SWA
SCHV

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

Sterling Wealth 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 		$375K Hold
10,780
– – 0.2% 18
2026
Q1 		$346K Hold
10,780
– – 0.2% 18
2025
Q4 		$319K Sell
10,780
-1,880
-15% -$55K 0.19% 18
2025
Q3 		$367K Hold
12,660
– – 0.23% 18
2025
Q2 		$355K Hold
12,660
– – 0.25% 16
2025
Q1 		$337K Hold
12,660
– – 0.26% 16
2024
Q4 		$330K Buy
+12,660
New +$342K 0.26% 16

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

Sterling Wealth Advisors's SCHV Position: Q2 2026 in Review

Sterling Wealth Advisors held its Schwab US Large-Cap Value ETF (SCHV) position steady in Q2 2026 at 10,780 shares worth $375K. The position accounts for 0.2% of the portfolio, ranked #18.

Sterling Wealth Advisors first reported a position in SCHV in Q4 2024 and has held it in 7 quarters since. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Sterling Wealth Advisors held 10,780 shares of Schwab US Large-Cap Value ETF worth $375K as of Q2 2026.
  • Sterling Wealth Advisors left its Schwab US Large-Cap Value ETF share count unchanged in Q2 2026.
  • Schwab US Large-Cap Value ETF made up 0.2% of Sterling Wealth Advisors's portfolio in Q2 2026, its #18 holding.
  • Sterling Wealth Advisors first reported a position in Schwab US Large-Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Sterling Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.