USCWA
SCHV

U.S. Capital Wealth Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

U.S. Capital 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
Q1 		$470K Buy
15,395
+4
+0% +$125 0.01% 690
2025
Q4 		$456K Buy
15,391
+1,559
+11% +$45.6K 0.01% 679
2025
Q3 		$403K Buy
13,832
+4
+0% +$114 0.01% 686
2025
Q2 		$383K Buy
13,828
+3
+0% +$79 0.01% 665
2025
Q1 		$367K Buy
13,825
+406
+3% +$10.9K 0.01% 648
2024
Q4 		$350K Buy
13,419
+3,945
+42% +$107K 0.01% 650
2024
Q3 		$254K Hold
9,474
– – 0.01% 621
2024
Q2 		$234K Sell
9,474
-1,059
-10% -$26.2K 0.01% 619
2024
Q1 		$267K Buy
+10,533
New +$253K 0.01% 592
2023
Q2 		– Sell
-11,304
Closed -$247K – 688
2023
Q1 		$247K Sell
11,304
-894
-7% -$19.9K 0.01% 572
2022
Q4 		$268K Sell
12,198
-2,631
-18% -$57K 0.01% 553
2022
Q3 		$289K Sell
14,829
-1,005
-6% -$21.6K 0.01% 526
2022
Q2 		$329K Buy
15,834
+180
+1% +$4.04K 0.01% 540
2022
Q1 		$373K Buy
15,654
+4,065
+35% +$96.2K 0.01% 563
2021
Q4 		$283K Buy
+11,589
New +$275K 0.01% 611

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

U.S. Capital Wealth Advisors's SCHV Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its Schwab US Large-Cap Value ETF (SCHV) stake by 0.03% in Q1 2026, buying an estimated $125 and bringing the position to 15,395 shares worth $470K. The position accounts for 0.01% of the portfolio, ranked #690.

U.S. Capital Wealth Advisors first reported a position in SCHV in Q4 2021 and has held it in 15 quarters since. 963 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

  • U.S. Capital Wealth Advisors held 15,395 shares of Schwab US Large-Cap Value ETF worth $470K as of Q1 2026.
  • U.S. Capital Wealth Advisors bought 4 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $125.
  • Schwab US Large-Cap Value ETF made up 0.01% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #690 holding.
  • U.S. Capital Wealth Advisors first reported a position in Schwab US Large-Cap Value ETF in Q4 2021 and has held it in 15 quarters since.
  • 963 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.