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

Pinion Investment 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 		$813K Sell
23,344
-345
-1% -$11.4K 0.15% 91
2026
Q1 		$723K Buy
23,689
+16,816
+245% +$524K 0.17% 90
2025
Q4 		$204K Sell
6,873
-16,165
-70% -$472K 0.05% 170
2025
Q3 		$676K Buy
23,038
+15,722
+215% +$447K 0.18% 95
2025
Q2 		$202K Buy
+7,316
New +$192K 0.07% 161

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 22.9% 1-Year Est. Return
Avantax Planning Partners
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 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
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Moneta Group Investment Advisors
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Pinion Investment Advisors's SCHV Position: Q2 2026 in Review

Pinion Investment Advisors reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 1.5% in Q2 2026, selling an estimated $11.4K and leaving 23,344 shares worth $813K. The position accounts for 0.15% of the portfolio, ranked #91.

Pinion Investment Advisors first reported a position in SCHV in Q2 2025 and has held it in 5 quarters since. 995 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Pinion Investment Advisors held 23,344 shares of Schwab US Large-Cap Value ETF worth $813K as of Q2 2026.
  • Pinion Investment Advisors sold 345 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $11.4K.
  • Schwab US Large-Cap Value ETF made up 0.15% of Pinion Investment Advisors's portfolio in Q2 2026, its #91 holding.
  • Pinion Investment Advisors first reported a position in Schwab US Large-Cap Value ETF in Q2 2025 and has held it in 5 quarters since.
  • 995 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Pinion Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.