Valley National Advisers’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Valley National Advisers’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	$214K	Buy	6,160 +2	+0%	+$66	0.02%	247
2026 Q1	$187K	Sell	6,158 -73	-1%	-$2.27K	0.02%	255
2025 Q4	$184K	Buy	6,231 +149	+2%	+$4.36K	0.03%	247
2025 Q3	$177K	Buy	6,082 +849	+16%	+$24.1K	0.03%	246
2025 Q2	$144K	Buy	5,233 +1,369	+35%	+$36K	0.02%	268
2025 Q1	$102K	Buy	3,864 +1,774	+85%	+$47.6K	0.02%	292
2024 Q4	$54K	Buy	2,090 +65	+3%	+$1.75K	0.01%	348
2024 Q3	$54K	Buy	2,025 +234	+13%	+$6.01K	0.01%	350
2024 Q2	$44K	Buy	1,791 +1,041	+139%	+$25.7K	0.01%	411
2024 Q1	$18K	Sell	750 -108	-13%	-$2.59K	﹤0.01%	544
2023 Q4	$20K	Sell	858 -6	-0.7%	-$131	﹤0.01%	546
2023 Q3	$19K	Sell	864 -156	-15%	-$3.5K	﹤0.01%	512
2023 Q2	$23K	Sell	1,020 -1,341	-57%	-$29.3K	﹤0.01%	490
2023 Q1	$52K	Sell	2,361 -27	-1%	-$600	0.01%	379
2022 Q4	$54K	Sell	2,388 -297	-11%	-$6.43K	0.01%	376
2022 Q3	$55K	Buy	2,685 +753	+39%	+$16.2K	0.01%	364
2022 Q2	$41K	Buy	1,932 +1,341	+227%	+$30.1K	0.01%	375
2022 Q1	$14K	Buy	591 +222	+60%	+$5.26K	﹤0.01%	557
2021 Q4	$9K	Hold	369	–	–	﹤0.01%	625
2021 Q3	$8K	Hold	369	–	–	﹤0.01%	610
2021 Q2	$8K	Buy	369 +105	+40%	+$2.38K	﹤0.01%	617
2021 Q1	$6K	Hold	264	–	–	﹤0.01%	615
2020 Q4	$5K	Sell	264 -129	-33%	-$2.41K	﹤0.01%	614
2020 Q3	$7K	Hold	393	–	–	﹤0.01%	520
2020 Q2	$7K	Hold	393	–	–	﹤0.01%	520
2020 Q1	$6K	Hold	393	–	–	﹤0.01%	529
2019 Q4	$8K	Hold	393	–	–	﹤0.01%	556
2019 Q3	$7K	Sell	393 -48	-11%	-$898	﹤0.01%	559
2019 Q2	$8K	Sell	441 -414	-48%	-$7.65K	﹤0.01%	506
2019 Q1	$16K	Hold	855	–	–	﹤0.01%	418
2018 Q4	$14K	Buy	855 +747	+692%	+$13.2K	﹤0.01%	410
2018 Q3	$2K	Hold	108	–	–	﹤0.01%	603
2018 Q2	$2K	Hold	108	–	–	﹤0.01%	576
2018 Q1	$2K	Hold	108	–	–	﹤0.01%	555
2017 Q4	$2K	Hold	108	–	–	﹤0.01%	566
2017 Q3	$2K	Hold	108	–	–	﹤0.01%	564
2017 Q2	$2K	Hold	108	–	–	﹤0.01%	535
2017 Q1	$2K	Hold	108	–	–	﹤0.01%	537
2016 Q4	$2K	Hold	108	–	–	﹤0.01%	568
2016 Q3	$2K	Hold	108	–	–	﹤0.01%	541
2016 Q2	$2K	Hold	108	–	–	﹤0.01%	537
2016 Q1	$2K	Hold	108	–	–	﹤0.01%	534
2015 Q4	$2K	Hold	108	–	–	﹤0.01%	538
2015 Q3	$1K	Sell	108 -225	-68%	-$3.15K	﹤0.01%	574
2015 Q2	$5K	Hold	333	–	–	﹤0.01%	449
2015 Q1	$5K	Sell	333 -477	-59%	-$6.94K	﹤0.01%	444
2014 Q4	$11K	Buy	+810	New	+$11.7K	0.01%	276

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

Valley National Advisers's SCHV Position: Q2 2026 in Review

Valley National Advisers increased its Schwab US Large-Cap Value ETF (SCHV) stake by 0.03% in Q2 2026, buying an estimated $66 and bringing the position to 6,160 shares worth $214K. The position accounts for 0.02% of the portfolio, ranked #247.

Valley National Advisers first reported a position in SCHV in Q4 2014 and has held it in 47 quarters since. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

Valley National Advisers held 6,160 shares of Schwab US Large-Cap Value ETF worth $214K as of Q2 2026.
Valley National Advisers bought 2 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $66.
Schwab US Large-Cap Value ETF made up 0.02% of Valley National Advisers's portfolio in Q2 2026, its #247 holding.
Valley National Advisers first reported a position in Schwab US Large-Cap Value ETF in Q4 2014 and has held it in 47 quarters since.
991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Valley National Advisers's 13F filing for Q2 2026, filed 29 Jul 2026.