UWM
SCHV

USAdvisors Wealth Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

USAdvisors Wealth Management’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 		$18M Sell
517,375
-213,306
-29% -$7.03M 5.16% 3
2026
Q1 		$21.8M Buy
730,681
+30,565
+4% +$952K 7.26% 1
2025
Q4 		$20.7M Buy
700,116
+63,563
+10% +$1.86M 6.83% 1
2025
Q3 		$18.5M Buy
636,553
+45,578
+8% +$1.29M 6.39% 2
2025
Q2 		$16.4M Buy
590,975
+68,547
+13% +$1.8M 6.08% 2
2025
Q1 		$13.9M Buy
522,428
+1,703
+0.3% +$45.7K 4.84% 3
2024
Q4 		$13.6M Buy
520,725
+62,130
+14% +$1.68M 4.41% 3
2024
Q3 		$12.2M Buy
458,595
+139,872
+44% +$3.59M 4.28% 3
2024
Q2 		$10.7M Sell
318,723
-66,234
-17% -$1.64M 3.77% 5
2024
Q1 		$9.71M Buy
384,957
+28,590
+8% +$685K 3.67% 2
2023
Q4 		$8.33M Buy
356,367
+345,123
+3,069% +$7.55M 3.46% 2
2023
Q3 		$241K Buy
+11,244
New +$253K 0.11% 96
2018
Q4 		– Sell
-24,702
Closed -$462K – 68
2018
Q3 		$462K Buy
+24,702
New +$458K 0.33% 40

Other funds holding SCHV

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
RRWA
Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
SWRP
Summit Wealth & Retirement Planning San Ramon, California $472M AUM 25.49% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

USAdvisors Wealth Management's SCHV Position: Q2 2026 in Review

USAdvisors Wealth Management reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 29% in Q2 2026, selling an estimated $7.03M and leaving 517,375 shares worth $18M. The position accounts for 5.16% of the portfolio, ranked #3.

USAdvisors Wealth Management first reported a position in SCHV in Q3 2018 and has held it in 13 quarters since. The position peaked at $21.8M in Q1 2026. 481 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • USAdvisors Wealth Management held 517,375 shares of Schwab US Large-Cap Value ETF worth $18M as of Q2 2026.
  • USAdvisors Wealth Management sold 213,306 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $7.03M.
  • Schwab US Large-Cap Value ETF made up 5.16% of USAdvisors Wealth Management's portfolio in Q2 2026, its #3 holding.
  • USAdvisors Wealth Management first reported a position in Schwab US Large-Cap Value ETF in Q3 2018 and has held it in 13 quarters since.
  • USAdvisors Wealth Management's Schwab US Large-Cap Value ETF position peaked at $21.8M in Q1 2026.
  • 481 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on USAdvisors Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.