Abound Wealth Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Abound Wealth Management’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	$30.1K	Hold	864	–	–	0.01%	311
2026 Q1	$26.4K	Hold	864	–	–	0.01%	343
2025 Q4	$25.6K	Sell	864 -387	-31%	-$11.3K	0.01%	325
2025 Q3	$36.4K	Buy	1,251 +300	+32%	+$8.52K	0.01%	256
2025 Q2	$26.3K	Buy	951 +864	+993%	+$22.7K	0.01%	284
2025 Q1	$2.31K	Hold	87	–	–	﹤0.01%	677
2024 Q4	$2.27K	Hold	87	–	–	﹤0.01%	662
2024 Q3	$2.33K	Hold	87	–	–	﹤0.01%	685
2024 Q2	$2.15K	Hold	87	–	–	﹤0.01%	637
2024 Q1	$2.2K	Hold	87	–	–	﹤0.01%	667
2023 Q4	$2.03K	Hold	87	–	–	﹤0.01%	652
2023 Q3	$1.87K	Hold	87	–	–	﹤0.01%	625
2023 Q2	$1.95K	Sell	87 -171	-66%	-$3.73K	﹤0.01%	651
2023 Q1	$5.66K	Buy	258 +171	+197%	+$3.8K	﹤0.01%	380
2022 Q4	$1.92K	Hold	87	–	–	﹤0.01%	543
2022 Q3	$1.7K	Hold	87	–	–	﹤0.01%	515
2022 Q2	$1.81K	Hold	87	–	–	﹤0.01%	108
2022 Q1	$2.07K	Buy	87 +30	+53%	+$710	﹤0.01%	108
2021 Q4	$1.39K	Buy	+57	New	+$1.35K	﹤0.01%	103

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

Abound Wealth Management's SCHV Position: Q2 2026 in Review

Abound Wealth Management held its Schwab US Large-Cap Value ETF (SCHV) position steady in Q2 2026 at 864 shares worth $30.1K. The position accounts for 0.01% of the portfolio, ranked #311.

Abound Wealth Management first reported a position in SCHV in Q4 2021 and has held it in 19 quarters since. The position peaked at $36.4K in Q3 2025. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

Abound Wealth Management held 864 shares of Schwab US Large-Cap Value ETF worth $30.1K as of Q2 2026.
Abound Wealth Management left its Schwab US Large-Cap Value ETF share count unchanged in Q2 2026.
Schwab US Large-Cap Value ETF made up 0.01% of Abound Wealth Management's portfolio in Q2 2026, its #311 holding.
Abound Wealth Management first reported a position in Schwab US Large-Cap Value ETF in Q4 2021 and has held it in 19 quarters since.
Abound Wealth Management's Schwab US Large-Cap Value ETF position peaked at $36.4K in Q3 2025.
991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.