VA
SCHV

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

Valmark 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 		$517K Buy
14,854
+5,048
+51% +$166K 0.01% 490
2026
Q1 		$299K Buy
9,806
+1,492
+18% +$46.5K ﹤0.01% 577
2025
Q4 		$246K Buy
8,314
+1,150
+16% +$33.6K ﹤0.01% 595
2025
Q3 		$209K Sell
7,164
-369
-5% -$10.5K ﹤0.01% 632
2025
Q2 		$208K Buy
+7,533
New +$198K ﹤0.01% 626

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

Valmark Advisers's SCHV Position: Q2 2026 in Review

Valmark Advisers increased its Schwab US Large-Cap Value ETF (SCHV) stake by 51% in Q2 2026, buying an estimated $166K and bringing the position to 14,854 shares worth $517K. The position accounts for 0.01% of the portfolio, ranked #490.

Valmark Advisers first reported a position in SCHV in Q2 2025 and has held it in 5 quarters since. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Valmark Advisers held 14,854 shares of Schwab US Large-Cap Value ETF worth $517K as of Q2 2026.
  • Valmark Advisers bought 5,048 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $166K.
  • Schwab US Large-Cap Value ETF made up 0.01% of Valmark Advisers's portfolio in Q2 2026, its #490 holding.
  • Valmark Advisers first reported a position in Schwab US Large-Cap Value ETF in Q2 2025 and has held it in 5 quarters since.
  • 991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.