SFA
SCHV

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

Sequoia Financial 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 		$5.09M Sell
146,134
-7,098
-5% -$234K 0.03% 354
2026
Q1 		$4.67M Sell
153,232
-4,300
-3% -$134K 0.03% 338
2025
Q4 		$4.66M Buy
157,532
+1,277
+0.8% +$37.3K 0.03% 343
2025
Q3 		$4.55M Buy
156,255
+2,610
+2% +$74.2K 0.03% 319
2025
Q2 		$4.25M Sell
153,645
-76,619
-33% -$2.01M 0.03% 310
2025
Q1 		$6.12M Buy
230,264
+13,095
+6% +$351K 0.05% 242
2024
Q4 		$5.66M Sell
217,169
-5,743
-3% -$155K 0.05% 239
2024
Q3 		$5.97M Sell
222,912
-2,559
-1% -$65.7K 0.06% 203
2024
Q2 		$5.57M Sell
225,471
-33,144
-13% -$819K 0.07% 180
2024
Q1 		$6.55M Sell
258,615
-12,747
-5% -$306K 0.08% 173
2023
Q4 		$6.34M Sell
271,362
-8,871
-3% -$194K 0.08% 191
2023
Q3 		$6.02M Sell
280,233
-5,568
-2% -$125K 0.11% 135
2023
Q2 		$6.39M Sell
285,801
-18,354
-6% -$401K 0.11% 138
2023
Q1 		$6.65M Sell
304,155
-24,747
-8% -$550K 0.15% 126
2022
Q4 		$7.24M Buy
328,902
+3,402
+1% +$73.7K 0.18% 112
2022
Q3 		$6.35M Sell
325,500
-26,829
-8% -$578K 0.2% 92
2022
Q2 		$7.33M Sell
352,329
-37,803
-10% -$849K 0.21% 90
2022
Q1 		$9.28M Sell
390,132
-1,353
-0.3% -$32K 0.23% 87
2021
Q4 		$9.55M Buy
391,485
+212,967
+119% +$5.04M 0.26% 80
2021
Q3 		$4.01M Sell
178,518
-216,390
-55% -$5.01M 0.41% 41
2021
Q2 		$9M Sell
394,908
-2,838
-0.7% -$64.4K 0.33% 53
2021
Q1 		$8.65M Sell
397,746
-39,303
-9% -$819K 0.36% 45
2020
Q4 		$8.67M Buy
437,049
+1,962
+0.5% +$36.7K 0.4% 41
2020
Q3 		$7.57M Sell
435,087
-5,880
-1% -$103K 0.4% 39
2020
Q2 		$7.37M Buy
440,967
+73,935
+20% +$1.21M 0.44% 38
2020
Q1 		$5.42M Sell
367,032
-5,328
-1% -$97.7K 0.4% 37
2019
Q4 		$7.46M Buy
372,360
+16,398
+5% +$318K 0.47% 27
2019
Q3 		$6.73M Buy
355,962
+17,139
+5% +$321K 0.49% 26
2019
Q2 		$6.34M Buy
338,823
+36,318
+12% +$671K 0.47% 27
2019
Q1 		$5.52M Sell
302,505
-68,901
-19% -$1.22M 0.45% 31
2018
Q4 		$6.1M Buy
371,406
+92,871
+33% +$1.64M 0.71% 26
2018
Q3 		$5.21M Sell
278,535
-1,449
-0.5% -$26.9K 0.52% 34
2018
Q2 		$4.96M Buy
279,984
+267
+0.1% +$4.76K 0.53% 37
2018
Q1 		$4.93M Sell
279,717
-6,864
-2% -$126K 0.52% 36
2017
Q4 		$5.22M Sell
286,581
-3,087
-1% -$54.9K 0.55% 37
2017
Q3 		$5M Buy
289,668
+17,676
+6% +$299K 0.59% 33
2017
Q2 		$4.55M Buy
271,992
+11,184
+4% +$186K 0.56% 33
2017
Q1 		$4.32M Buy
260,808
+87,774
+51% +$1.44M 0.55% 35
2016
Q4 		$2.77M Sell
173,034
-13,146
-7% -$204K 0.4% 52
2016
Q3 		$2.83M Sell
186,180
-524,223
-74% -$7.99M 0.53% 33
2016
Q2 		$10.6M Sell
710,403
-13,443
-2% -$197K 2.97% 4
2016
Q1 		$10.4M Sell
723,846
-36,708
-5% -$502K 3.37% 6
2015
Q4 		$10.8M Buy
760,554
+136,968
+22% +$1.94M 4.34% 3
2015
Q3 		$8.28M Buy
623,586
+57,810
+10% +$809K 3.6% 5
2015
Q2 		$8.12M Buy
565,776
+27,369
+5% +$403K 3.43% 5
2015
Q1 		$7.77M Buy
538,407
+68,247
+15% +$993K 3.56% 3
2014
Q4 		$6.91M Buy
470,160
+864
+0.2% +$12.5K 4.72% 4
2014
Q3 		$6.67M Buy
469,296
+13,275
+3% +$190K 4.63% 3
2014
Q2 		$6.51M Buy
456,021
+71,838
+19% +$1M 4.95% 3
2014
Q1 		$5.28M Sell
384,183
-38,925
-9% -$522K 4.39% 3
2013
Q4 		$5.74M Buy
+423,108
New +$5.53M 4.75% 2

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

Sequoia Financial Advisors's SCHV Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 4.6% in Q2 2026, selling an estimated $234K and leaving 146,134 shares worth $5.09M. The position accounts for 0.03% of the portfolio, ranked #354.

Sequoia Financial Advisors first reported a position in SCHV in Q4 2013 and has held it in 51 quarters since. The position peaked at $10.8M in Q4 2015. 987 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Sequoia Financial Advisors held 146,134 shares of Schwab US Large-Cap Value ETF worth $5.09M as of Q2 2026.
  • Sequoia Financial Advisors sold 7,098 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $234K.
  • Schwab US Large-Cap Value ETF made up 0.03% of Sequoia Financial Advisors's portfolio in Q2 2026, its #354 holding.
  • Sequoia Financial Advisors first reported a position in Schwab US Large-Cap Value ETF in Q4 2013 and has held it in 51 quarters since.
  • Sequoia Financial Advisors's Schwab US Large-Cap Value ETF position peaked at $10.8M in Q4 2015.
  • 987 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.