PFA
SCHV

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

Pure 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 		$2.68M Sell
77,109
-738
-0.9% -$24.3K 0.03% 154
2026
Q1 		$2.37M Sell
77,847
-1,259
-2% -$39.2K 0.03% 151
2025
Q4 		$2.34M Sell
79,106
-249
-0.3% -$7.28K 0.03% 152
2025
Q3 		$2.31M Sell
79,355
-1,255
-2% -$35.7K 0.04% 149
2025
Q2 		$2.23M Sell
80,610
-8,680
-10% -$228K 0.04% 146
2025
Q1 		$2.37M Sell
89,290
-1,333
-1% -$35.8K 0.05% 119
2024
Q4 		$2.36M Buy
90,623
+8,594
+10% +$232K 0.05% 108
2024
Q3 		$2.2M Sell
82,029
-564
-0.7% -$14.5K 0.05% 110
2024
Q2 		$2.04M Sell
82,593
-9,411
-10% -$233K 0.06% 107
2024
Q1 		$2.33M Sell
92,004
-279
-0.3% -$6.69K 0.07% 107
2023
Q4 		$2.16M Sell
92,283
-4,917
-5% -$108K 0.07% 106
2023
Q3 		$2.09M Sell
97,200
-753
-0.8% -$16.9K 0.09% 95
2023
Q2 		$2.19M Sell
97,953
-10,395
-10% -$227K 0.09% 91
2023
Q1 		$2.37M Sell
108,348
-462
-0.4% -$10.3K 0.11% 84
2022
Q4 		$2.39M Sell
108,810
-3,345
-3% -$72.4K 0.12% 80
2022
Q3 		$2.19M Buy
112,155
+1,089
+1% +$23.4K 0.13% 82
2022
Q2 		$2.31M Sell
111,066
-7,080
-6% -$159K 0.14% 81
2022
Q1 		$2.81M Sell
118,146
-4,455
-4% -$105K 0.13% 75
2021
Q4 		$2.99M Buy
122,601
+3,624
+3% +$85.8K 0.15% 70
2021
Q3 		$2.68M Sell
118,977
-1,743
-1% -$40.3K 0.21% 60
2021
Q2 		$2.75M Sell
120,720
-2,769
-2% -$62.8K 0.22% 60
2021
Q1 		$2.69M Sell
123,489
-10,125
-8% -$211K 0.27% 55
2020
Q4 		$2.65M Sell
133,614
-129
-0.1% -$2.41K 0.32% 52
2020
Q3 		$2.33M Sell
133,743
-360
-0.3% -$6.3K 0.34% 50
2020
Q2 		$2.24M Buy
134,103
+19,320
+17% +$315K 0.35% 46
2020
Q1 		$1.69M Buy
114,783
+70,500
+159% +$1.29M 0.28% 51
2019
Q4 		$887K Sell
44,283
-3,411
-7% -$66.1K 0.15% 73
2019
Q3 		$902K Buy
47,694
+4,353
+10% +$81.5K 0.16% 68
2019
Q2 		$811K Buy
43,341
+1,134
+3% +$21K 0.15% 73
2019
Q1 		$770K Buy
42,207
+8,430
+25% +$150K 0.15% 75
2018
Q4 		$555K Sell
33,777
-6,609
-16% -$117K 0.11% 81
2018
Q3 		$755K Buy
+40,386
New +$749K 0.17% 69
2017
Q4 		– Sell
-46,656
Closed -$806K – 83
2017
Q3 		$806K Buy
46,656
+4,911
+12% +$83.1K 0.21% 50
2017
Q2 		$699K Buy
41,745
+2,793
+7% +$46.4K 0.19% 53
2017
Q1 		$645K Buy
38,952
+5,043
+15% +$82.9K 0.19% 56
2016
Q4 		$544K Buy
33,909
+3,348
+11% +$51.9K 0.16% 58
2016
Q3 		$464K Buy
30,561
+12,231
+67% +$187K 0.15% 61
2016
Q2 		$274K Sell
18,330
-729
-4% -$10.7K 0.09% 80
2016
Q1 		$276K Buy
+19,059
New +$261K 0.1% 84

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

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

Pure Financial Advisors reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 0.95% in Q2 2026, selling an estimated $24.3K and leaving 77,109 shares worth $2.68M. The position accounts for 0.03% of the portfolio, ranked #154.

Pure Financial Advisors first reported a position in SCHV in Q1 2016 and has held it in 39 quarters since. The position peaked at $2.99M in Q4 2021. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Pure Financial Advisors held 77,109 shares of Schwab US Large-Cap Value ETF worth $2.68M as of Q2 2026.
  • Pure Financial Advisors sold 738 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $24.3K.
  • Schwab US Large-Cap Value ETF made up 0.03% of Pure Financial Advisors's portfolio in Q2 2026, its #154 holding.
  • Pure Financial Advisors first reported a position in Schwab US Large-Cap Value ETF in Q1 2016 and has held it in 39 quarters since.
  • Pure Financial Advisors's Schwab US Large-Cap Value ETF position peaked at $2.99M in Q4 2021.
  • 991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Pure Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.