STACKSTONE WEALTH, LLC’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

STACKSTONE WEALTH, LLC’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 Q3	$595K	Buy	+17,850	New	+$614K	0.06%	210

Other funds holding SCHV

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Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $641M AUM 11.61% 1-Year Est. Return

HWM

HRC Wealth Management Moscow, Idaho $251M AUM 14.83% 1-Year Est. Return

Veery Capital Wilmington, Delaware $375M AUM 14.26% 1-Year Est. Return

SMBT

Southern Michigan Bank & Trust Coldwater, Michigan $280M AUM

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

STACKSTONE WEALTH, LLC's SCHV Position: Q3 2026 in Review

STACKSTONE WEALTH, LLC opened a new position in Schwab US Large-Cap Value ETF (SCHV) in Q3 2026: 17,850 shares worth $595K. The stake represents 0.06% of the portfolio and ranks #210 among its holdings.

214 funds tracked by Wall St. Rank hold SCHV as of Q3 2026.

STACKSTONE WEALTH, LLC held 17,850 shares of Schwab US Large-Cap Value ETF worth $595K as of Q3 2026.
Schwab US Large-Cap Value ETF was a new STACKSTONE WEALTH, LLC position in Q3 2026.
Schwab US Large-Cap Value ETF made up 0.06% of STACKSTONE WEALTH, LLC's portfolio in Q3 2026, its #210 holding.
214 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2026.

Based on STACKSTONE WEALTH, LLC's 13F filing for Q3 2026, filed 19 Oct 2026.