AWM
SCHV

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

AE 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 		$2.53M Buy
82,897
+4,556
+6% +$142K 0.01% 579
2025
Q4 		$2.32M Sell
78,341
-12,066
-13% -$353K 0.01% 566
2025
Q3 		$2.63M Buy
90,407
+6,912
+8% +$196K 0.02% 497
2025
Q2 		$2.31M Buy
83,495
+43,969
+111% +$1.16M 0.02% 499
2025
Q1 		$1.05M Sell
39,526
-3,536
-8% -$94.9K 0.01% 693
2024
Q4 		$1.12M Sell
43,062
-441
-1% -$11.9K 0.01% 674
2024
Q3 		$1.17M Buy
43,503
+2,139
+5% +$54.9K 0.01% 664
2024
Q2 		$1.02M Buy
41,364
+1,860
+5% +$46K 0.01% 693
2024
Q1 		$1M Sell
39,504
-67,317
-63% -$1.61M 0.01% 650
2023
Q4 		$2.51M Sell
106,821
-73,383
-41% -$1.6M 0.01% 829
2023
Q3 		$3.87M Buy
180,204
+60,549
+51% +$1.36M 0.02% 616
2023
Q2 		$2.68M Sell
119,655
-2,418
-2% -$52.8K 0.02% 747
2023
Q1 		$2.67M Buy
122,073
+2,589
+2% +$57.5K 0.02% 697
2022
Q4 		$2.63M Buy
119,484
+17,397
+17% +$377K 0.02% 648
2022
Q3 		$1.99M Buy
102,087
+29,862
+41% +$643K 0.02% 704
2022
Q2 		$1.5M Sell
72,225
-14,496
-17% -$325K 0.01% 762
2022
Q1 		$2.06M Sell
86,721
-223,935
-72% -$5.3M 0.01% 695
2021
Q4 		$7.58M Buy
310,656
+4,986
+2% +$118K 0.05% 325
2021
Q3 		$6.88M Buy
305,670
+5,910
+2% +$137K 0.06% 306
2021
Q2 		$6.83M Sell
299,760
-36,309
-11% -$824K 0.06% 294
2021
Q1 		$7.31M Buy
336,069
+27,066
+9% +$564K 0.07% 260
2020
Q4 		$6.13M Buy
309,003
+189,888
+159% +$3.55M 0.07% 246
2020
Q3 		$2.07M Sell
119,115
-4,455
-4% -$77.9K 0.03% 407
2020
Q2 		$2.06M Buy
123,570
+44,943
+57% +$734K 0.03% 400
2020
Q1 		$1.16M Sell
78,627
-2,469
-3% -$45.3K 0.03% 444
2019
Q4 		$1.63M Buy
81,096
+2,421
+3% +$46.9K 0.04% 401
2019
Q3 		$1.49M Buy
78,675
+1,461
+2% +$27.3K 0.04% 340
2019
Q2 		$1.45M Buy
77,214
+36,912
+92% +$682K 0.04% 310
2019
Q1 		$735K Buy
+40,302
New +$715K 0.05% 264

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Mariner
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
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

AE Wealth Management increased its Schwab US Large-Cap Value ETF (SCHV) stake by 5.8% in Q1 2026, buying an estimated $142K and bringing the position to 82,897 shares worth $2.53M. The position accounts for 0.01% of the portfolio, ranked #579.

AE Wealth Management first reported a position in SCHV in Q1 2019 and has held it in 29 quarters since. The position peaked at $7.58M in Q4 2021. 962 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

  • AE Wealth Management held 82,897 shares of Schwab US Large-Cap Value ETF worth $2.53M as of Q1 2026.
  • AE Wealth Management bought 4,556 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $142K.
  • Schwab US Large-Cap Value ETF made up 0.01% of AE Wealth Management's portfolio in Q1 2026, its #579 holding.
  • AE Wealth Management first reported a position in Schwab US Large-Cap Value ETF in Q1 2019 and has held it in 29 quarters since.
  • AE Wealth Management's Schwab US Large-Cap Value ETF position peaked at $7.58M in Q4 2021.
  • 962 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.