Activest Wealth Management
SCHV icon

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
Q3 		$966 Hold
29
– – ﹤0.01% 850
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

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Activest Wealth Management's SCHV Position: Q3 2026 in Review

Activest Wealth Management held its Schwab US Large-Cap Value ETF (SCHV) position steady in Q3 2026 at 29 shares worth $966. The position accounts for ﹤0.01% of the portfolio, ranked #850.

Activest Wealth Management first reported a position in SCHV in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.01K in Q2 2026. 905 funds tracked by Wall St. Rank hold SCHV as of Q3 2026.

  • Activest Wealth Management held 29 shares of Schwab US Large-Cap Value ETF worth $966 as of Q3 2026.
  • Activest Wealth Management left its Schwab US Large-Cap Value ETF share count unchanged in Q3 2026.
  • Schwab US Large-Cap Value ETF made up ﹤0.01% of Activest Wealth Management's portfolio in Q3 2026, its #850 holding.
  • Activest Wealth Management first reported a position in Schwab US Large-Cap Value ETF in Q3 2025 and has held it in 5 quarters since.
  • Activest Wealth Management's Schwab US Large-Cap Value ETF position peaked at $1.01K in Q2 2026.
  • 905 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.