SPIA
SCHV

Steward Partners Investment Advisory’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Steward Partners Investment Advisory’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 		$862K Buy
28,251
+6,036
+27% +$188K ﹤0.01% 1245
2025
Q4 		$658K Sell
22,215
-6,125
-22% -$179K ﹤0.01% 1271
2025
Q3 		$825K Sell
28,340
-15
-0.1% -$426 ﹤0.01% 1139
2025
Q2 		$785K Sell
28,355
-2,358
-8% -$62K 0.01% 1094
2025
Q1 		$816K Buy
30,713
+1,191
+4% +$32K 0.01% 997
2024
Q4 		$770K Sell
29,522
-55
-0.2% -$1.49K 0.01% 967
2024
Q3 		$792K Sell
29,577
-13,164
-31% -$338K 0.01% 939
2024
Q2 		$1.06M Sell
42,741
-2,196
-5% -$54.3K 0.01% 796
2024
Q1 		$1.14M Buy
44,937
+6,285
+16% +$151K 0.01% 744
2023
Q4 		$903K Sell
38,652
-255
-0.7% -$5.58K 0.01% 772
2023
Q3 		$836K Sell
38,907
-5,850
-13% -$131K 0.01% 738
2023
Q2 		$1M Sell
44,757
-16,674
-27% -$364K 0.02% 689
2023
Q1 		$1.34M Sell
61,431
-74,652
-55% -$1.66M 0.02% 585
2022
Q4 		$2.99M Buy
136,083
+37,947
+39% +$822K 0.05% 353
2022
Q3 		$1.91M Buy
98,136
+77,916
+385% +$1.68M 0.04% 443
2022
Q2 		$421K Buy
20,220
+1,362
+7% +$30.6K 0.01% 907
2022
Q1 		$449K Hold
18,858
– – 0.01% 962
2021
Q4 		$460K Sell
18,858
-24
-0.1% -$568 0.01% 964
2021
Q3 		$425K Sell
18,882
-675
-3% -$15.6K 0.01% 962
2021
Q2 		$446K Sell
19,557
-3,207
-14% -$72.8K 0.01% 982
2021
Q1 		$495K Buy
22,764
+2,526
+12% +$52.6K 0.01% 893
2020
Q4 		$402K Buy
20,238
+13,179
+187% +$246K 0.01% 823
2020
Q3 		$123K Hold
7,059
– – ﹤0.01% 1136
2020
Q2 		$118K Sell
7,059
-2,103
-23% -$34.3K ﹤0.01% 1082
2020
Q1 		$135K Sell
9,162
-30
-0.3% -$550 ﹤0.01% 900
2019
Q4 		$184K Buy
9,192
+7,641
+493% +$148K 0.01% 906
2019
Q3 		$29K Hold
1,551
– – ﹤0.01% 1596
2019
Q2 		$29K Buy
+1,551
New +$28.7K ﹤0.01% 1558
2018
Q4 		– Sell
-783
Closed -$15K – 1905
2018
Q3 		$15K Buy
783
+750
+2,273% +$13.9K ﹤0.01% 1704
2018
Q2 		$1K Buy
+33
New +$589 ﹤0.01% 2385

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
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
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
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Steward Partners Investment Advisory's SCHV Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its Schwab US Large-Cap Value ETF (SCHV) stake by 27% in Q1 2026, buying an estimated $188K and bringing the position to 28,251 shares worth $862K. The position accounts for ﹤0.01% of the portfolio, ranked #1245.

Steward Partners Investment Advisory first reported a position in SCHV in Q2 2018 and has held it in 30 quarters since. The position peaked at $2.99M in Q4 2022. 963 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

  • Steward Partners Investment Advisory held 28,251 shares of Schwab US Large-Cap Value ETF worth $862K as of Q1 2026.
  • Steward Partners Investment Advisory bought 6,036 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $188K.
  • Schwab US Large-Cap Value ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1245 holding.
  • Steward Partners Investment Advisory first reported a position in Schwab US Large-Cap Value ETF in Q2 2018 and has held it in 30 quarters since.
  • Steward Partners Investment Advisory's Schwab US Large-Cap Value ETF position peaked at $2.99M in Q4 2022.
  • 963 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.