481
+8
+0% +$210 0.03% 312
2025
Q1 		$1.55M Sell
58,473
-2,363
-4% -$63.4K 0.04% 300
2024
Q4 		$1.59M Buy
60,836
+2,348
+4% +$63.4K 0.04% 283
2024
Q3 		$1.57M Sell
58,488
-1,527
-3% -$39.2K 0.04% 293
2024
Q2 		$1.48M Buy
60,015
+1,050
+2% +$25.9K 0.04% 280
2024
Q1 		$1.49M Buy
58,965
+6
+0% +$144 0.04% 278
2023
Q4 		$1.38M Sell
58,959
-1,530
-3% -$33.5K 0.04% 278
2023
Q3 		$1.3M Sell
60,489
-4,101
-6% -$92.1K 0.04% 266
2023
Q2 		$1.44M Sell
64,590
-1,383
-2% -$30.2K 0.05% 252
2023
Q1 		$1.44M Buy
65,973
+2,583
+4% +$57.4K 0.05% 244
2022
Q4 		$1.4M Sell
63,390
-14,832
-19% -$321K 0.06% 208
2022
Q3 		$1.53M Sell
78,222
-59,043
-43% -$1.27M 0.07% 180
2022
Q2 		$2.86M Buy
137,265
+819
+0.6% +$18.4K 0.13% 114
2022
Q1 		$3.29M Sell
136,446
-1,278
-0.9% -$30.3K 0.13% 116
2021
Q4 		$3.36M Buy
137,724
+31,176
+29% +$738K 0.12% 119
2021
Q3 		$2.4M Buy
106,548
+15,678
+17% +$363K 0.1% 148
2021
Q2 		$2.07M Buy
90,870
+306
+0.3% +$6.94K 0.09% 156
2021
Q1 		$1.97M Buy
90,564
+15,276
+20% +$318K 0.09% 156
2020
Q4 		$1.49M Buy
75,288
+53,589
+247% +$1M 0.08% 167
2020
Q3 		$377K Buy
21,699
+3,540
+19% +$61.9K 0.02% 368
2020
Q2 		$303K Buy
18,159
+42
+0.2% +$686 0.02% 418
2020
Q1 		$267K Sell
18,117
-8,859
-33% -$162K 0.02% 373
2019
Q4 		$541K Buy
26,976
+10,827
+67% +$210K 0.04% 274
2019
Q3 		$305K Buy
16,149
+273
+2% +$5.11K 0.03% 375
2019
Q2 		$297K Buy
15,876
+9,204
+138% +$170K 0.03% 350
2019
Q1 		$122K Buy
6,672
+369
+6% +$6.55K 0.01% 544
2018
Q4 		$103K Buy
6,303
+2,700
+75% +$47.8K 0.01% 528
2018
Q3 		$67K Buy
3,603
+3,276
+1,002% +$60.7K 0.01% 715
2018
Q2 		$5K Hold
327
– – ﹤0.01% 1612
2018
Q1 		$6K Hold
327
– – ﹤0.01% 1499
2017
Q4 		$6K Hold
327
– – ﹤0.01% 1510
2017
Q3 		$6K Hold
327
– – ﹤0.01% 1517
2017
Q2 		$6K Buy
327
+3
+0.9% +$50 ﹤0.01% 1535
2017
Q1 		$5K Buy
324
+3
+0.9% +$49 ﹤0.01% 1522
2016
Q4 		$5K Buy
+321
New +$4.97K ﹤0.01% 1378

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Parallel Advisors's SCHV Position: Q1 2026 in Review

Parallel Advisors reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 0.03% in Q1 2026, selling an estimated $498 and leaving 58,544 shares worth $1.79M. The position accounts for 0.03% of the portfolio, ranked #323.

Parallel Advisors first reported a position in SCHV in Q4 2016 and has held it in 38 quarters since. The position peaked at $3.36M in Q4 2021. 962 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

  • Parallel Advisors held 58,544 shares of Schwab US Large-Cap Value ETF worth $1.79M as of Q1 2026.
  • Parallel Advisors sold 16 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $498.
  • Schwab US Large-Cap Value ETF made up 0.03% of Parallel Advisors's portfolio in Q1 2026, its #323 holding.
  • Parallel Advisors first reported a position in Schwab US Large-Cap Value ETF in Q4 2016 and has held it in 38 quarters since.
  • Parallel Advisors's Schwab US Large-Cap Value ETF position peaked at $3.36M in Q4 2021.
  • 962 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

Based on Parallel Advisors's 13F filing for Q1 2026, filed 7 May 2026.