SPC
SCHV

Sigma Planning Corp’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Sigma Planning Corp’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 		$1.01M Buy
28,964
+15,042
+108% +$495K 0.03% 594
2026
Q1 		$425K Buy
13,922
+1,263
+10% +$39.3K 0.01% 905
2025
Q4 		$375K Buy
12,659
+614
+5% +$17.9K 0.01% 921
2025
Q3 		$351K Buy
12,045
+3,366
+39% +$95.6K 0.01% 970
2025
Q2 		$240K Buy
+8,679
New +$228K 0.01% 1086
2025
Q1 		– Sell
-9,311
Closed -$243K – 1271
2024
Q4 		$243K Sell
9,311
-1,102
-11% -$29.8K 0.01% 1004
2024
Q3 		$279K Sell
10,413
-2,541
-20% -$65.3K 0.01% 986
2024
Q2 		$320K Buy
12,954
+225
+2% +$5.56K 0.01% 902
2024
Q1 		$322K Buy
+12,729
New +$305K 0.01% 925
2023
Q4 		– Sell
-12,222
Closed -$263K – 1119
2023
Q3 		$263K Buy
12,222
+1,257
+11% +$28.2K 0.01% 975
2023
Q2 		$245K Sell
10,965
-48,045
-81% -$1.05M 0.01% 1012
2023
Q1 		$1.29M Buy
59,010
+630
+1% +$14K 0.04% 419
2022
Q4 		$1.28M Buy
58,380
+648
+1% +$14K 0.05% 402
2022
Q3 		$1.13M Sell
57,732
-1,398
-2% -$30.1K 0.04% 414
2022
Q2 		$1.23M Sell
59,130
-2,970
-5% -$66.7K 0.04% 392
2022
Q1 		$1.48M Buy
62,100
+2,028
+3% +$48K 0.04% 399
2021
Q4 		$1.47M Buy
60,072
+309
+0.5% +$7.32K 0.04% 405
2021
Q3 		$1.34M Sell
59,763
-9,531
-14% -$220K 0.04% 447
2021
Q2 		$1.58M Buy
69,294
+8,733
+14% +$198K 0.05% 394
2021
Q1 		$1.32M Buy
60,561
+279
+0.5% +$5.81K 0.04% 415
2020
Q4 		$1.2M Sell
60,282
-561
-0.9% -$10.5K 0.04% 394
2020
Q3 		$1.06M Sell
60,843
-2,190
-3% -$38.3K 0.04% 386
2020
Q2 		$1.05M Sell
63,033
-2,058
-3% -$33.6K 0.05% 378
2020
Q1 		$961K Buy
65,091
+207
+0.3% +$3.79K 0.06% 330
2019
Q4 		$1.3M Buy
64,884
+315
+0.5% +$6.1K 0.05% 342
2019
Q3 		$1.22M Buy
64,569
+3,045
+5% +$57K 0.06% 325
2019
Q2 		$1.15M Buy
61,524
+3,195
+5% +$59.1K 0.06% 315
2019
Q1 		$1.06M Sell
58,329
-999
-2% -$17.7K 0.06% 302
2018
Q4 		$975K Buy
59,328
+108
+0.2% +$1.91K 0.07% 268
2018
Q3 		$1.11M Sell
59,220
-48
-0.1% -$890 0.07% 280
2018
Q2 		$1.05M Buy
59,268
+44,205
+293% +$789K 0.07% 272
2018
Q1 		$265K Sell
15,063
-6
-0% -$110 0.02% 656
2017
Q4 		$275K Buy
15,069
+540
+4% +$9.61K 0.02% 646
2017
Q3 		$251K Sell
14,529
-543
-4% -$9.19K 0.02% 679
2017
Q2 		$252K Sell
15,072
-1,800
-11% -$29.9K 0.02% 626
2017
Q1 		$279K Buy
+16,872
New +$277K 0.03% 596

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

Sigma Planning Corp's SCHV Position: Q2 2026 in Review

Sigma Planning Corp increased its Schwab US Large-Cap Value ETF (SCHV) stake by 108% in Q2 2026, buying an estimated $495K and bringing the position to 28,964 shares worth $1.01M. The position accounts for 0.03% of the portfolio, ranked #594.

Sigma Planning Corp first reported a position in SCHV in Q1 2017 and has held it in 36 quarters since. The position peaked at $1.58M in Q2 2021. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Sigma Planning Corp held 28,964 shares of Schwab US Large-Cap Value ETF worth $1.01M as of Q2 2026.
  • Sigma Planning Corp bought 15,042 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $495K.
  • Schwab US Large-Cap Value ETF made up 0.03% of Sigma Planning Corp's portfolio in Q2 2026, its #594 holding.
  • Sigma Planning Corp first reported a position in Schwab US Large-Cap Value ETF in Q1 2017 and has held it in 36 quarters since.
  • Sigma Planning Corp's Schwab US Large-Cap Value ETF position peaked at $1.58M in Q2 2021.
  • 991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.