VCA
SCHV

Verdence Capital Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Verdence Capital 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 		$443K Buy
12,731
+44
+0.3% +$1.45K 0.02% 463
2026
Q1 		$387K Buy
12,687
+57
+0.5% +$1.78K 0.02% 476
2025
Q4 		$374K Buy
12,630
+54
+0.4% +$1.58K 0.02% 497
2025
Q3 		$370K Buy
12,576
+115
+0.9% +$3.27K 0.02% 535
2025
Q2 		$345K Buy
12,461
+51
+0.4% +$1.34K 0.02% 519
2025
Q1 		$330K Buy
12,410
+52
+0.4% +$1.4K 0.03% 505
2024
Q4 		$322K Sell
12,358
-389
-3% -$10.5K 0.03% 489
2024
Q3 		$341K Buy
12,747
+2,406
+23% +$61.8K 0.03% 482
2024
Q2 		$255K Sell
10,341
-120
-1% -$2.96K 0.02% 514
2024
Q1 		$265K Buy
10,461
+54
+0.5% +$1.29K 0.02% 514
2023
Q4 		$243K Buy
10,407
+66
+0.6% +$1.44K 0.02% 514
2023
Q3 		$222K Buy
+10,341
New +$232K 0.02% 515

Other funds holding SCHV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
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
MAG
Mokosak Advisory Group Urbandale, Iowa $462M AUM 25.98% 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

Verdence Capital Advisors's SCHV Position: Q2 2026 in Review

Verdence Capital Advisors increased its Schwab US Large-Cap Value ETF (SCHV) stake by 0.35% in Q2 2026, buying an estimated $1.45K and bringing the position to 12,731 shares worth $443K. The position accounts for 0.02% of the portfolio, ranked #463.

Verdence Capital Advisors first reported a position in SCHV in Q3 2023 and has held it in 12 quarters since. 532 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Verdence Capital Advisors held 12,731 shares of Schwab US Large-Cap Value ETF worth $443K as of Q2 2026.
  • Verdence Capital Advisors bought 44 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $1.45K.
  • Schwab US Large-Cap Value ETF made up 0.02% of Verdence Capital Advisors's portfolio in Q2 2026, its #463 holding.
  • Verdence Capital Advisors first reported a position in Schwab US Large-Cap Value ETF in Q3 2023 and has held it in 12 quarters since.
  • 532 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Verdence Capital Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.