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SC&H Financial Advisors’s Avantis US Large Cap Value ETF AVLV Stock Holding History

SC&H Financial Advisors’s Portfolio AVLV Stock Details AVLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.28M Buy
25,011
+79
+0.3% +$6.94K 0.3% 42
2026
Q1 		$2.01M Buy
24,932
+5,933
+31% +$481K 0.3% 43
2025
Q4 		$1.44M Sell
18,999
-4,512
-19% -$332K 0.22% 54
2025
Q3 		$1.7M Buy
23,511
+58
+0.2% +$4.1K 0.28% 46
2025
Q2 		$1.6M Sell
23,453
-379
-2% -$24.4K 0.27% 48
2025
Q1 		$1.55M Buy
23,832
+95
+0.4% +$6.44K 0.31% 45
2024
Q4 		$1.58M Buy
23,737
+106
+0.4% +$7.21K 0.33% 42
2024
Q3 		$1.56M Buy
23,631
+98
+0.4% +$6.24K 0.34% 44
2024
Q2 		$1.48M Buy
23,533
+97
+0.4% +$6.08K 0.36% 43
2024
Q1 		$1.51M Buy
23,436
+81
+0.3% +$4.85K 0.39% 40
2023
Q4 		$1.35M Buy
23,355
+122
+0.5% +$6.56K 0.39% 42
2023
Q3 		$1.22M Buy
23,233
+102
+0.4% +$5.53K 0.41% 42
2023
Q2 		$1.23M Buy
23,131
+110
+0.5% +$5.62K 0.41% 44
2023
Q1 		$1.18M Buy
23,021
+131
+0.6% +$6.8K 0.43% 45
2022
Q4 		$1.15M Buy
22,890
+137
+0.6% +$6.87K 0.48% 46
2022
Q3 		$1.01M Buy
22,753
+3,098
+16% +$150K 0.51% 45
2022
Q2 		$906K Buy
+19,655
New +$1M 0.42% 49

Other funds holding AVLV

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

SC&H Financial Advisors's AVLV Position: Q2 2026 in Review

SC&H Financial Advisors increased its Avantis US Large Cap Value ETF (AVLV) stake by 0.32% in Q2 2026, buying an estimated $6.94K and bringing the position to 25,011 shares worth $2.28M. The position accounts for 0.3% of the portfolio, ranked #42.

SC&H Financial Advisors first reported a position in AVLV in Q2 2022 and has held it in 17 quarters since. 562 funds tracked by Wall St. Rank hold AVLV as of Q2 2026.

  • SC&H Financial Advisors held 25,011 shares of Avantis US Large Cap Value ETF worth $2.28M as of Q2 2026.
  • SC&H Financial Advisors bought 79 Avantis US Large Cap Value ETF shares in Q2 2026, an estimated $6.94K.
  • Avantis US Large Cap Value ETF made up 0.3% of SC&H Financial Advisors's portfolio in Q2 2026, its #42 holding.
  • SC&H Financial Advisors first reported a position in Avantis US Large Cap Value ETF in Q2 2022 and has held it in 17 quarters since.
  • 562 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q2 2026.

Based on SC&H Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.