SPA
SCHV

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

Sentinel Pension 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 		$685K Buy
20,274
+184
+0.9% +$6.06K 0.09% 76
2026
Q1 		$613K Buy
20,090
+4,487
+29% +$140K 0.09% 77
2025
Q4 		$462K Buy
15,603
+389
+3% +$11.4K 0.07% 89
2025
Q3 		$443K Buy
15,214
+3,051
+25% +$86.7K 0.07% 88
2025
Q2 		$337K Buy
12,163
+2,184
+22% +$57.4K 0.06% 98
2025
Q1 		$265K Buy
9,979
+833
+9% +$22.4K 0.05% 97
2024
Q4 		$238K Buy
+9,146
New +$247K 0.04% 101

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Envestnet Asset Management
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
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Osaic Holdings
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
SC
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

Sentinel Pension Advisors's SCHV Position: Q2 2026 in Review

Sentinel Pension Advisors increased its Schwab US Large-Cap Value ETF (SCHV) stake by 0.92% in Q2 2026, buying an estimated $6.06K and bringing the position to 20,274 shares worth $685K. The position accounts for 0.09% of the portfolio, ranked #76.

Sentinel Pension Advisors first reported a position in SCHV in Q4 2024 and has held it in 7 quarters since. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Sentinel Pension Advisors held 20,274 shares of Schwab US Large-Cap Value ETF worth $685K as of Q2 2026.
  • Sentinel Pension Advisors bought 184 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $6.06K.
  • Schwab US Large-Cap Value ETF made up 0.09% of Sentinel Pension Advisors's portfolio in Q2 2026, its #76 holding.
  • Sentinel Pension Advisors first reported a position in Schwab US Large-Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Sentinel Pension Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.