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

Strata 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	$200K	Buy	+5,748	New	+$189K	0.05%	97

Other funds holding SCHV

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

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

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

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

Strata Wealth Advisors opened a new position in Schwab US Large-Cap Value ETF (SCHV) in Q2 2026: 5,748 shares worth $200K. The stake represents 0.05% of the portfolio and ranks #97 among its holdings.

988 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

Strata Wealth Advisors held 5,748 shares of Schwab US Large-Cap Value ETF worth $200K as of Q2 2026.
Schwab US Large-Cap Value ETF was a new Strata Wealth Advisors position in Q2 2026.
Schwab US Large-Cap Value ETF made up 0.05% of Strata Wealth Advisors's portfolio in Q2 2026, its #97 holding.
988 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Strata Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.