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

Accurate 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 Q1	–	Sell	-15,070	Closed	-$461K	–	567
2025 Q4	$461K	Sell	15,070 -49	-0.3%	-$1.43K	0.06%	316
2025 Q3	$439K	Buy	15,119 +141	+0.9%	+$4.01K	0.06%	314
2025 Q2	$422K	Buy	14,978 +2,342	+19%	+$61.6K	0.06%	289
2025 Q1	$314K	Sell	12,636 -7	-0.1%	-$188	0.06%	274
2024 Q4	$326K	Sell	12,643 -26,138	-67%	-$706K	0.06%	283
2024 Q3	$350K	Buy	38,781 +25,551	+193%	+$656K	0.07%	264
2024 Q2	$336K	Sell	13,230 -9	-0.1%	-$222	0.08%	222
2024 Q1	$319K	Sell	13,239 -357	-3%	-$8.56K	0.09%	198
2023 Q4	$316K	Sell	13,596 -141	-1%	-$3.08K	0.1%	192
2023 Q3	$296K	Buy	13,737 +993	+8%	+$22.3K	0.09%	195
2023 Q2	$287K	Buy	12,744 +96	+0.8%	+$2.1K	0.09%	205
2023 Q1	$277K	Sell	12,648 -357	-3%	-$7.93K	0.1%	196
2022 Q4	$294K	Buy	+13,005	New	+$282K	0.11%	172

Other funds holding SCHV

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

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 New York $52.8B AUM 15.34% 1-Year Est. Return

Accurate Wealth Management's SCHV Position: Q1 2026 in Review

Accurate Wealth Management sold out of Schwab US Large-Cap Value ETF (SCHV) in Q1 2026, closing a stake of 15,070 shares — an estimated $461K sold.

Accurate Wealth Management first reported a position in SCHV in Q4 2022 and held it in 13 quarters. The position peaked at $461K in Q4 2025. 963 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

Accurate Wealth Management reported no remaining Schwab US Large-Cap Value ETF position as of Q1 2026 after selling out during the quarter.
Accurate Wealth Management sold 15,070 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $461K.
Accurate Wealth Management first reported a position in Schwab US Large-Cap Value ETF in Q4 2022 and held it in 13 quarters.
Accurate Wealth Management's Schwab US Large-Cap Value ETF position peaked at $461K in Q4 2025.
963 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

Based on Accurate Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.