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
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 $49.2B AUM 14.31% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Visionary Wealth Advisors's SCHV Position: Q1 2026 in Review

Visionary Wealth Advisors reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 0.87% in Q1 2026, selling an estimated $75.4K and leaving 277,290 shares worth $8.46M. The position accounts for 0.37% of the portfolio, ranked #78.

Visionary Wealth Advisors first reported a position in SCHV in Q4 2019 and has held it in 26 quarters since. The position peaked at $37.2M in Q4 2021. 962 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

  • Visionary Wealth Advisors held 277,290 shares of Schwab US Large-Cap Value ETF worth $8.46M as of Q1 2026.
  • Visionary Wealth Advisors sold 2,421 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $75.4K.
  • Schwab US Large-Cap Value ETF made up 0.37% of Visionary Wealth Advisors's portfolio in Q1 2026, its #78 holding.
  • Visionary Wealth Advisors first reported a position in Schwab US Large-Cap Value ETF in Q4 2019 and has held it in 26 quarters since.
  • Visionary Wealth Advisors's Schwab US Large-Cap Value ETF position peaked at $37.2M in Q4 2021.
  • 962 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

Based on Visionary Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.