Signature Estate & Investment Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Signature Estate & 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	$856K	Sell	24,590 -1,261	-5%	-$41.5K	0.02%	309
2026 Q1	$788K	Buy	25,851 +152	+0.6%	+$4.74K	0.02%	321
2025 Q4	$761K	Sell	25,699 -942	-4%	-$27.5K	0.02%	298
2025 Q3	$776K	Sell	26,641 -337	-1%	-$9.57K	0.02%	291
2025 Q2	$746K	Sell	26,978 -2,129	-7%	-$56K	0.02%	279
2025 Q1	$774K	Sell	29,107 -2,885	-9%	-$77.4K	0.02%	262
2024 Q4	$834K	Sell	31,992 -378	-1%	-$10.2K	0.02%	251
2024 Q3	$867K	Buy	32,370 +333	+1%	+$8.55K	0.02%	221
2024 Q2	$791K	Buy	+32,037	New	+$792K	0.02%	228
2015 Q1	–	Sell	-7,797	Closed	-$115K	–	97
2014 Q4	$115K	Buy	+7,797	New	+$112K	0.04%	77

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

Signature Estate & Investment Advisors's SCHV Position: Q2 2026 in Review

Signature Estate & Investment Advisors reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 4.9% in Q2 2026, selling an estimated $41.5K and leaving 24,590 shares worth $856K. The position accounts for 0.02% of the portfolio, ranked #309.

Signature Estate & Investment Advisors first reported a position in SCHV in Q4 2014 and has held it in 10 quarters since. The position peaked at $867K in Q3 2024. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

Signature Estate & Investment Advisors held 24,590 shares of Schwab US Large-Cap Value ETF worth $856K as of Q2 2026.
Signature Estate & Investment Advisors sold 1,261 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $41.5K.
Schwab US Large-Cap Value ETF made up 0.02% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #309 holding.
Signature Estate & Investment Advisors first reported a position in Schwab US Large-Cap Value ETF in Q4 2014 and has held it in 10 quarters since.
Signature Estate & Investment Advisors's Schwab US Large-Cap Value ETF position peaked at $867K in Q3 2024.
991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.