SOS
SCHV

Silver Oak Securities’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Silver Oak Securities’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
Q1 		$1.72M Sell
56,280
-37,738
-40% -$1.18M 0.13% 171
2025
Q4 		$2.81M Buy
94,018
+44,764
+91% +$1.31M 0.19% 120
2025
Q3 		$1.43M Buy
49,254
+1,843
+4% +$52.4K 0.11% 196
2025
Q2 		$1.31M Sell
47,411
-652
-1% -$17.1K 0.11% 201
2025
Q1 		$1.27M Buy
48,063
+1,718
+4% +$46.1K 0.12% 192
2024
Q4 		$1.2M Buy
46,345
+3,577
+8% +$96.6K 0.11% 194
2024
Q3 		$1.14M Buy
42,768
+7,344
+21% +$189K 0.12% 182
2024
Q2 		$875K Buy
35,424
+5,223
+17% +$129K 0.13% 146
2024
Q1 		$765K Buy
30,201
+1,068
+4% +$25.6K 0.12% 176
2023
Q4 		$681K Buy
29,133
+5,196
+22% +$114K 0.09% 229
2023
Q3 		$514K Buy
23,937
+9,450
+65% +$212K 0.11% 159
2023
Q2 		$324K Buy
14,487
+1,539
+12% +$33.6K 0.05% 314
2023
Q1 		$283K Buy
12,948
+408
+3% +$9.07K 0.05% 296
2022
Q4 		$276K Sell
12,540
-11,397
-48% -$247K 0.05% 241
2022
Q3 		$514K Buy
23,937
+10,632
+80% +$229K 0.11% 159
2022
Q2 		$287K Buy
+13,305
New +$299K 0.06% 208

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Silver Oak Securities's SCHV Position: Q1 2026 in Review

Silver Oak Securities reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 40% in Q1 2026, selling an estimated $1.18M and leaving 56,280 shares worth $1.72M. The position accounts for 0.13% of the portfolio, ranked #171.

Silver Oak Securities first reported a position in SCHV in Q2 2022 and has held it in 16 quarters since. The position peaked at $2.81M in Q4 2025. 962 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

  • Silver Oak Securities held 56,280 shares of Schwab US Large-Cap Value ETF worth $1.72M as of Q1 2026.
  • Silver Oak Securities sold 37,738 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $1.18M.
  • Schwab US Large-Cap Value ETF made up 0.13% of Silver Oak Securities's portfolio in Q1 2026, its #171 holding.
  • Silver Oak Securities first reported a position in Schwab US Large-Cap Value ETF in Q2 2022 and has held it in 16 quarters since.
  • Silver Oak Securities's Schwab US Large-Cap Value ETF position peaked at $2.81M in Q4 2025.
  • 962 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

Based on Silver Oak Securities's 13F filing for Q1 2026, filed 20 Apr 2026.