VFA
SCHV

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

Valeo 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
Q2 		$1.59M Buy
45,756
+829
+2% +$27.3K 0.03% 222
2026
Q1 		$1.37M Sell
44,927
-54
-0.1% -$1.68K 0.03% 218
2025
Q4 		$1.33M Buy
44,981
+1
+0% +$29 0.03% 250
2025
Q3 		$1.31M Hold
44,980
– – 0.03% 240
2025
Q2 		$1.24M Hold
44,980
– – 0.03% 251
2025
Q1 		$1.2M Sell
44,980
-45
-0.1% -$1.21K 0.03% 224
2024
Q4 		$1.17M Sell
45,025
-4,712
-9% -$127K 0.03% 224
2024
Q3 		$1.33M Hold
49,737
– – 0.04% 210
2024
Q2 		$1.23M Hold
49,737
– – 0.04% 205
2024
Q1 		$1.22M Sell
49,737
-1,251
-2% -$30K 0.04% 205
2023
Q4 		$1.19M Sell
50,988
-288
-0.6% -$6.3K 0.05% 200
2023
Q3 		$1.1M Sell
51,276
-1,830
-3% -$41.1K 0.05% 190
2023
Q2 		$1.19M Buy
53,106
+45
+0.1% +$983 0.05% 186
2023
Q1 		$1.16M Sell
53,061
-228
-0.4% -$5.07K 0.06% 190
2022
Q4 		$1.17M Hold
53,289
– – 0.06% 167
2022
Q3 		$1.04M Buy
53,289
+90
+0.2% +$1.94K 0.07% 158
2022
Q2 		$1.11M Sell
53,199
-69
-0.1% -$1.55K 0.07% 149
2022
Q1 		$1.27M Buy
53,268
+1,509
+3% +$35.7K 0.06% 172
2021
Q4 		$1.26M Hold
51,759
– – 0.07% 157
2021
Q3 		$1.16M Buy
51,759
+1,074
+2% +$24.8K 0.07% 165
2021
Q2 		$1.16M Buy
50,685
+5,739
+13% +$130K 0.07% 150
2021
Q1 		$978K Buy
44,946
+4,527
+11% +$94.3K 0.05% 174
2020
Q4 		$802K Sell
40,419
-708
-2% -$13.2K 0.04% 180
2020
Q3 		$715K Hold
41,127
– – 0.06% 155
2020
Q2 		$687K Buy
41,127
+36
+0.1% +$588 0.06% 157
2020
Q1 		$664K Buy
41,091
+411
+1% +$7.54K 0.07% 152
2019
Q4 		$815K Hold
40,680
– – 0.08% 151
2019
Q3 		$769K Hold
40,680
– – 0.08% 139
2019
Q2 		$761K Hold
40,680
– – 0.09% 145
2019
Q1 		$742K Buy
40,680
+321
+0.8% +$5.7K 0.09% 148
2018
Q4 		$663K Sell
40,359
-984
-2% -$17.4K 0.09% 149
2018
Q3 		$732K Buy
41,343
+3
+0% +$56 0.1% 142
2018
Q2 		$759K Buy
41,340
+35,025
+555% +$625K 0.11% 132
2018
Q1 		$111K Sell
6,315
-2,262
-26% -$41.4K 0.02% 350
2017
Q4 		$156K Sell
8,577
-1,245
-13% -$22.2K 0.03% 274
2017
Q3 		$170K Buy
+9,822
New +$166K 0.04% 219

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

Valeo Financial Advisors's SCHV Position: Q2 2026 in Review

Valeo Financial Advisors increased its Schwab US Large-Cap Value ETF (SCHV) stake by 1.8% in Q2 2026, buying an estimated $27.3K and bringing the position to 45,756 shares worth $1.59M. The position accounts for 0.03% of the portfolio, ranked #222.

Valeo Financial Advisors first reported a position in SCHV in Q3 2017 and has held it in 36 quarters since. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Valeo Financial Advisors held 45,756 shares of Schwab US Large-Cap Value ETF worth $1.59M as of Q2 2026.
  • Valeo Financial Advisors bought 829 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $27.3K.
  • Schwab US Large-Cap Value ETF made up 0.03% of Valeo Financial Advisors's portfolio in Q2 2026, its #222 holding.
  • Valeo Financial Advisors first reported a position in Schwab US Large-Cap Value ETF in Q3 2017 and has held it in 36 quarters since.
  • 991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.