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 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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

RRWA

Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

CFG

Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return

SWRP

Summit Wealth & Retirement Planning San Ramon, California $472M AUM 25.49% 1-Year Est. Return

FMP

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Stewardship Advisors's SCHV Position: Q2 2026 in Review

Stewardship Advisors reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 0.25% in Q2 2026, selling an estimated $5.73K and leaving 68,357 shares worth $2.38M. The position accounts for 0.49% of the portfolio, ranked #33.

Stewardship Advisors first reported a position in SCHV in Q2 2024 and has held it in 9 quarters since. 482 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

Stewardship Advisors held 68,357 shares of Schwab US Large-Cap Value ETF worth $2.38M as of Q2 2026.
Stewardship Advisors sold 174 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $5.73K.
Schwab US Large-Cap Value ETF made up 0.49% of Stewardship Advisors's portfolio in Q2 2026, its #33 holding.
Stewardship Advisors first reported a position in Schwab US Large-Cap Value ETF in Q2 2024 and has held it in 9 quarters since.
482 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Stewardship Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.