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

SRH 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 Q1	$75.8K	Sell	2,484 -1,656	-40%	-$51.6K	0.02%	116
2025 Q4	$123K	Hold	4,140	–	–	0.04%	95
2025 Q3	$121K	Hold	4,140	–	–	0.04%	93
2025 Q2	$115K	Hold	4,140	–	–	0.03%	85
2025 Q1	$110K	Hold	4,140	–	–	0.03%	86
2024 Q4	$108K	Hold	4,140	–	–	0.03%	88
2024 Q3	$111K	Hold	4,140	–	–	0.03%	88
2024 Q2	$102K	Hold	4,140	–	–	0.03%	86
2024 Q1	$105K	Hold	4,140	–	–	0.03%	87
2023 Q4	$96.7K	Hold	4,140	–	–	0.03%	93
2023 Q3	$89K	Hold	4,140	–	–	0.04%	91
2023 Q2	$90.5K	Hold	4,140	–	–	0.05%	88
2023 Q1	$91K	Hold	4,140	–	–	0.05%	88
2022 Q4	$91K	Hold	4,140	–	–	0.05%	89
2022 Q3	$81K	Hold	4,140	–	–	0.11%	90
2022 Q2	$86K	Hold	4,140	–	–	0.11%	89
2022 Q1	$99K	Hold	4,140	–	–	0.11%	91
2021 Q4	$101K	Hold	4,140	–	–	0.11%	96
2021 Q3	$93K	Hold	4,140	–	–	0.11%	89
2021 Q2	$94K	Hold	4,140	–	–	0.12%	87
2021 Q1	$90K	Hold	4,140	–	–	0.13%	77
2020 Q4	$82K	Hold	4,140	–	–	0.14%	77
2020 Q3	$72K	Sell	4,140 -2,022	-33%	-$35.4K	0.14%	76
2020 Q2	$103K	Buy	6,162 +12	+0.2%	+$196	0.26%	57
2020 Q1	$91K	Buy	6,150 +21	+0.3%	+$385	0.25%	57
2019 Q4	$123K	Buy	6,129 +33	+0.5%	+$639	0.39%	49
2019 Q3	$115K	Buy	6,096 +15	+0.2%	+$281	0.39%	48
2019 Q2	$114K	Hold	6,081	–	–	0.39%	50
2019 Q1	$111K	Buy	6,081 +12	+0.2%	+$213	0.39%	51
2018 Q4	$100K	Buy	6,069 +30	+0.5%	+$531	0.38%	56
2018 Q3	$113K	Buy	6,039 +12	+0.2%	+$222	0.39%	51
2018 Q2	$107K	Hold	6,027	–	–	0.4%	55
2018 Q1	$106K	Buy	6,027 +12	+0.2%	+$220	0.42%	49
2017 Q4	$110K	Sell	6,015 -21	-0.3%	-$374	0.43%	50
2017 Q3	$104K	Buy	6,036 +1,896	+46%	+$32.1K	0.44%	51
2017 Q2	$69K	Hold	4,140	–	–	0.33%	53
2017 Q1	$69K	Hold	4,140	–	–	0.32%	51
2016 Q4	$66K	Hold	4,140	–	–	0.33%	54
2016 Q3	$63K	Hold	4,140	–	–	0.33%	53
2016 Q2	$62K	Hold	4,140	–	–	0.33%	55
2016 Q1	$60K	Hold	4,140	–	–	0.33%	51
2015 Q4	$59K	Hold	4,140	–	–	0.35%	49
2015 Q3	$55K	Buy	+4,140	New	+$58K	0.32%	47

Other funds holding SCHV

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

SRH Advisors's SCHV Position: Q1 2026 in Review

SRH Advisors reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 40% in Q1 2026, selling an estimated $51.6K and leaving 2,484 shares worth $75.8K. The position accounts for 0.02% of the portfolio, ranked #116.

SRH Advisors first reported a position in SCHV in Q3 2015 and has held it in 43 quarters since. The position peaked at $123K in Q4 2019. 962 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

SRH Advisors held 2,484 shares of Schwab US Large-Cap Value ETF worth $75.8K as of Q1 2026.
SRH Advisors sold 1,656 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $51.6K.
Schwab US Large-Cap Value ETF made up 0.02% of SRH Advisors's portfolio in Q1 2026, its #116 holding.
SRH Advisors first reported a position in Schwab US Large-Cap Value ETF in Q3 2015 and has held it in 43 quarters since.
SRH Advisors's Schwab US Large-Cap Value ETF position peaked at $123K in Q4 2019.
962 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

Based on SRH Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.