VWA
SCHV

Visionary Wealth Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Visionary Wealth 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 		$11M Buy
316,115
+38,825
+14% +$1.28M 0.43% 57
2026
Q1 		$8.46M Sell
277,290
-2,421
-0.9% -$75.4K 0.37% 78
2025
Q4 		$8.28M Buy
279,711
+44,238
+19% +$1.29M 0.37% 80
2025
Q3 		$6.85M Buy
235,473
+8,637
+4% +$245K 0.32% 84
2025
Q2 		$6.28M Buy
226,836
+21,506
+10% +$565K 0.32% 83
2025
Q1 		$5.46M Sell
205,330
-3,793
-2% -$102K 0.33% 82
2024
Q4 		$5.45M Sell
209,123
-10,729
-5% -$290K 0.32% 87
2024
Q3 		$5.89M Sell
219,852
-5,127
-2% -$132K 0.36% 80
2024
Q2 		$5.56M Sell
224,979
-11,940
-5% -$295K 0.36% 79
2024
Q1 		$6M Sell
236,919
-17,760
-7% -$426K 0.41% 72
2023
Q4 		$5.95M Sell
254,679
-438,396
-63% -$9.59M 0.44% 63
2023
Q3 		$14.9M Sell
693,075
-39,804
-5% -$894K 1.21% 17
2023
Q2 		$16.4M Sell
732,879
-111,456
-13% -$2.43M 1.31% 14
2023
Q1 		$18.5M Buy
844,335
+13,827
+2% +$307K 1.56% 11
2022
Q4 		$18.3M Sell
830,508
-29,478
-3% -$638K 1.69% 11
2022
Q3 		$16.8M Sell
859,986
-482,166
-36% -$10.4M 1.74% 11
2022
Q2 		$27.9M Buy
1,342,152
+116,250
+9% +$2.61M 2.51% 5
2022
Q1 		$29.2M Sell
1,225,902
-298,794
-20% -$7.07M 2.35% 7
2021
Q4 		$37.2M Buy
1,524,696
+390,045
+34% +$9.24M 3.05% 3
2021
Q3 		$25.5M Buy
1,134,651
+53,055
+5% +$1.23M 2.63% 6
2021
Q2 		$24.6M Buy
1,081,596
+171,801
+19% +$3.9M 2.48% 7
2021
Q1 		$19.8M Buy
909,795
+321,585
+55% +$6.7M 2.08% 10
2020
Q4 		$11.7M Buy
588,210
+155,964
+36% +$2.92M 1.31% 22
2020
Q3 		$7.52M Sell
432,246
-229,050
-35% -$4.01M 1.06% 26
2020
Q2 		$11M Buy
661,296
+42,459
+7% +$693K 1.68% 16
2020
Q1 		$9.13M Buy
618,837
+573,477
+1,264% +$10.5M 1.72% 13
2019
Q4 		$909K Buy
+45,360
New +$879K 0.16% 103

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

Visionary Wealth Advisors's SCHV Position: Q2 2026 in Review

Visionary Wealth Advisors increased its Schwab US Large-Cap Value ETF (SCHV) stake by 14% in Q2 2026, buying an estimated $1.28M and bringing the position to 316,115 shares worth $11M. The position accounts for 0.43% of the portfolio, ranked #57.

Visionary Wealth Advisors first reported a position in SCHV in Q4 2019 and has held it in 27 quarters since. The position peaked at $37.2M in Q4 2021. 993 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Visionary Wealth Advisors held 316,115 shares of Schwab US Large-Cap Value ETF worth $11M as of Q2 2026.
  • Visionary Wealth Advisors bought 38,825 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $1.28M.
  • Schwab US Large-Cap Value ETF made up 0.43% of Visionary Wealth Advisors's portfolio in Q2 2026, its #57 holding.
  • Visionary Wealth Advisors first reported a position in Schwab US Large-Cap Value ETF in Q4 2019 and has held it in 27 quarters since.
  • Visionary Wealth Advisors's Schwab US Large-Cap Value ETF position peaked at $37.2M in Q4 2021.
  • 993 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.