SW
SCHV

SkyOak Wealth’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

SkyOak Wealth’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 		$652K Hold
18,744
– – 0.11% 119
2026
Q1 		$572K Hold
18,744
– – 0.1% 120
2025
Q4 		$555K Sell
18,744
-360
-2% -$10.5K 0.1% 121
2025
Q3 		$556K Sell
19,104
-2,694
-12% -$76.5K 0.11% 118
2025
Q2 		$603K Hold
21,798
– – 0.12% 108
2025
Q1 		$579K Sell
21,798
-1,707
-7% -$45.8K 0.13% 106
2024
Q4 		$613K Sell
23,505
-162
-0.7% -$4.37K 0.13% 101
2024
Q3 		$634K Hold
23,667
– – 0.14% 100
2024
Q2 		$584K Sell
23,667
-114
-0.5% -$2.82K 0.14% 107
2024
Q1 		$602K Sell
23,781
-741
-3% -$17.8K 0.14% 108
2023
Q4 		$573K Sell
24,522
-117
-0.5% -$2.56K 0.15% 107
2023
Q3 		$529K Buy
24,639
+1,596
+7% +$35.8K 0.15% 105
2023
Q2 		$515K Buy
23,043
+3,219
+16% +$70.3K 0.15% 118
2023
Q1 		$433K Sell
19,824
-534
-3% -$11.9K 0.13% 127
2022
Q4 		$448K Buy
20,358
+1,326
+7% +$28.7K 0.15% 119
2022
Q3 		$371K Buy
19,032
+1,524
+9% +$32.8K 0.13% 133
2022
Q2 		$364K Sell
17,508
-2,220
-11% -$49.8K 0.12% 139
2022
Q1 		$469K Buy
+19,728
New +$467K 0.13% 137
2020
Q1 		– Sell
-19,875
Closed -$398K – 280
2019
Q4 		$398K Buy
+19,875
New +$385K 0.12% 197

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

SkyOak Wealth's SCHV Position: Q2 2026 in Review

SkyOak Wealth held its Schwab US Large-Cap Value ETF (SCHV) position steady in Q2 2026 at 18,744 shares worth $652K. The position accounts for 0.11% of the portfolio, ranked #119.

SkyOak Wealth first reported a position in SCHV in Q4 2019 and has held it in 19 quarters since. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • SkyOak Wealth held 18,744 shares of Schwab US Large-Cap Value ETF worth $652K as of Q2 2026.
  • SkyOak Wealth left its Schwab US Large-Cap Value ETF share count unchanged in Q2 2026.
  • Schwab US Large-Cap Value ETF made up 0.11% of SkyOak Wealth's portfolio in Q2 2026, its #119 holding.
  • SkyOak Wealth first reported a position in Schwab US Large-Cap Value ETF in Q4 2019 and has held it in 19 quarters since.
  • 991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on SkyOak Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.