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 Q3	$25.5M	Sell	765,306 -36,517	-5%	-$1.26M	13.35%	4
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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CFG

Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

Veery Capital Wilmington, Delaware $375M AUM 14.26% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

MWP

Meriwether Wealth & Planning Minden, Louisiana $222M AUM 15.77% 1-Year Est. Return

Friday Financial Dubuque, Iowa $506M AUM 14.2% 1-Year Est. Return

CIA

Cape Investment Advisory Mcdonough, Georgia $388M AUM 17.15% 1-Year Est. Return

JBGlobal.com New York $113M AUM 8.09% 1-Year Est. Return

GCP

Gill Capital Partners Denver, Colorado $366M AUM 12.21% 1-Year Est. Return

Persium Advisors's SCHV Position: Q3 2026 in Review

Persium Advisors reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 4.6% in Q3 2026, selling an estimated $1.26M and leaving 765,306 shares worth $25.5M. The position accounts for 13.35% of the portfolio, ranked #4.

Persium Advisors first reported a position in SCHV in Q4 2024 and has held it in 8 quarters since. The position peaked at $27.9M in Q2 2026. 87 funds tracked by Wall St. Rank hold SCHV as of Q3 2026.

Persium Advisors held 765,306 shares of Schwab US Large-Cap Value ETF worth $25.5M as of Q3 2026.
Persium Advisors sold 36,517 Schwab US Large-Cap Value ETF shares in Q3 2026, an estimated $1.26M.
Schwab US Large-Cap Value ETF made up 13.35% of Persium Advisors's portfolio in Q3 2026, its #4 holding.
Persium Advisors first reported a position in Schwab US Large-Cap Value ETF in Q4 2024 and has held it in 8 quarters since.
Persium Advisors's Schwab US Large-Cap Value ETF position peaked at $27.9M in Q2 2026.
87 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2026.

Based on Persium Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.