SWASL
SCHV

Spartan Wealth Advisory Services LLC’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Spartan Wealth Advisory Services LLC’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 		$747K Buy
21,460
+17
+0.1% +$560 0.06% 182
2026
Q1 		$654K Buy
+21,443
New +$668K 0.06% 187

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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

Spartan Wealth Advisory Services LLC's SCHV Position: Q2 2026 in Review

Spartan Wealth Advisory Services LLC increased its Schwab US Large-Cap Value ETF (SCHV) stake by 0.08% in Q2 2026, buying an estimated $560 and bringing the position to 21,460 shares worth $747K. The position accounts for 0.06% of the portfolio, ranked #182.

Spartan Wealth Advisory Services LLC first reported a position in SCHV in Q1 2026 and has held it in 2 quarters since. 955 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Spartan Wealth Advisory Services LLC held 21,460 shares of Schwab US Large-Cap Value ETF worth $747K as of Q2 2026.
  • Spartan Wealth Advisory Services LLC bought 17 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $560.
  • Schwab US Large-Cap Value ETF made up 0.06% of Spartan Wealth Advisory Services LLC's portfolio in Q2 2026, its #182 holding.
  • Spartan Wealth Advisory Services LLC first reported a position in Schwab US Large-Cap Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 955 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Spartan Wealth Advisory Services LLC's 13F filing for Q2 2026, filed 5 Aug 2026.