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

SGL Investment 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	$995K	Buy	28,545 +6,514	+30%	+$215K	0.34%	62
2026 Q1	$724K	Buy	22,031 +5,990	+37%	+$187K	0.27%	74
2025 Q4	$504K	Buy	16,041 +1,674	+12%	+$48.9K	0.2%	88
2025 Q3	$414K	Buy	14,367 +3,964	+38%	+$113K	0.17%	99
2025 Q2	$291K	Buy	10,403 +1,426	+16%	+$37.5K	0.14%	108
2025 Q1	$235K	Buy	+8,977	New	+$241K	0.12%	108
2024 Q4	–	Sell	-22,038	Closed	-$200K	–	121
2024 Q3	$200K	Buy	+22,038	New	+$566K	0.1%	106

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

SGL Investment Advisors's SCHV Position: Q2 2026 in Review

SGL Investment Advisors increased its Schwab US Large-Cap Value ETF (SCHV) stake by 30% in Q2 2026, buying an estimated $215K and bringing the position to 28,545 shares worth $995K. The position accounts for 0.34% of the portfolio, ranked #62.

SGL Investment Advisors first reported a position in SCHV in Q3 2024 and has held it in 7 quarters since. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

SGL Investment Advisors held 28,545 shares of Schwab US Large-Cap Value ETF worth $995K as of Q2 2026.
SGL Investment Advisors bought 6,514 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $215K.
Schwab US Large-Cap Value ETF made up 0.34% of SGL Investment Advisors's portfolio in Q2 2026, its #62 holding.
SGL Investment Advisors first reported a position in Schwab US Large-Cap Value ETF in Q3 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 SGL Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.