QHA
SCHV

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

Quarry Hill 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 		$422K Hold
12,120
– – 0.16% 41
2026
Q1 		$389K Buy
12,120
+9
+0.1% +$280 0.16% 41
2025
Q4 		$359K Buy
12,111
+141
+1% +$4.12K 0.17% 42
2025
Q3 		$348K Buy
11,970
+106
+0.9% +$3.01K 0.18% 42
2025
Q2 		$328K Buy
11,864
+548
+5% +$14.4K 0.19% 39
2025
Q1 		$301K Buy
11,316
+66
+0.6% +$1.77K 0.2% 43
2024
Q4 		$293K Hold
11,250
– – 0.2% 42
2024
Q3 		$301K Sell
11,250
-18
-0.2% -$462 0.2% 41
2024
Q2 		$278K Buy
11,268
+18
+0.2% +$445 0.19% 41
2024
Q1 		$285K Hold
11,250
– – 0.21% 42
2023
Q4 		$263K Hold
11,250
– – 0.21% 39
2023
Q3 		$242K Hold
11,250
– – 0.22% 38
2023
Q2 		$252K Sell
11,250
-12
-0.1% -$262 0.23% 36
2023
Q1 		$246K Sell
11,262
-1,635
-13% -$36.3K 0.23% 36
2022
Q4 		$284K Buy
+12,897
New +$279K 0.29% 37

Other funds holding SCHV

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
RRWA
Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
SWRP
Summit Wealth & Retirement Planning San Ramon, California $472M AUM 25.49% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Quarry Hill Advisors's SCHV Position: Q2 2026 in Review

Quarry Hill Advisors held its Schwab US Large-Cap Value ETF (SCHV) position steady in Q2 2026 at 12,120 shares worth $422K. The position accounts for 0.16% of the portfolio, ranked #41.

Quarry Hill Advisors first reported a position in SCHV in Q4 2022 and has held it in 15 quarters since. 506 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Quarry Hill Advisors held 12,120 shares of Schwab US Large-Cap Value ETF worth $422K as of Q2 2026.
  • Quarry Hill Advisors left its Schwab US Large-Cap Value ETF share count unchanged in Q2 2026.
  • Schwab US Large-Cap Value ETF made up 0.16% of Quarry Hill Advisors's portfolio in Q2 2026, its #41 holding.
  • Quarry Hill Advisors first reported a position in Schwab US Large-Cap Value ETF in Q4 2022 and has held it in 15 quarters since.
  • 506 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Quarry Hill Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.