AWM
SCHV

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

Axxcess 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 		$492K Buy
14,147
+8
+0.1% +$264 0.01% 728
2026
Q1 		$431K Buy
+14,139
New +$441K 0.01% 313
2022
Q4 		– Sell
-23,754
Closed -$463K – 674
2022
Q3 		$463K Buy
23,754
+12,438
+110% +$268K 0.04% 331
2022
Q2 		$235K Sell
11,316
-960
-8% -$21.5K 0.02% 455
2022
Q1 		$292K Buy
12,276
+36
+0.3% +$852 0.02% 481
2021
Q4 		$299K Buy
+12,240
New +$290K 0.02% 471

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

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

Axxcess Wealth Management increased its Schwab US Large-Cap Value ETF (SCHV) stake by 0.06% in Q2 2026, buying an estimated $264 and bringing the position to 14,147 shares worth $492K. The position accounts for 0.01% of the portfolio, ranked #728.

Axxcess Wealth Management first reported a position in SCHV in Q4 2021 and has held it in 6 quarters since. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Axxcess Wealth Management held 14,147 shares of Schwab US Large-Cap Value ETF worth $492K as of Q2 2026.
  • Axxcess Wealth Management bought 8 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $264.
  • Schwab US Large-Cap Value ETF made up 0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #728 holding.
  • Axxcess Wealth Management first reported a position in Schwab US Large-Cap Value ETF in Q4 2021 and has held it in 6 quarters since.
  • 991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.