William Howard & Co Financial Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

William Howard & Co Financial 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	$266K	Buy	7,630 +35	+0.5%	+$1.15K	0.21%	51
2026 Q1	$232K	Sell	7,595 -354	-4%	-$11K	0.2%	47
2025 Q4	$235K	Sell	7,949 -456	-5%	-$13.3K	0.2%	50
2025 Q3	$245K	Buy	8,405 +43	+0.5%	+$1.22K	0.21%	49
2025 Q2	$231K	Buy	8,362 +43	+0.5%	+$1.13K	0.2%	53
2025 Q1	$221K	Buy	8,319 +45	+0.5%	+$1.21K	0.21%	49
2024 Q4	$216K	Buy	8,274 +45	+0.5%	+$1.22K	0.2%	49
2024 Q3	$220K	Buy	8,229 +96	+1%	+$2.47K	0.19%	49
2024 Q2	$201K	Hold	8,133	–	–	0.19%	45
2024 Q1	$206K	Buy	+8,133	New	+$195K	0.19%	42

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

William Howard & Co Financial Advisors's SCHV Position: Q2 2026 in Review

William Howard & Co Financial Advisors increased its Schwab US Large-Cap Value ETF (SCHV) stake by 0.46% in Q2 2026, buying an estimated $1.15K and bringing the position to 7,630 shares worth $266K. The position accounts for 0.21% of the portfolio, ranked #51.

William Howard & Co Financial Advisors first reported a position in SCHV in Q1 2024 and has held it in 10 quarters since. 987 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

William Howard & Co Financial Advisors held 7,630 shares of Schwab US Large-Cap Value ETF worth $266K as of Q2 2026.
William Howard & Co Financial Advisors bought 35 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $1.15K.
Schwab US Large-Cap Value ETF made up 0.21% of William Howard & Co Financial Advisors's portfolio in Q2 2026, its #51 holding.
William Howard & Co Financial Advisors first reported a position in Schwab US Large-Cap Value ETF in Q1 2024 and has held it in 10 quarters since.
987 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on William Howard & Co Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.