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

SOA Wealth 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	$167	Hold	5	–	–	﹤0.01%	852
2026 Q1	$146	Hold	5	–	–	﹤0.01%	823
2025 Q4	$141	Hold	5	–	–	﹤0.01%	827
2025 Q3	$138	Hold	5	–	–	﹤0.01%	848
2025 Q2	$130	Hold	5	–	–	﹤0.01%	830
2025 Q1	$124	Hold	5	–	–	﹤0.01%	840
2024 Q4	$121	Sell	5 -1	-17%	-$27	﹤0.01%	838
2024 Q3	$131	Hold	6	–	–	﹤0.01%	800
2024 Q2	$119	Hold	6	–	–	﹤0.01%	814
2024 Q1	$122	Hold	6	–	–	﹤0.01%	867
2023 Q4	$112	Hold	6	–	–	﹤0.01%	869
2023 Q3	$102	Hold	6	–	–	﹤0.01%	903
2023 Q2	$106	Hold	6	–	–	﹤0.01%	905
2023 Q1	$103	Hold	6	–	–	﹤0.01%	937
2022 Q4	$103	Buy	6 +3	+100%	+$65	﹤0.01%	941
2022 Q3	$0	Hold	3	–	–	﹤0.01%	973
2022 Q2	$0	Hold	3	–	–	﹤0.01%	1004
2022 Q1	$0	Hold	3	–	–	﹤0.01%	995
2021 Q4	$0	Hold	3	–	–	﹤0.01%	971
2021 Q3	$0	Hold	3	–	–	﹤0.01%	980
2021 Q2	$0	Hold	3	–	–	﹤0.01%	957
2021 Q1	$0	Hold	3	–	–	﹤0.01%	913
2020 Q4	$0	Buy	+3	New	+$56	﹤0.01%	877

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

SOA Wealth Advisors's SCHV Position: Q2 2026 in Review

SOA Wealth Advisors held its Schwab US Large-Cap Value ETF (SCHV) position steady in Q2 2026 at 5 shares worth $167. The position accounts for ﹤0.01% of the portfolio, ranked #852.

SOA Wealth Advisors first reported a position in SCHV in Q4 2020 and has held it in 23 quarters since. 987 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

SOA Wealth Advisors held 5 shares of Schwab US Large-Cap Value ETF worth $167 as of Q2 2026.
SOA Wealth Advisors left its Schwab US Large-Cap Value ETF share count unchanged in Q2 2026.
Schwab US Large-Cap Value ETF made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #852 holding.
SOA Wealth Advisors first reported a position in Schwab US Large-Cap Value ETF in Q4 2020 and has held it in 23 quarters since.
987 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.