SA
SCHV

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

Scarborough 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 		– Sell
-735
Closed -$22.4K – 584
2026
Q1 		$22.4K Buy
+735
New +$22.9K ﹤0.01% 330
2024
Q1 		– Sell
-1,356
Closed -$31.7K – 665
2023
Q4 		$31.7K Buy
+1,356
New +$29.7K 0.01% 221
2023
Q2 		– Sell
-898,983
Closed -$19.7M – 77
2023
Q1 		$19.7M Buy
898,983
+6,012
+0.7% +$134K 4.95% 6
2022
Q4 		$19.7M Sell
892,971
-66,219
-7% -$1.43M 5.26% 4
2022
Q3 		$18.7M Sell
959,190
-1,740
-0.2% -$37.5K 5.83% 4
2022
Q2 		$20M Sell
960,930
-13,380
-1% -$300K 6.82% 3
2022
Q1 		$23.2M Buy
974,310
+158,814
+19% +$3.76M 7.41% 3
2021
Q4 		$19.9M Buy
+815,496
New +$19.3M 6.84% 4

Other funds holding SCHV

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
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
HWM
HRC Wealth Management Moscow, Idaho $244M AUM 21.86% 1-Year Est. Return
VC
Veery Capital Wilmington, Delaware $372M AUM 21.43% 1-Year Est. Return
NCMW
Northern Capital Management (Washington) Spokane, Washington $198M AUM 24.66% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
SMBT
Southern Michigan Bank & Trust Coldwater, Michigan $281M AUM

Scarborough Advisors's SCHV Position: Q2 2026 in Review

Scarborough Advisors sold out of Schwab US Large-Cap Value ETF (SCHV) in Q2 2026, closing a stake of 735 shares — an estimated $22.4K sold.

Scarborough Advisors first reported a position in SCHV in Q4 2021 and held it in 8 quarters. The position peaked at $23.2M in Q1 2022. 251 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Scarborough Advisors reported no remaining Schwab US Large-Cap Value ETF position as of Q2 2026 after selling out during the quarter.
  • Scarborough Advisors sold 735 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $22.4K.
  • Scarborough Advisors first reported a position in Schwab US Large-Cap Value ETF in Q4 2021 and held it in 8 quarters.
  • Scarborough Advisors's Schwab US Large-Cap Value ETF position peaked at $23.2M in Q1 2022.
  • 251 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Scarborough Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.