Savvy Advisors Inc’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Savvy Advisors Inc’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	$6.65M	Sell	191,005 -37,051	-16%	-$1.22M	0.14%	122
2026 Q1	$6.96M	Sell	228,056 -16,585	-7%	-$517K	0.19%	93
2025 Q4	$7.24M	Buy	244,641 +35,864	+17%	+$1.05M	0.23%	75
2025 Q3	$6.08M	Sell	208,777 -29,269	-12%	-$832K	0.28%	67
2025 Q2	$6.59M	Buy	+238,046	New	+$6.26M	0.44%	44
2024 Q3	–	Sell	-18,414	Closed	-$455K	–	370
2024 Q2	$455K	Buy	+18,414	New	+$455K	0.15%	155

Other funds holding SCHV

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

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

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

Savvy Advisors Inc's SCHV Position: Q2 2026 in Review

Savvy Advisors Inc reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 16% in Q2 2026, selling an estimated $1.22M and leaving 191,005 shares worth $6.65M. The position accounts for 0.14% of the portfolio, ranked #122.

Savvy Advisors Inc first reported a position in SCHV in Q2 2024 and has held it in 6 quarters since. The position peaked at $7.24M in Q4 2025. 993 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

Savvy Advisors Inc held 191,005 shares of Schwab US Large-Cap Value ETF worth $6.65M as of Q2 2026.
Savvy Advisors Inc sold 37,051 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $1.22M.
Schwab US Large-Cap Value ETF made up 0.14% of Savvy Advisors Inc's portfolio in Q2 2026, its #122 holding.
Savvy Advisors Inc first reported a position in Schwab US Large-Cap Value ETF in Q2 2024 and has held it in 6 quarters since.
Savvy Advisors Inc's Schwab US Large-Cap Value ETF position peaked at $7.24M in Q4 2025.
993 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.