BWM
SCHV

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

BCGM 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 		$1.56M Sell
44,790
-1,261
-3% -$41.5K 0.33% 69
2026
Q1 		$1.4M Sell
46,051
-1,272
-3% -$39.6K 0.35% 70
2025
Q4 		$1.4M Buy
47,323
+1,264
+3% +$36.9K 0.36% 69
2025
Q3 		$1.34M Buy
46,059
+151
+0.3% +$4.29K 0.35% 70
2025
Q2 		$1.27M Buy
45,908
+408
+0.9% +$10.7K 0.36% 69
2025
Q1 		$1.21M Buy
45,500
+2,682
+6% +$72K 0.37% 65
2024
Q4 		$1.12M Buy
42,818
+302
+0.7% +$8.15K 0.35% 66
2024
Q3 		$1.14M Buy
42,516
+198
+0.5% +$5.09K 0.37% 63
2024
Q2 		$1.04M Sell
42,318
-14,448
-25% -$357K 0.36% 63
2024
Q1 		$1.44M Sell
56,766
-606
-1% -$14.5K 0.52% 51
2023
Q4 		$1.34M Sell
57,372
-2,340
-4% -$51.2K 0.55% 47
2023
Q3 		$1.28M Sell
59,712
-396
-0.7% -$8.89K 0.59% 45
2023
Q2 		$1.34M Sell
60,108
-181,515
-75% -$3.96M 0.59% 42
2023
Q1 		$5.28M Sell
241,623
-35,409
-13% -$787K 2.66% 9
2022
Q4 		$6.1M Buy
277,032
+5,292
+2% +$115K 2.97% 7
2022
Q3 		$5.79M Buy
271,740
+224,487
+475% +$4.83M 2.89% 8
2022
Q2 		$1.05M Sell
47,253
-1,788
-4% -$40.1K 0.53% 41
2022
Q1 		$1.1M Buy
49,041
+351
+0.7% +$8.31K 0.6% 41
2021
Q4 		$1.19M Sell
48,690
-1,545
-3% -$36.6K 0.64% 36
2021
Q3 		$1.19M Sell
50,235
-1,350
-3% -$31.2K 0.66% 36
2021
Q2 		$1.19M Sell
51,585
-11,433
-18% -$259K 0.71% 29
2021
Q1 		$1.4M Sell
63,018
-346,710
-85% -$7.22M 0.96% 22
2020
Q4 		$8.55M Buy
+409,728
New +$7.66M 6.05% 3

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

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

BCGM Wealth Management reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 2.7% in Q2 2026, selling an estimated $41.5K and leaving 44,790 shares worth $1.56M. The position accounts for 0.33% of the portfolio, ranked #69.

BCGM Wealth Management first reported a position in SCHV in Q4 2020 and has held it in 23 quarters since. The position peaked at $8.55M in Q4 2020. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • BCGM Wealth Management held 44,790 shares of Schwab US Large-Cap Value ETF worth $1.56M as of Q2 2026.
  • BCGM Wealth Management sold 1,261 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $41.5K.
  • Schwab US Large-Cap Value ETF made up 0.33% of BCGM Wealth Management's portfolio in Q2 2026, its #69 holding.
  • BCGM Wealth Management first reported a position in Schwab US Large-Cap Value ETF in Q4 2020 and has held it in 23 quarters since.
  • BCGM Wealth Management's Schwab US Large-Cap Value ETF position peaked at $8.55M in Q4 2020.
  • 991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on BCGM Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.