Altus Wealth Group
SCHV icon

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

Altus Wealth 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
Q3 		$3.35M Sell
100,548
-4,867
-5% -$167K 1.26% 16
2026
Q2 		$3.67M Buy
105,415
+1,119
+1% +$36.9K 1.33% 16
2026
Q1 		$3.18M Sell
104,296
-6,503
-6% -$203K 1.3% 15
2025
Q4 		$3.28M Sell
110,799
-13,525
-11% -$395K 1.31% 15
2025
Q3 		$3.62M Sell
124,324
-2,933
-2% -$83.3K 1.49% 13
2025
Q2 		$3.52M Sell
127,257
-8,315
-6% -$219K 1.56% 13
2025
Q1 		$3.6M Buy
135,572
+4,177
+3% +$112K 1.69% 11
2024
Q4 		$3.43M Buy
131,395
+3,379
+3% +$91.2K 1.52% 16
2024
Q3 		$3.43M Buy
128,016
+2,403
+2% +$61.7K 1.47% 16
2024
Q2 		$3.1M Buy
125,613
+5,823
+5% +$144K 1.55% 14
2024
Q1 		$3.03M Buy
119,790
+393
+0.3% +$9.42K 1.52% 16
2023
Q4 		$2.79M Buy
119,397
+375
+0.3% +$8.2K 1.55% 15
2023
Q3 		$2.56M Buy
119,022
+1,014
+0.9% +$22.8K 1.62% 14
2023
Q2 		$2.64M Sell
118,008
-2,283
-2% -$49.8K 1.62% 14
2023
Q1 		$2.63M Sell
120,291
-1,812
-1% -$40.3K 1.77% 14
2022
Q4 		$2.69M Buy
122,103
+19,314
+19% +$418K 2.04% 11
2022
Q3 		$2.31M Hold
102,789
– – 2.3% 10
2022
Q2 		$2.31M Sell
102,789
-33,828
-25% -$759K 2.3% 10
2022
Q1 		$3.25M Buy
136,617
+8,148
+6% +$193K 2.66% 12
2021
Q4 		$3.14M Buy
128,469
+25,680
+25% +$608K 2.59% 9
2021
Q3 		$2.31M Buy
102,789
+27,282
+36% +$631K 2.3% 10
2021
Q2 		$1.72M Buy
75,507
+13,821
+22% +$314K 1.68% 13
2021
Q1 		$1.4M Buy
61,686
+39,066
+173% +$814K 1.39% 16
2020
Q4 		$449K Buy
+22,620
New +$423K 0.43% 46

Other funds holding SCHV

Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Gemmer Asset Management
Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return
Mokosak Advisory Group
Mokosak Advisory Group Urbandale, Iowa $454M AUM 14.41% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
Cooper Financial Group
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
Financial Management Professionals
Financial Management Professionals Austin, Texas $1.06B AUM 13.82% 1-Year Est. Return
GenWealth Group
GenWealth Group Maplewood, New Jersey $641M AUM 11.61% 1-Year Est. Return
HRC Wealth Management
HRC Wealth Management Moscow, Idaho $251M AUM 14.83% 1-Year Est. Return
Veery Capital
Veery Capital Wilmington, Delaware $375M AUM 14.26% 1-Year Est. Return

Altus Wealth Group's SCHV Position: Q3 2026 in Review

Altus Wealth Group reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 4.6% in Q3 2026, selling an estimated $167K and leaving 100,548 shares worth $3.35M. The position accounts for 1.26% of the portfolio, ranked #16.

Altus Wealth Group first reported a position in SCHV in Q4 2020 and has held it in 24 quarters since. The position peaked at $3.67M in Q2 2026. 334 funds tracked by Wall St. Rank hold SCHV as of Q3 2026.

  • Altus Wealth Group held 100,548 shares of Schwab US Large-Cap Value ETF worth $3.35M as of Q3 2026.
  • Altus Wealth Group sold 4,867 Schwab US Large-Cap Value ETF shares in Q3 2026, an estimated $167K.
  • Schwab US Large-Cap Value ETF made up 1.26% of Altus Wealth Group's portfolio in Q3 2026, its #16 holding.
  • Altus Wealth Group first reported a position in Schwab US Large-Cap Value ETF in Q4 2020 and has held it in 24 quarters since.
  • Altus Wealth Group's Schwab US Large-Cap Value ETF position peaked at $3.67M in Q2 2026.
  • 334 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2026.

Based on Altus Wealth Group's 13F filing for Q3 2026, filed 20 Oct 2026.