UCFA
SCHV

United Capital Financial Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

United Capital Financial 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 		$49.6M Sell
1,625,488
-37,795
-2% -$1.18M 0.3% 65
2025
Q4 		$49.2M Sell
1,663,283
-26,899
-2% -$786K 0.3% 68
2025
Q3 		$49.2M Sell
1,690,182
-43,144
-2% -$1.23M 0.35% 60
2025
Q2 		$48M Sell
1,733,326
-151,322
-8% -$3.98M 0.39% 56
2025
Q1 		$50.1M Sell
1,884,648
-14,469
-0.8% -$388K 0.43% 46
2024
Q4 		$49.5M Sell
1,899,117
-28,383
-1% -$766K 0.42% 53
2024
Q3 		$51.6M Sell
1,927,500
-14,355
-0.7% -$369K 0.43% 54
2024
Q2 		$48M Sell
1,941,855
-33,774
-2% -$835K 0.41% 55
2024
Q1 		$50M Sell
1,975,629
-25,065
-1% -$601K 0.41% 55
2023
Q4 		$46.7M Sell
2,000,694
-132,006
-6% -$2.89M 0.39% 56
2023
Q3 		$45.8M Sell
2,132,700
-25,038
-1% -$562K 0.3% 71
2023
Q2 		$48.3M Sell
2,157,738
-65,256
-3% -$1.42M 0.26% 77
2023
Q1 		$48.6M Sell
2,222,994
-153,177
-6% -$3.4M 0.27% 76
2022
Q4 		$52.3M Sell
2,376,171
-204,489
-8% -$4.43M 0.29% 73
2022
Q3 		$50.3M Sell
2,580,660
-322,599
-11% -$6.94M 0.3% 72
2022
Q2 		$60.4M Sell
2,903,259
-83,424
-3% -$1.87M 0.33% 65
2022
Q1 		$71.1M Sell
2,986,683
-179,751
-6% -$4.26M 0.35% 59
2021
Q4 		$77.3M Sell
3,166,434
-164,598
-5% -$3.9M 0.36% 55
2021
Q3 		$74.9M Sell
3,331,032
-164,958
-5% -$3.82M 0.37% 53
2021
Q2 		$79.7M Sell
3,495,990
-260,115
-7% -$5.9M 0.4% 49
2021
Q1 		$81.7M Sell
3,756,105
-200,769
-5% -$4.18M 0.45% 45
2020
Q4 		$78.5M Sell
3,956,874
-132,582
-3% -$2.48M 0.47% 42
2020
Q3 		$71.1M Sell
4,089,456
-241,743
-6% -$4.23M 0.46% 42
2020
Q2 		$72.3M Sell
4,331,199
-315,546
-7% -$5.15M 0.53% 35
2020
Q1 		$68.6M Buy
4,646,745
+610,887
+15% +$11.2M 0.57% 26
2019
Q4 		$80.9M Buy
4,035,858
+79,836
+2% +$1.55M 0.52% 33
2019
Q3 		$74.8M Buy
3,956,022
+229,875
+6% +$4.3M 0.52% 30
2019
Q2 		$69.7M Buy
3,726,147
+275,499
+8% +$5.09M 0.46% 41
2019
Q1 		$63M Buy
3,450,648
+268,428
+8% +$4.76M 0.44% 43
2018
Q4 		$52.3M Sell
3,182,220
-207,474
-6% -$3.67M 0.42% 53
2018
Q3 		$63.4M Sell
3,389,694
-20,016
-0.6% -$371K 0.45% 45
2018
Q2 		$60.4M Buy
3,409,710
+204,162
+6% +$3.64M 0.45% 42
2018
Q1 		$56.5M Buy
3,205,548
+2,589,147
+420% +$47.4M 0.43% 44
2017
Q4 		$11.2M Buy
616,401
+8,769
+1% +$156K 0.09% 275
2017
Q3 		$10.5M Buy
607,632
+18,495
+3% +$313K 0.09% 269
2017
Q2 		$9.86M Sell
589,137
-23,706
-4% -$394K 0.09% 268
2017
Q1 		$10.1M Sell
612,843
-40,527
-6% -$666K 0.09% 260
2016
Q4 		$10.5M Sell
653,370
-7,143
-1% -$111K 0.1% 242
2016
Q3 		$10M Sell
660,513
-134,553
-17% -$2.05M 0.1% 253
2016
Q2 		$11.9M Sell
795,066
-42,969
-5% -$629K 0.12% 184
2016
Q1 		$12.1M Buy
838,035
+62,835
+8% +$860K 0.13% 163
2015
Q4 		$11M Sell
775,200
-15,525
-2% -$220K 0.13% 185
2015
Q3 		$10.5M Sell
790,725
-71,040
-8% -$994K 0.13% 180
2015
Q2 		$12.4M Sell
861,765
-29,835
-3% -$439K 0.14% 169
2015
Q1 		$13.1M Buy
891,600
+14,259
+2% +$208K 0.16% 152
2014
Q4 		$12.9M Buy
877,341
+243,729
+38% +$3.51M 0.19% 134
2014
Q3 		$9.01M Sell
633,612
-22,512
-3% -$322K 0.16% 165
2014
Q2 		$9.37M Sell
656,124
-66
-0% -$920 0.17% 153
2014
Q1 		$9.01M Buy
656,190
+42,453
+7% +$569K 0.19% 127
2013
Q4 		$8.33M Buy
613,737
+162,396
+36% +$2.12M 0.28% 98
2013
Q3 		$5.61M Buy
451,341
+80,331
+22% +$1.01M 0.18% 127
2013
Q2 		$4.48M Buy
+371,010
New +$4.51M 0.12% 205

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 $3.64B AUM 14.73% 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

United Capital Financial Advisors's SCHV Position: Q1 2026 in Review

United Capital Financial Advisors reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 2.3% in Q1 2026, selling an estimated $1.18M and leaving 1,625,488 shares worth $49.6M. The position accounts for 0.3% of the portfolio, ranked #65.

United Capital Financial Advisors first reported a position in SCHV in Q2 2013 and has held it in 52 quarters since. The position peaked at $81.7M in Q1 2021. 963 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

  • United Capital Financial Advisors held 1,625,488 shares of Schwab US Large-Cap Value ETF worth $49.6M as of Q1 2026.
  • United Capital Financial Advisors sold 37,795 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $1.18M.
  • Schwab US Large-Cap Value ETF made up 0.3% of United Capital Financial Advisors's portfolio in Q1 2026, its #65 holding.
  • United Capital Financial Advisors first reported a position in Schwab US Large-Cap Value ETF in Q2 2013 and has held it in 52 quarters since.
  • United Capital Financial Advisors's Schwab US Large-Cap Value ETF position peaked at $81.7M in Q1 2021.
  • 963 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.