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

Stewardship 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 Q3	$1.97M	Sell	59,166 -9,191	-13%	-$316K	0.41%	39
2026 Q2	$2.38M	Sell	68,357 -174	-0.3%	-$5.73K	0.49%	33
2026 Q1	$2.09M	Buy	68,531 +5,458	+9%	+$170K	0.48%	36
2025 Q4	$1.87M	Buy	63,073 +1,998	+3%	+$58.4K	0.43%	39
2025 Q3	$1.78M	Buy	61,075 +257	+0.4%	+$7.3K	0.42%	38
2025 Q2	$1.68M	Buy	60,818 +2,248	+4%	+$59.1K	0.43%	37
2025 Q1	$1.56M	Buy	58,570 +5,203	+10%	+$140K	0.42%	37
2024 Q4	$1.39M	Buy	53,367 +12,645	+31%	+$341K	0.39%	43
2024 Q3	$1.09M	Buy	40,722 +28,872	+244%	+$742K	0.31%	45
2024 Q2	$293K	Buy	+11,850	New	+$293K	0.1%	58

Other funds holding SCHV

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

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

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

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

Stewardship Advisors's SCHV Position: Q3 2026 in Review

Stewardship Advisors reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 13% in Q3 2026, selling an estimated $316K and leaving 59,166 shares worth $1.97M. The position accounts for 0.41% of the portfolio, ranked #39.

Stewardship Advisors first reported a position in SCHV in Q2 2024 and has held it in 10 quarters since. The position peaked at $2.38M in Q2 2026. 826 funds tracked by Wall St. Rank hold SCHV as of Q3 2026.

Stewardship Advisors held 59,166 shares of Schwab US Large-Cap Value ETF worth $1.97M as of Q3 2026.
Stewardship Advisors sold 9,191 Schwab US Large-Cap Value ETF shares in Q3 2026, an estimated $316K.
Schwab US Large-Cap Value ETF made up 0.41% of Stewardship Advisors's portfolio in Q3 2026, its #39 holding.
Stewardship Advisors first reported a position in Schwab US Large-Cap Value ETF in Q2 2024 and has held it in 10 quarters since.
Stewardship Advisors's Schwab US Large-Cap Value ETF position peaked at $2.38M in Q2 2026.
826 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2026.

Based on Stewardship Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.