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

Vawter Financial’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	$552K	Sell	15,854 -2,032	-11%	-$66.9K	0.21%	61
2026 Q1	$546K	Sell	17,886 -354	-2%	-$11K	0.23%	58
2025 Q4	$540K	Sell	18,240 -1,211	-6%	-$35.4K	0.23%	59
2025 Q3	$566K	Buy	+19,451	New	+$553K	0.26%	58
2025 Q2	–	Sell	-19,848	Closed	-$528K	–	86
2025 Q1	$528K	Sell	19,848 -1,122	-5%	-$30.1K	0.3%	50
2024 Q4	$547K	Hold	20,970	–	–	0.33%	47
2024 Q3	$562K	Hold	20,970	–	–	0.34%	46
2024 Q2	$518K	Hold	20,970	–	–	0.36%	46
2024 Q1	$531K	Buy	20,970 +2,922	+16%	+$70.1K	0.39%	43
2023 Q4	$422K	Buy	18,048 +6,048	+50%	+$132K	0.33%	45
2023 Q3	$258K	Sell	12,000 -2,679	-18%	-$60.2K	0.23%	57
2023 Q2	$328K	Buy	+14,679	New	+$321K	0.28%	50

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

Vawter Financial's SCHV Position: Q2 2026 in Review

Vawter Financial reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 11% in Q2 2026, selling an estimated $66.9K and leaving 15,854 shares worth $552K. The position accounts for 0.21% of the portfolio, ranked #61.

Vawter Financial first reported a position in SCHV in Q2 2023 and has held it in 12 quarters since. The position peaked at $566K in Q3 2025. 993 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

Vawter Financial held 15,854 shares of Schwab US Large-Cap Value ETF worth $552K as of Q2 2026.
Vawter Financial sold 2,032 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $66.9K.
Schwab US Large-Cap Value ETF made up 0.21% of Vawter Financial's portfolio in Q2 2026, its #61 holding.
Vawter Financial first reported a position in Schwab US Large-Cap Value ETF in Q2 2023 and has held it in 12 quarters since.
Vawter Financial's Schwab US Large-Cap Value ETF position peaked at $566K in Q3 2025.
993 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Vawter Financial's 13F filing for Q2 2026, filed 24 Jul 2026.