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

West Paces 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	$219K	Hold	6,300	–	–	0.04%	158
2026 Q1	$192K	Hold	6,300	–	–	0.04%	160
2025 Q4	$187K	Hold	6,300	–	–	0.04%	159
2025 Q3	$183K	Hold	6,300	–	–	0.04%	151
2025 Q2	$174K	Hold	6,300	–	–	0.04%	154
2025 Q1	$167K	Hold	6,300	–	–	0.04%	150
2024 Q4	$164K	Hold	6,300	–	–	0.04%	150
2024 Q3	$169K	Hold	6,300	–	–	0.04%	154
2024 Q2	$156K	Hold	6,300	–	–	0.04%	143
2024 Q1	$160K	Hold	6,300	–	–	0.04%	148
2023 Q4	$147K	Hold	6,300	–	–	0.04%	144
2023 Q3	$135K	Sell	6,300 -5,835	-48%	-$131K	0.04%	143
2023 Q2	$271K	Buy	12,135 +5,835	+93%	+$127K	0.08%	108
2023 Q1	$138K	Hold	6,300	–	–	0.04%	145
2022 Q4	$139K	Sell	6,300 -3,600	-36%	-$77.9K	0.04%	138
2022 Q3	$193K	Buy	9,900 +3,600	+57%	+$77.5K	0.07%	120
2022 Q2	$131K	Hold	6,300	–	–	0.04%	148
2022 Q1	$150K	Hold	6,300	–	–	0.05%	140
2021 Q4	$154K	Hold	6,300	–	–	0.05%	134
2021 Q3	$142K	Sell	6,300 -16,530	-72%	-$382K	0.05%	132
2021 Q2	$520K	Hold	22,830	–	–	0.19%	77
2021 Q1	$497K	Hold	22,830	–	–	0.2%	75
2020 Q4	$453K	Hold	22,830	–	–	0.2%	78
2020 Q3	$397K	Hold	22,830	–	–	0.2%	76
2020 Q2	$381K	Hold	22,830	–	–	0.21%	77
2020 Q1	$337K	Buy	22,830 +1,230	+6%	+$22.5K	0.21%	77
2019 Q4	$433K	Hold	21,600	–	–	0.24%	75
2019 Q3	$408K	Hold	21,600	–	–	0.24%	73
2019 Q2	$404K	Hold	21,600	–	–	0.25%	73
2019 Q1	$394K	Hold	21,600	–	–	0.28%	75
2018 Q4	$355K	Sell	21,600 -19,410	-47%	-$343K	0.27%	78
2018 Q3	$767K	Hold	41,010	–	–	0.55%	42
2018 Q2	$726K	Buy	+41,010	New	+$732K	0.54%	44

Other funds holding SCHV

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

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

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

West Paces Advisors's SCHV Position: Q2 2026 in Review

West Paces Advisors held its Schwab US Large-Cap Value ETF (SCHV) position steady in Q2 2026 at 6,300 shares worth $219K. The position accounts for 0.04% of the portfolio, ranked #158.

West Paces Advisors first reported a position in SCHV in Q2 2018 and has held it in 33 quarters since. The position peaked at $767K in Q3 2018. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

West Paces Advisors held 6,300 shares of Schwab US Large-Cap Value ETF worth $219K as of Q2 2026.
West Paces Advisors left its Schwab US Large-Cap Value ETF share count unchanged in Q2 2026.
Schwab US Large-Cap Value ETF made up 0.04% of West Paces Advisors's portfolio in Q2 2026, its #158 holding.
West Paces Advisors first reported a position in Schwab US Large-Cap Value ETF in Q2 2018 and has held it in 33 quarters since.
West Paces Advisors's Schwab US Large-Cap Value ETF position peaked at $767K in Q3 2018.
991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on West Paces Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.