SQA
SCHV

Simon Quick Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Simon Quick 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 		$868K Buy
24,935
+113
+0.5% +$3.72K 0.04% 211
2026
Q1 		$757K Buy
24,822
+116
+0.5% +$3.61K 0.03% 200
2025
Q4 		$732K Buy
24,706
+136
+0.6% +$3.98K 0.03% 214
2025
Q3 		$715K Buy
24,570
+125
+0.5% +$3.55K 0.03% 227
2025
Q2 		$676K Sell
24,445
-771
-3% -$20.3K 0.03% 218
2025
Q1 		$670K Buy
25,216
+129
+0.5% +$3.46K 0.04% 238
2024
Q4 		$654K Buy
25,087
+148
+0.6% +$4K 0.04% 208
2024
Q3 		$668K Buy
24,939
+273
+1% +$7.01K 0.04% 198
2024
Q2 		$609K Hold
24,666
– – 0.04% 188
2024
Q1 		$625K Buy
24,666
+792
+3% +$19K 0.05% 174
2023
Q4 		$558K Buy
23,874
+168
+0.7% +$3.67K 0.05% 162
2023
Q3 		$509K Buy
23,706
+153
+0.6% +$3.44K 0.05% 163
2023
Q2 		$527K Buy
23,553
+144
+0.6% +$3.14K 0.05% 154
2023
Q1 		$512K Buy
23,409
+6,903
+42% +$153K 0.06% 147
2022
Q4 		$363K Buy
16,506
+114
+0.7% +$2.47K 0.04% 156
2022
Q3 		$320K Buy
+16,392
New +$353K 0.05% 147
2020
Q3 		– Sell
-315
Closed -$5K – 497
2020
Q2 		$5K Buy
+315
New +$5.14K ﹤0.01% 359
2020
Q1 		– Sell
-19,329
Closed -$387K – 676
2019
Q4 		$387K Buy
19,329
+273
+1% +$5.29K 0.14% 61
2019
Q3 		$360K Buy
19,056
+7,248
+61% +$136K 0.16% 48
2019
Q2 		$221K Buy
11,808
+1,140
+11% +$21.1K 0.11% 54
2019
Q1 		$195K Buy
+10,668
New +$189K 0.08% 66

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

Simon Quick Advisors's SCHV Position: Q2 2026 in Review

Simon Quick Advisors increased its Schwab US Large-Cap Value ETF (SCHV) stake by 0.46% in Q2 2026, buying an estimated $3.72K and bringing the position to 24,935 shares worth $868K. The position accounts for 0.04% of the portfolio, ranked #211.

Simon Quick Advisors first reported a position in SCHV in Q1 2019 and has held it in 21 quarters since. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Simon Quick Advisors held 24,935 shares of Schwab US Large-Cap Value ETF worth $868K as of Q2 2026.
  • Simon Quick Advisors bought 113 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $3.72K.
  • Schwab US Large-Cap Value ETF made up 0.04% of Simon Quick Advisors's portfolio in Q2 2026, its #211 holding.
  • Simon Quick Advisors first reported a position in Schwab US Large-Cap Value ETF in Q1 2019 and has held it in 21 quarters since.
  • 991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Simon Quick Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.