Spurstone Advisory Services’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Spurstone Advisory Services’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 Q3	$401	Sell	12 -1	-8%	-$34	0.01%	85
2026 Q2	$447	Buy	+13	New	+$428	0.01%	83
2026 Q1	–	Sell	-3	Closed	-$89	–	97
2025 Q4	$89	Hold	3	–	–	﹤0.01%	97
2025 Q3	$87	Hold	3	–	–	﹤0.01%	115
2025 Q2	$83	Hold	3	–	–	﹤0.01%	139
2025 Q1	$79	Hold	3	–	–	﹤0.01%	104
2024 Q4	$78	Buy	+3	New	+$81	﹤0.01%	76

Other funds holding SCHV

Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return

Mokosak Advisory Group Urbandale, Iowa $454M AUM 14.41% 1-Year Est. Return

Rainey & Randall Wealth Advisors Celebration, Florida $698M AUM 11.67% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

Spurstone Advisory Services's SCHV Position: Q3 2026 in Review

Spurstone Advisory Services reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 7.7% in Q3 2026, selling an estimated $34 and leaving 12 shares worth $401. The position accounts for 0.01% of the portfolio, ranked #85.

Spurstone Advisory Services first reported a position in SCHV in Q4 2024 and has held it in 7 quarters since. The position peaked at $447 in Q2 2026. 555 funds tracked by Wall St. Rank hold SCHV as of Q3 2026.

Spurstone Advisory Services held 12 shares of Schwab US Large-Cap Value ETF worth $401 as of Q3 2026.
Spurstone Advisory Services sold 1 Schwab US Large-Cap Value ETF share in Q3 2026, an estimated $34.
Schwab US Large-Cap Value ETF made up 0.01% of Spurstone Advisory Services's portfolio in Q3 2026, its #85 holding.
Spurstone Advisory Services first reported a position in Schwab US Large-Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
Spurstone Advisory Services's Schwab US Large-Cap Value ETF position peaked at $447 in Q2 2026.
555 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2026.

Based on Spurstone Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.