PA
SCHV

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

Persium 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 		$27.9M Sell
801,823
-26,803
-3% -$883K 18.21% 2
2026
Q1 		$25.3M Sell
828,626
-16,558
-2% -$516K 19.9% 2
2025
Q4 		$25M Buy
845,184
+23,520
+3% +$687K 18.06% 3
2025
Q3 		$23.9M Buy
821,664
+35,770
+5% +$1.02M 17.75% 3
2025
Q2 		$21.7M Buy
785,894
+36,035
+5% +$947K 18% 3
2025
Q1 		$19.9M Buy
749,859
+19,147
+3% +$514K 18.9% 2
2024
Q4 		$19M Buy
+730,712
New +$19.7M 18.77% 3

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

Persium Advisors's SCHV Position: Q2 2026 in Review

Persium Advisors reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 3.2% in Q2 2026, selling an estimated $883K and leaving 801,823 shares worth $27.9M. The position accounts for 18.21% of the portfolio, ranked #2.

Persium Advisors first reported a position in SCHV in Q4 2024 and has held it in 7 quarters since. 987 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Persium Advisors held 801,823 shares of Schwab US Large-Cap Value ETF worth $27.9M as of Q2 2026.
  • Persium Advisors sold 26,803 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $883K.
  • Schwab US Large-Cap Value ETF made up 18.21% of Persium Advisors's portfolio in Q2 2026, its #2 holding.
  • Persium Advisors first reported a position in Schwab US Large-Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 987 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Persium Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.