AWMG
SCHV

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

Alliance Wealth Management Group’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 		$843K Hold
24,210
– – 0.16% 55
2026
Q1 		$738K Sell
24,210
-27
-0.1% -$841 0.16% 57
2025
Q4 		$718K Hold
24,237
– – 0.16% 56
2025
Q3 		$706K Hold
24,237
– – 0.16% 57
2025
Q2 		$671K Hold
24,237
– – 0.17% 54
2025
Q1 		$644K Hold
24,237
– – 0.17% 53
2024
Q4 		$632K Hold
24,237
– – 0.17% 53
2024
Q3 		$649K Hold
24,237
– – 0.17% 53
2024
Q2 		$598K Sell
24,237
-129
-0.5% -$3.19K 0.17% 53
2024
Q1 		$617K Hold
24,366
– – 0.18% 50
2023
Q4 		$569K Buy
+24,366
New +$533K 0.18% 49
2023
Q2 		$544K Sell
24,339
-162
-0.7% -$3.54K 0.18% 47
2023
Q1 		$536K Sell
24,501
-84
-0.3% -$1.87K 0.18% 50
2022
Q4 		$541K Sell
24,585
-81
-0.3% -$1.75K 0.2% 47
2022
Q3 		$481K Hold
24,666
– – 0.19% 49
2022
Q2 		$513K Sell
24,666
-87
-0.4% -$1.95K 0.19% 49
2022
Q1 		$589K Hold
24,753
– – 0.19% 48
2021
Q4 		$604K Hold
24,753
– – 0.19% 48
2021
Q3 		$557K Hold
24,753
– – 0.18% 48
2021
Q2 		$564K Hold
24,753
– – 0.19% 47
2021
Q1 		$539K Sell
24,753
-63
-0.3% -$1.31K 0.2% 41
2020
Q4 		$492K Hold
24,816
– – 0.19% 43
2020
Q3 		$432K Hold
24,816
– – 0.19% 44
2020
Q2 		$415K Sell
24,816
-36
-0.1% -$588 0.19% 44
2020
Q1 		$367K Hold
24,852
– – 0.2% 42
2019
Q4 		$498K Sell
24,852
-90
-0.4% -$1.74K 0.22% 41
2019
Q3 		$472K Hold
24,942
– – 0.23% 41
2019
Q2 		$467K Hold
24,942
– – 0.23% 42
2019
Q1 		$455K Hold
24,942
– – 0.24% 40
2018
Q4 		$410K Buy
24,942
+756
+3% +$13.4K 0.24% 40
2018
Q3 		$452K Sell
24,186
-201
-0.8% -$3.73K 0.25% 39
2018
Q2 		$432K Sell
24,387
-5,787
-19% -$103K 0.25% 44
2018
Q1 		$531K Buy
30,174
+267
+0.9% +$4.89K 0.25% 47
2017
Q4 		$545K Sell
29,907
-30,105
-50% -$536K 0.27% 46
2017
Q3 		$1.03M Buy
60,012
+29,922
+99% +$507K 0.26% 47
2017
Q2 		$501K Sell
30,090
-168
-0.6% -$2.79K 0.28% 47
2017
Q1 		$505K Sell
30,258
-65,334
-68% -$1.07M 0.29% 47
2016
Q4 		$1.53M Buy
95,592
+17,268
+22% +$268K 1.13% 14
2016
Q3 		$1.19M Buy
78,324
+35,325
+82% +$539K 0.84% 11
2016
Q2 		$639K Sell
42,999
-1,704
-4% -$24.9K 0.45% 13
2016
Q1 		$638K Sell
44,703
-17,046
-28% -$233K 0.54% 12
2015
Q4 		$874K Buy
+61,749
New +$877K 0.83% 15

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Envestnet Asset Management
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
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Osaic Holdings
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
SC
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

Alliance Wealth Management Group's SCHV Position: Q2 2026 in Review

Alliance Wealth Management Group held its Schwab US Large-Cap Value ETF (SCHV) position steady in Q2 2026 at 24,210 shares worth $843K. The position accounts for 0.16% of the portfolio, ranked #55.

Alliance Wealth Management Group first reported a position in SCHV in Q4 2015 and has held it in 42 quarters since. The position peaked at $1.53M in Q4 2016. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Alliance Wealth Management Group held 24,210 shares of Schwab US Large-Cap Value ETF worth $843K as of Q2 2026.
  • Alliance Wealth Management Group left its Schwab US Large-Cap Value ETF share count unchanged in Q2 2026.
  • Schwab US Large-Cap Value ETF made up 0.16% of Alliance Wealth Management Group's portfolio in Q2 2026, its #55 holding.
  • Alliance Wealth Management Group first reported a position in Schwab US Large-Cap Value ETF in Q4 2015 and has held it in 42 quarters since.
  • Alliance Wealth Management Group's Schwab US Large-Cap Value ETF position peaked at $1.53M in Q4 2016.
  • 991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Alliance Wealth Management Group's 13F filing for Q2 2026, filed 4 Aug 2026.