Atlas Wealth Partners’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Atlas Wealth Partners’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 Q1	$933K	Sell	30,576 -1,863	-6%	-$58K	0.96%	19
2025 Q4	$961K	Sell	32,439 -120	-0.4%	-$3.51K	1.06%	20
2025 Q3	$948K	Buy	32,559 +6,084	+23%	+$173K	0.97%	17
2025 Q2	$733K	Buy	26,475 +1,245	+5%	+$32.7K	0.85%	18
2025 Q1	$671K	Buy	25,230 +1,582	+7%	+$42.5K	0.83%	18
2024 Q4	$617K	Buy	23,648 +641	+3%	+$17.3K	0.78%	19
2024 Q3	$616K	Buy	+23,007	New	+$591K	0.94%	20
2023 Q3	–	Sell	-23,382	Closed	-$537K	–	35
2023 Q2	$537K	Buy	+23,382	New	+$511K	1.55%	16

Other funds holding SCHV

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Atlas Wealth Partners's SCHV Position: Q1 2026 in Review

Atlas Wealth Partners reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 5.7% in Q1 2026, selling an estimated $58K and leaving 30,576 shares worth $933K. The position accounts for 0.96% of the portfolio, ranked #19.

Atlas Wealth Partners first reported a position in SCHV in Q2 2023 and has held it in 8 quarters since. The position peaked at $961K in Q4 2025. 962 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

Atlas Wealth Partners held 30,576 shares of Schwab US Large-Cap Value ETF worth $933K as of Q1 2026.
Atlas Wealth Partners sold 1,863 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $58K.
Schwab US Large-Cap Value ETF made up 0.96% of Atlas Wealth Partners's portfolio in Q1 2026, its #19 holding.
Atlas Wealth Partners first reported a position in Schwab US Large-Cap Value ETF in Q2 2023 and has held it in 8 quarters since.
Atlas Wealth Partners's Schwab US Large-Cap Value ETF position peaked at $961K in Q4 2025.
962 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

Based on Atlas Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.