SA
SCHV

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

Sovran 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 		$1.65M Sell
48,055
-6,242
-11% -$206K 0.12% 185
2026
Q1 		$1.76M Buy
54,297
+5,990
+12% +$187K 0.14% 167
2025
Q4 		$1.49M Buy
48,307
+18,995
+65% +$555K 0.13% 180
2025
Q3 		$847K Buy
+29,312
New +$833K 0.07% 241

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

Sovran Advisors's SCHV Position: Q2 2026 in Review

Sovran Advisors reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 11% in Q2 2026, selling an estimated $206K and leaving 48,055 shares worth $1.65M. The position accounts for 0.12% of the portfolio, ranked #185.

Sovran Advisors first reported a position in SCHV in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.76M in Q1 2026. 990 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Sovran Advisors held 48,055 shares of Schwab US Large-Cap Value ETF worth $1.65M as of Q2 2026.
  • Sovran Advisors sold 6,242 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $206K.
  • Schwab US Large-Cap Value ETF made up 0.12% of Sovran Advisors's portfolio in Q2 2026, its #185 holding.
  • Sovran Advisors first reported a position in Schwab US Large-Cap Value ETF in Q3 2025 and has held it in 4 quarters since.
  • Sovran Advisors's Schwab US Large-Cap Value ETF position peaked at $1.76M in Q1 2026.
  • 990 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Sovran Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.