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 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

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

Spurstone Advisory Services's SCHV Position: Q2 2026 in Review

Spurstone Advisory Services opened a new position in Schwab US Large-Cap Value ETF (SCHV) in Q2 2026: 13 shares worth $447. The stake represents 0.01% of the portfolio and ranks #83 among its holdings. This is a return to the name: Spurstone Advisory Services previously reported a position in SCHV as recently as Q4 2025.

Spurstone Advisory Services first reported a position in SCHV in Q4 2024 and has held it in 6 quarters since. 993 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

Spurstone Advisory Services held 13 shares of Schwab US Large-Cap Value ETF worth $447 as of Q2 2026.
Schwab US Large-Cap Value ETF was a new Spurstone Advisory Services position in Q2 2026.
Schwab US Large-Cap Value ETF made up 0.01% of Spurstone Advisory Services's portfolio in Q2 2026, its #83 holding.
Spurstone Advisory Services first reported a position in Schwab US Large-Cap Value ETF in Q4 2024 and has held it in 6 quarters since.
993 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Spurstone Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.