AWM
SCHV

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

Apex 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
Q2 		$5.89M Buy
169,285
+5,389
+3% +$178K 3.6% 8
2026
Q1 		$5M Sell
163,896
-3,002
-2% -$93.5K 3.43% 10
2025
Q4 		$5.17M Buy
166,898
+11,843
+8% +$346K 5.25% 7
2025
Q3 		$4.51M Buy
155,055
+7,650
+5% +$217K 3.23% 11
2025
Q2 		$4.08M Buy
+147,405
New +$3.87M 3.27% 12

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

Apex Wealth Management's SCHV Position: Q2 2026 in Review

Apex Wealth Management increased its Schwab US Large-Cap Value ETF (SCHV) stake by 3.3% in Q2 2026, buying an estimated $178K and bringing the position to 169,285 shares worth $5.89M. The position accounts for 3.6% of the portfolio, ranked #8.

Apex Wealth Management first reported a position in SCHV in Q2 2025 and has held it in 5 quarters since. 993 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Apex Wealth Management held 169,285 shares of Schwab US Large-Cap Value ETF worth $5.89M as of Q2 2026.
  • Apex Wealth Management bought 5,389 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $178K.
  • Schwab US Large-Cap Value ETF made up 3.6% of Apex Wealth Management's portfolio in Q2 2026, its #8 holding.
  • Apex Wealth Management first reported a position in Schwab US Large-Cap Value ETF in Q2 2025 and has held it in 5 quarters since.
  • 993 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Apex Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.