ATPW
SCHV

Ashton Thomas Private Wealth’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Ashton Thomas Private Wealth’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 		$159K Hold
4,571
– – ﹤0.01% 1189
2026
Q1 		$139K Buy
+4,571
New +$142K ﹤0.01% 1126
2024
Q3 		– Sell
-4,431
Closed -$109K – 1606
2024
Q2 		$109K Buy
+4,431
New +$109K 0.01% 730

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

Ashton Thomas Private Wealth's SCHV Position: Q2 2026 in Review

Ashton Thomas Private Wealth held its Schwab US Large-Cap Value ETF (SCHV) position steady in Q2 2026 at 4,571 shares worth $159K. The position accounts for ﹤0.01% of the portfolio, ranked #1189.

Ashton Thomas Private Wealth first reported a position in SCHV in Q2 2024 and has held it in 3 quarters since. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Ashton Thomas Private Wealth held 4,571 shares of Schwab US Large-Cap Value ETF worth $159K as of Q2 2026.
  • Ashton Thomas Private Wealth left its Schwab US Large-Cap Value ETF share count unchanged in Q2 2026.
  • Schwab US Large-Cap Value ETF made up ﹤0.01% of Ashton Thomas Private Wealth's portfolio in Q2 2026, its #1189 holding.
  • Ashton Thomas Private Wealth first reported a position in Schwab US Large-Cap Value ETF in Q2 2024 and has held it in 3 quarters since.
  • 991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.