WIA
SCHV

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

World Investment 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 		$60.3M Buy
1,977,398
+996,424
+102% +$31M 0.97% 12
2025
Q4 		$29M Buy
980,974
+846,224
+628% +$24.7M 0.47% 39
2025
Q3 		$3.92M Sell
134,750
-2,505
-2% -$71.2K 0.08% 263
2025
Q2 		$3.8M Sell
137,255
-965,737
-88% -$25.4M 0.09% 257
2025
Q1 		$29.3M Buy
1,102,992
+1,049,014
+1,943% +$28.2M 0.76% 18
2024
Q4 		$1.41M Sell
53,978
-597,274
-92% -$16.1M 0.04% 402
2024
Q3 		$17.4M Buy
651,252
+600,192
+1,175% +$15.4M 0.55% 38
2024
Q2 		$1.26M Buy
51,060
+6,051
+13% +$150K 0.08% 232
2024
Q1 		$1.14M Buy
45,009
+2,151
+5% +$51.6K 0.16% 124
2023
Q4 		$1M Sell
42,858
-530,118
-93% -$11.6M 0.13% 143
2023
Q3 		$12.3M Buy
572,976
+540,192
+1,648% +$12.1M 2.44% 10
2023
Q2 		$733K Sell
32,784
-4,794
-13% -$105K 0.14% 110
2023
Q1 		$821K Sell
37,578
-526,545
-93% -$11.7M 0.17% 93
2022
Q4 		$12.4M Buy
564,123
+531,243
+1,616% +$11.5M 2.85% 10
2022
Q3 		$641K Sell
32,880
-1,728
-5% -$37.2K 0.15% 108
2022
Q2 		$765K Sell
34,608
-654,438
-95% -$14.7M 0.16% 104
2022
Q1 		$16.4M Sell
689,046
-26,421
-4% -$626K 3.4% 6
2021
Q4 		$17.1M Buy
715,467
+690,690
+2,788% +$16.4M 3.57% 5
2021
Q3 		$557K Buy
24,777
+10,764
+77% +$249K 0.13% 119
2021
Q2 		$319K Buy
+14,013
New +$318K 0.07% 178
2021
Q1 		– Sell
-434,460
Closed -$9.06M – 239
2020
Q4 		$9.06M Buy
+434,460
New +$8.12M 2.3% 11
2019
Q4 		– Sell
-465,720
Closed -$8.81M – 176
2019
Q3 		$8.81M Buy
+465,720
New +$8.72M 3.78% 7
2019
Q1 		– Sell
-16,032
Closed -$287K – 155
2018
Q4 		$287K Buy
+16,032
New +$284K 0.13% 110

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

World Investment Advisors's SCHV Position: Q1 2026 in Review

World Investment Advisors increased its Schwab US Large-Cap Value ETF (SCHV) stake by 102% in Q1 2026, buying an estimated $31M and bringing the position to 1,977,398 shares worth $60.3M. The position accounts for 0.97% of the portfolio, ranked #12.

World Investment Advisors first reported a position in SCHV in Q4 2018 and has held it in 23 quarters since. 962 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

  • World Investment Advisors held 1,977,398 shares of Schwab US Large-Cap Value ETF worth $60.3M as of Q1 2026.
  • World Investment Advisors bought 996,424 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $31M.
  • Schwab US Large-Cap Value ETF made up 0.97% of World Investment Advisors's portfolio in Q1 2026, its #12 holding.
  • World Investment Advisors first reported a position in Schwab US Large-Cap Value ETF in Q4 2018 and has held it in 23 quarters since.
  • 962 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

Based on World Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.