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Wealthspire Advisors (New York)’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Wealthspire Advisors (New York)’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 		$3.24M Buy
93,101
+44,950
+93% +$1.48M 0.02% 331
2026
Q1 		$1.47M Buy
48,151
+2,804
+6% +$87.4K 0.01% 337
2025
Q4 		$1.34M Sell
45,347
-7
-0% -$205 0.01% 366
2025
Q3 		$1.32M Sell
45,354
-71
-0.2% -$2.02K 0.01% 339
2025
Q2 		$1.26M Buy
45,425
+824
+2% +$21.7K 0.01% 344
2025
Q1 		$1.19M Sell
44,601
-2,496
-5% -$67K 0.01% 351
2024
Q4 		$1.23M Buy
47,097
+10,575
+29% +$285K 0.01% 331
2024
Q3 		$978K Buy
36,522
+1,965
+6% +$50.5K 0.01% 376
2024
Q2 		$853K Hold
34,557
– – 0.01% 339
2024
Q1 		$875K Sell
34,557
-1,563
-4% -$37.5K 0.01% 334
2023
Q4 		$844K Sell
36,120
-3,786
-9% -$82.8K 0.01% 341
2023
Q3 		$857K Buy
39,906
+3,627
+10% +$81.5K 0.01% 302
2023
Q2 		$811K Sell
36,279
-3,519
-9% -$76.8K 0.01% 287
2023
Q1 		$870K Buy
39,798
+1,065
+3% +$23.7K 0.01% 272
2022
Q4 		$852K Sell
38,733
-4,629
-11% -$100K 0.02% 293
2022
Q3 		$846K Sell
43,362
-93
-0.2% -$2K 0.02% 247
2022
Q2 		$904K Buy
43,455
+28,509
+191% +$640K 0.02% 223
2022
Q1 		$356K Buy
14,946
+1,572
+12% +$37.2K 0.01% 326
2021
Q4 		$326K Sell
13,374
-5,706
-30% -$135K 0.01% 405
2021
Q3 		$429K Buy
19,080
+5,121
+37% +$118K 0.01% 389
2021
Q2 		$318K Buy
13,959
+48
+0.3% +$1.09K 0.01% 281
2021
Q1 		$303K Buy
13,911
+1,236
+10% +$25.7K 0.01% 543
2020
Q4 		$252K Buy
+12,675
New +$237K 0.01% 493

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 22.9% 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

Wealthspire Advisors (New York)'s SCHV Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its Schwab US Large-Cap Value ETF (SCHV) stake by 93% in Q2 2026, buying an estimated $1.48M and bringing the position to 93,101 shares worth $3.24M. The position accounts for 0.02% of the portfolio, ranked #331.

Wealthspire Advisors (New York) first reported a position in SCHV in Q4 2020 and has held it in 23 quarters since. 995 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Wealthspire Advisors (New York) held 93,101 shares of Schwab US Large-Cap Value ETF worth $3.24M as of Q2 2026.
  • Wealthspire Advisors (New York) bought 44,950 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $1.48M.
  • Schwab US Large-Cap Value ETF made up 0.02% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #331 holding.
  • Wealthspire Advisors (New York) first reported a position in Schwab US Large-Cap Value ETF in Q4 2020 and has held it in 23 quarters since.
  • 995 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.