AWG
SCHV

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
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 		$3.13M 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

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
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
HWM
HRC Wealth Management Moscow, Idaho $244M AUM 21.86% 1-Year Est. Return
VC
Veery Capital Wilmington, Delaware $372M AUM 21.43% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
MWP
Meriwether Wealth & Planning Minden, Louisiana $202M AUM 22.64% 1-Year Est. Return

Altus Wealth Group's SCHV Position: Q2 2026 in Review

Altus Wealth Group increased its Schwab US Large-Cap Value ETF (SCHV) stake by 1.1% in Q2 2026, buying an estimated $36.9K and bringing the position to 105,415 shares worth $3.67M. The position accounts for 1.33% of the portfolio, ranked #16.

Altus Wealth Group first reported a position in SCHV in Q4 2020 and has held it in 23 quarters since. 189 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Altus Wealth Group held 105,415 shares of Schwab US Large-Cap Value ETF worth $3.67M as of Q2 2026.
  • Altus Wealth Group bought 1,119 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $36.9K.
  • Schwab US Large-Cap Value ETF made up 1.33% of Altus Wealth Group's portfolio in Q2 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 23 quarters since.
  • 189 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Altus Wealth Group's 13F filing for Q2 2026, filed 17 Jul 2026.