Strategic Investment Solutions’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Strategic Investment Solutions’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	$185K	Sell	5,326 -178	-3%	-$5.86K	0.04%	157
2026 Q1	$168K	Buy	5,504 +5	+0.1%	+$156	0.04%	164
2025 Q4	$163K	Buy	5,499 +7	+0.1%	+$205	0.04%	152
2025 Q3	$160K	Sell	5,492 -462	-8%	-$13.1K	0.04%	152
2025 Q2	$165K	Sell	5,954 -471	-7%	-$12.4K	0.05%	138
2025 Q1	$171K	Sell	6,425 -744	-10%	-$20K	0.05%	115
2024 Q4	$187K	Sell	7,169 -394	-5%	-$10.6K	0.06%	100
2024 Q3	$203K	Sell	7,563 -3,180	-30%	-$81.7K	0.06%	98
2024 Q2	$236K	Buy	+10,743	New	+$265K	0.08%	88
2023 Q4	$193K	Sell	8,250 -532,674	-98%	-$11.6M	0.03%	206
2023 Q3	$12.1M	Buy	540,924 +532,449	+6,283%	+$12M	0.15%	85
2023 Q2	$180K	Buy	8,475 +15	+0.2%	+$328	0.04%	153
2023 Q1	$185K	Buy	+8,460	New	+$188K	0.04%	189

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

Strategic Investment Solutions's SCHV Position: Q2 2026 in Review

Strategic Investment Solutions reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 3.2% in Q2 2026, selling an estimated $5.86K and leaving 5,326 shares worth $185K. The position accounts for 0.04% of the portfolio, ranked #157.

Strategic Investment Solutions first reported a position in SCHV in Q1 2023 and has held it in 13 quarters since. The position peaked at $12.1M in Q3 2023. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

Strategic Investment Solutions held 5,326 shares of Schwab US Large-Cap Value ETF worth $185K as of Q2 2026.
Strategic Investment Solutions sold 178 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $5.86K.
Schwab US Large-Cap Value ETF made up 0.04% of Strategic Investment Solutions's portfolio in Q2 2026, its #157 holding.
Strategic Investment Solutions first reported a position in Schwab US Large-Cap Value ETF in Q1 2023 and has held it in 13 quarters since.
Strategic Investment Solutions's Schwab US Large-Cap Value ETF position peaked at $12.1M in Q3 2023.
991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Strategic Investment Solutions's 13F filing for Q2 2026, filed 8 Jul 2026.