WA
SCHV

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

Waverly 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 		$25M Sell
717,101
-1,585
-0.2% -$52.2K 0.14% 136
2026
Q1 		$21.9M Buy
718,686
+133,303
+23% +$4.15M 0.16% 128
2025
Q4 		$17.3M Sell
585,383
-4,636
-0.8% -$136K 0.14% 143
2025
Q3 		$17.2M Buy
590,019
+8,431
+1% +$240K 0.17% 113
2025
Q2 		$16.1M Buy
581,588
+50,108
+9% +$1.32M 0.18% 115
2025
Q1 		$14.1M Buy
531,480
+318,276
+149% +$8.54M 0.17% 124
2024
Q4 		$5.56M Buy
213,204
+8,799
+4% +$238K 0.09% 201
2024
Q3 		$5.48M Buy
204,405
+3,372
+2% +$86.6K 0.1% 187
2024
Q2 		$4.96M Buy
201,033
+7,620
+4% +$188K 0.1% 189
2024
Q1 		$4.9M Buy
+193,413
New +$4.64M 0.12% 148

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

Waverly Advisors's SCHV Position: Q2 2026 in Review

Waverly Advisors reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 0.22% in Q2 2026, selling an estimated $52.2K and leaving 717,101 shares worth $25M. The position accounts for 0.14% of the portfolio, ranked #136.

Waverly Advisors first reported a position in SCHV in Q1 2024 and has held it in 10 quarters since. 993 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Waverly Advisors held 717,101 shares of Schwab US Large-Cap Value ETF worth $25M as of Q2 2026.
  • Waverly Advisors sold 1,585 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $52.2K.
  • Schwab US Large-Cap Value ETF made up 0.14% of Waverly Advisors's portfolio in Q2 2026, its #136 holding.
  • Waverly Advisors first reported a position in Schwab US Large-Cap Value ETF in Q1 2024 and has held it in 10 quarters since.
  • 993 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.