SWA
SCHV

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

Strategic 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 		$23K Sell
780
-746
-49% -$24.6K 0.02% 138
2026
Q1 		$46K Buy
1,526
+746
+96% +$23.2K 0.04% 109
2025
Q4 		$23K Buy
+780
New +$22.8K 0.02% 138

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Envestnet Asset Management
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
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Osaic Holdings
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
SC
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 Wealth Advisors's SCHV Position: Q2 2026 in Review

Strategic Wealth Advisors reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 49% in Q2 2026, selling an estimated $24.6K and leaving 780 shares worth $23K. The position accounts for 0.02% of the portfolio, ranked #138.

Strategic Wealth Advisors first reported a position in SCHV in Q4 2025 and has held it in 3 quarters since. The position peaked at $46K in Q1 2026. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Strategic Wealth Advisors held 780 shares of Schwab US Large-Cap Value ETF worth $23K as of Q2 2026.
  • Strategic Wealth Advisors sold 746 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $24.6K.
  • Schwab US Large-Cap Value ETF made up 0.02% of Strategic Wealth Advisors's portfolio in Q2 2026, its #138 holding.
  • Strategic Wealth Advisors first reported a position in Schwab US Large-Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
  • Strategic Wealth Advisors's Schwab US Large-Cap Value ETF position peaked at $46K in Q1 2026.
  • 991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Strategic Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.