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
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 $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

Waverly Advisors's SCHV Position: Q1 2026 in Review

Waverly Advisors increased its Schwab US Large-Cap Value ETF (SCHV) stake by 23% in Q1 2026, buying an estimated $4.15M and bringing the position to 718,686 shares worth $21.9M. The position accounts for 0.16% of the portfolio, ranked #128.

Waverly Advisors first reported a position in SCHV in Q1 2024 and has held it in 9 quarters since. 962 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

  • Waverly Advisors held 718,686 shares of Schwab US Large-Cap Value ETF worth $21.9M as of Q1 2026.
  • Waverly Advisors bought 133,303 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $4.15M.
  • Schwab US Large-Cap Value ETF made up 0.16% of Waverly Advisors's portfolio in Q1 2026, its #128 holding.
  • Waverly Advisors first reported a position in Schwab US Large-Cap Value ETF in Q1 2024 and has held it in 9 quarters since.
  • 962 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.