United Advisor Group’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

United Advisor Group’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	$1.96M	Buy	56,439 +10,278	+22%	+$339K	0.21%	127
2026 Q1	$1.41M	Sell	46,161 -491	-1%	-$15.3K	0.17%	147
2025 Q4	$1.38M	Buy	46,652 +1,679	+4%	+$49.1K	0.17%	143
2025 Q3	$1.31M	Buy	44,973 +1,241	+3%	+$35.3K	0.18%	133
2025 Q2	$1.21M	Buy	43,732 +29,915	+217%	+$786K	0.21%	115
2025 Q1	$367K	Buy	13,817 +1,559	+13%	+$41.8K	0.08%	241
2024 Q4	$320K	Sell	12,258 -99	-0.8%	-$2.67K	0.06%	285
2024 Q3	$331K	Sell	12,357 -42	-0.3%	-$1.08K	0.07%	262
2024 Q2	$306K	Buy	12,399 +1,047	+9%	+$25.9K	0.1%	195
2024 Q1	$288K	Buy	+11,352	New	+$272K	0.11%	165

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

United Advisor Group's SCHV Position: Q2 2026 in Review

United Advisor Group increased its Schwab US Large-Cap Value ETF (SCHV) stake by 22% in Q2 2026, buying an estimated $339K and bringing the position to 56,439 shares worth $1.96M. The position accounts for 0.21% of the portfolio, ranked #127.

United Advisor Group first reported a position in SCHV in Q1 2024 and has held it in 10 quarters since. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

United Advisor Group held 56,439 shares of Schwab US Large-Cap Value ETF worth $1.96M as of Q2 2026.
United Advisor Group bought 10,278 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $339K.
Schwab US Large-Cap Value ETF made up 0.21% of United Advisor Group's portfolio in Q2 2026, its #127 holding.
United Advisor Group first reported a position in Schwab US Large-Cap Value ETF in Q1 2024 and has held it in 10 quarters since.
991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.