XF
SCHV

XML Financial’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

XML Financial’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 		$43.6M Buy
1,253,900
+9,650
+0.8% +$318K 3.17% 3
2026
Q1 		$37.9M Buy
1,244,250
+83,288
+7% +$2.59M 3.06% 3
2025
Q4 		$34.4M Sell
1,160,962
-59,562
-5% -$1.74M 2.8% 4
2025
Q3 		$35.5M Buy
1,220,524
+15,853
+1% +$450K 2.89% 3
2025
Q2 		$33.3M Buy
1,204,671
+35,078
+3% +$922K 2.88% 3
2025
Q1 		$31.1M Sell
1,169,593
-27,862
-2% -$748K 2.9% 2
2024
Q4 		$31.2M Buy
1,197,455
+44,576
+4% +$1.2M 2.86% 4
2024
Q3 		$30.9M Buy
1,152,879
+38,025
+3% +$977K 2.87% 2
2024
Q2 		$27.5M Buy
1,114,854
+25,251
+2% +$624K 2.77% 5
2024
Q1 		$27.6M Sell
1,089,603
-11,019
-1% -$264K 2.83% 2
2023
Q4 		$25.7M Buy
1,100,622
+28,527
+3% +$624K 2.71% 4
2023
Q3 		$23M Buy
1,072,095
+133,707
+14% +$3M 2.76% 4
2023
Q2 		$21M Buy
938,388
+170,073
+22% +$3.71M 2.43% 5
2023
Q1 		$16.8M Sell
768,315
-19,938
-3% -$443K 2.05% 7
2022
Q4 		$17.3M Sell
788,253
-33,915
-4% -$734K 2.18% 5
2022
Q3 		$16M Buy
822,168
+27,939
+4% +$601K 2.23% 5
2022
Q2 		$16.5M Buy
794,229
+7,377
+0.9% +$166K 3.74% 3
2022
Q1 		$18.7M Buy
786,852
+182,247
+30% +$4.31M 2.23% 7
2021
Q4 		$14.8M Buy
604,605
+22,326
+4% +$529K 1.78% 8
2021
Q3 		$13.1M Buy
582,279
+66,213
+13% +$1.53M 1.75% 7
2021
Q2 		$11.8M Buy
516,066
+26,796
+5% +$608K 2.59% 7
2021
Q1 		$10.6M Buy
489,270
+19,206
+4% +$400K 2.6% 7
2020
Q4 		$9.33M Buy
470,064
+30,045
+7% +$562K 2.42% 9
2020
Q3 		$7.66M Buy
440,019
+49,554
+13% +$867K 2.39% 8
2020
Q2 		$6.52M Buy
390,465
+42,072
+12% +$687K 2.26% 8
2020
Q1 		$5.14M Sell
348,393
-104,013
-23% -$1.91M 2.22% 8
2019
Q4 		$9.07M Buy
+452,406
New +$8.77M 3.29% 4

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 22.96% 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

XML Financial's SCHV Position: Q2 2026 in Review

XML Financial increased its Schwab US Large-Cap Value ETF (SCHV) stake by 0.78% in Q2 2026, buying an estimated $318K and bringing the position to 1,253,900 shares worth $43.6M. The position accounts for 3.17% of the portfolio, ranked #3.

XML Financial first reported a position in SCHV in Q4 2019 and has held it in 27 quarters since. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • XML Financial held 1,253,900 shares of Schwab US Large-Cap Value ETF worth $43.6M as of Q2 2026.
  • XML Financial bought 9,650 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $318K.
  • Schwab US Large-Cap Value ETF made up 3.17% of XML Financial's portfolio in Q2 2026, its #3 holding.
  • XML Financial first reported a position in Schwab US Large-Cap Value ETF in Q4 2019 and has held it in 27 quarters since.
  • 991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.