Secure Asset Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Secure Asset Management’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	-91,401	Closed	-$2.79M	–	360
2026 Q1	$2.79M	Buy	91,401 +12,555	+16%	+$391K	0.44%	64
2025 Q4	$2.33M	Buy	78,846 +26,414	+50%	+$772K	0.37%	75
2025 Q3	$1.53M	Buy	52,432 +21,266	+68%	+$604K	0.25%	104
2025 Q2	$862K	Buy	+31,166	New	+$819K	0.16%	139

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

Secure Asset Management's SCHV Position: Q2 2026 in Review

Secure Asset Management sold out of Schwab US Large-Cap Value ETF (SCHV) in Q2 2026, closing a stake of 91,401 shares — an estimated $2.79M sold.

Secure Asset Management first reported a position in SCHV in Q2 2025 and held it in 4 quarters. The position peaked at $2.79M in Q1 2026. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

Secure Asset Management reported no remaining Schwab US Large-Cap Value ETF position as of Q2 2026 after selling out during the quarter.
Secure Asset Management sold 91,401 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $2.79M.
Secure Asset Management first reported a position in Schwab US Large-Cap Value ETF in Q2 2025 and held it in 4 quarters.
Secure Asset Management's Schwab US Large-Cap Value ETF position peaked at $2.79M in Q1 2026.
991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Secure Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.