PFA
SCHV

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

Petra Financial 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 		$7.27M Buy
208,850
+16,315
+8% +$537K 3.37% 5
2026
Q1 		$5.87M Sell
192,535
-8,011
-4% -$250K 3.63% 7
2025
Q4 		$5.94M Sell
200,546
-7,575
-4% -$221K 3.48% 4
2025
Q3 		$6.06M Buy
208,121
+2,371
+1% +$67.4K 3.53% 6
2025
Q2 		$5.69M Buy
205,750
+248
+0.1% +$6.52K 3.61% 6
2025
Q1 		$5.46M Buy
205,502
+7,449
+4% +$200K 4.48% 5
2024
Q4 		$5.16M Buy
198,053
+2,837
+1% +$76.6K 3.51% 5
2024
Q3 		$5.23M Buy
195,216
+5,637
+3% +$145K 3.45% 7
2024
Q2 		$4.68M Buy
189,579
+5,862
+3% +$145K 3.37% 7
2024
Q1 		$4.62M Sell
183,717
-3,333
-2% -$79.9K 3.39% 6
2023
Q4 		$4.37M Buy
187,050
+5,442
+3% +$119K 3.65% 6
2023
Q3 		$3.9M Buy
181,608
+17,589
+11% +$395K 3.25% 6
2023
Q2 		$3.67M Buy
164,019
+146,928
+860% +$3.21M 3.27% 7
2023
Q1 		$374K Sell
17,091
-157,473
-90% -$3.5M 0.37% 53
2022
Q4 		$3.84M Buy
+174,564
New +$3.78M 4.23% 4

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

Petra Financial Advisors's SCHV Position: Q2 2026 in Review

Petra Financial Advisors increased its Schwab US Large-Cap Value ETF (SCHV) stake by 8.5% in Q2 2026, buying an estimated $537K and bringing the position to 208,850 shares worth $7.27M. The position accounts for 3.37% of the portfolio, ranked #5.

Petra Financial Advisors first reported a position in SCHV in Q4 2022 and has held it in 15 quarters since. 988 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Petra Financial Advisors held 208,850 shares of Schwab US Large-Cap Value ETF worth $7.27M as of Q2 2026.
  • Petra Financial Advisors bought 16,315 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $537K.
  • Schwab US Large-Cap Value ETF made up 3.37% of Petra Financial Advisors's portfolio in Q2 2026, its #5 holding.
  • Petra Financial Advisors first reported a position in Schwab US Large-Cap Value ETF in Q4 2022 and has held it in 15 quarters since.
  • 988 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Petra Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.