SIA
SCHV

Soltis Investment Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Soltis 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 		$543K Hold
15,610
– – 0.03% 344
2026
Q1 		$476K Sell
15,610
-174
-1% -$5.42K 0.03% 348
2025
Q4 		$467K Buy
15,784
+147
+0.9% +$4.3K 0.03% 333
2025
Q3 		$455K Hold
15,637
– – 0.03% 313
2025
Q2 		$433K Buy
15,637
+468
+3% +$12.3K 0.03% 272
2025
Q1 		$403K Buy
15,169
+169
+1% +$4.54K 0.04% 263
2024
Q4 		$391K Hold
15,000
– – 0.04% 259
2024
Q3 		$402K Hold
15,000
– – 0.04% 245
2024
Q2 		$370K Hold
15,000
– – 0.04% 242
2024
Q1 		$380K Hold
15,000
– – 0.04% 227
2023
Q4 		$351K Sell
15,000
-2,838
-16% -$62.1K 0.04% 222
2023
Q3 		$383K Buy
17,838
+2,727
+18% +$61.2K 0.05% 195
2023
Q2 		$338K Buy
15,111
+111
+0.7% +$2.42K 0.04% 207
2023
Q1 		$328K Hold
15,000
– – 0.04% 204
2022
Q4 		$330K Hold
15,000
– – 0.04% 195
2022
Q3 		$293K Hold
15,000
– – 0.04% 190
2022
Q2 		$312K Sell
15,000
-1,119
-7% -$25.1K 0.05% 190
2022
Q1 		$384K Buy
+16,119
New +$382K 0.05% 182

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

Soltis Investment Advisors's SCHV Position: Q2 2026 in Review

Soltis Investment Advisors held its Schwab US Large-Cap Value ETF (SCHV) position steady in Q2 2026 at 15,610 shares worth $543K. The position accounts for 0.03% of the portfolio, ranked #344.

Soltis Investment Advisors first reported a position in SCHV in Q1 2022 and has held it in 18 quarters since. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Soltis Investment Advisors held 15,610 shares of Schwab US Large-Cap Value ETF worth $543K as of Q2 2026.
  • Soltis Investment Advisors left its Schwab US Large-Cap Value ETF share count unchanged in Q2 2026.
  • Schwab US Large-Cap Value ETF made up 0.03% of Soltis Investment Advisors's portfolio in Q2 2026, its #344 holding.
  • Soltis Investment Advisors first reported a position in Schwab US Large-Cap Value ETF in Q1 2022 and has held it in 18 quarters since.
  • 991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.