AWM
SCHV

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

Activest 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 		$1.01K Hold
29
– – ﹤0.01% 958
2026
Q1 		$885 Hold
29
– – ﹤0.01% 1034
2025
Q4 		$859 Hold
29
– – ﹤0.01% 960
2025
Q3 		$844 Buy
+29
New +$824 ﹤0.01% 894

Other funds holding SCHV

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
RRWA
Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
SWRP
Summit Wealth & Retirement Planning San Ramon, California $472M AUM 25.49% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

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

Activest Wealth Management held its Schwab US Large-Cap Value ETF (SCHV) position steady in Q2 2026 at 29 shares worth $1.01K. The position accounts for ﹤0.01% of the portfolio, ranked #958.

Activest Wealth Management first reported a position in SCHV in Q3 2025 and has held it in 4 quarters since. 429 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Activest Wealth Management held 29 shares of Schwab US Large-Cap Value ETF worth $1.01K as of Q2 2026.
  • Activest 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 Activest Wealth Management's portfolio in Q2 2026, its #958 holding.
  • Activest Wealth Management first reported a position in Schwab US Large-Cap Value ETF in Q3 2025 and has held it in 4 quarters since.
  • 429 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.