Bernardo Wealth Planning’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Bernardo Wealth Planning’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	$1M	Buy	28,870 +7	+0%	+$231	0.17%	60
2026 Q1	$880K	Buy	28,863 +72	+0.3%	+$2.24K	0.17%	55
2025 Q4	$853K	Buy	28,791 +55	+0.2%	+$1.61K	0.16%	55
2025 Q3	$837K	Buy	28,736 +529	+2%	+$15K	0.16%	52
2025 Q2	$781K	Buy	28,207 +3,436	+14%	+$90.3K	0.17%	52
2025 Q1	$658K	Hold	24,771	–	–	0.16%	54
2024 Q4	$638K	Sell	24,771 -49,542	-67%	-$1.34M	0.15%	53
2024 Q3	$676K	Buy	74,313 +43,344	+140%	+$1.11M	0.16%	52
2024 Q2	$765K	Hold	30,969	–	–	0.21%	47
2024 Q1	$784K	Buy	30,969 +258	+0.8%	+$6.19K	0.22%	45
2023 Q4	$718K	Hold	30,711	–	–	0.23%	48
2023 Q3	$660K	Sell	30,711 -471	-2%	-$10.6K	0.26%	45
2023 Q2	$697K	Hold	31,182	–	–	0.28%	44
2023 Q1	$682K	Buy	31,182 +6	+0%	+$133	0.29%	44
2022 Q4	$686K	Hold	31,176	–	–	0.32%	43
2022 Q3	$642K	Sell	31,176 -261	-0.8%	-$5.62K	0.36%	43
2022 Q2	$654K	Hold	31,437	–	–	0.37%	42
2022 Q1	$748K	Hold	31,437	–	–	0.37%	39
2021 Q4	$767K	Hold	31,437	–	–	0.37%	38
2021 Q3	$707K	Hold	31,437	–	–	0.41%	37
2021 Q2	$716K	Hold	31,437	–	–	0.43%	38
2021 Q1	$684K	Hold	31,437	–	–	0.44%	37
2020 Q4	$623K	Sell	31,437 -1,800	-5%	-$33.6K	0.24%	83
2020 Q3	$578K	Sell	33,237 -4,341	-12%	-$75.9K	0.26%	77
2020 Q2	$627K	Sell	37,578 -53,361	-59%	-$871K	0.34%	59
2020 Q1	$1.34M	Sell	90,939 -30,093	-25%	-$552K	0.93%	27
2019 Q4	$2.42M	Buy	121,032 +42	+0%	+$814	1.47%	13
2019 Q3	$2.29M	Buy	120,990 +1,539	+1%	+$28.8K	1.66%	12
2019 Q2	$2.23M	Buy	119,451 +11,814	+11%	+$218K	1.75%	12
2019 Q1	$1.96M	Buy	107,637 +13,215	+14%	+$235K	1.56%	14
2018 Q4	$1.55M	Buy	+94,422	New	+$1.67M	1.37%	15

Other funds holding SCHV

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

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

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

Bernardo Wealth Planning's SCHV Position: Q2 2026 in Review

Bernardo Wealth Planning increased its Schwab US Large-Cap Value ETF (SCHV) stake by 0.02% in Q2 2026, buying an estimated $231 and bringing the position to 28,870 shares worth $1M. The position accounts for 0.17% of the portfolio, ranked #60.

Bernardo Wealth Planning first reported a position in SCHV in Q4 2018 and has held it in 31 quarters since. The position peaked at $2.42M in Q4 2019. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

Bernardo Wealth Planning held 28,870 shares of Schwab US Large-Cap Value ETF worth $1M as of Q2 2026.
Bernardo Wealth Planning bought 7 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $231.
Schwab US Large-Cap Value ETF made up 0.17% of Bernardo Wealth Planning's portfolio in Q2 2026, its #60 holding.
Bernardo Wealth Planning first reported a position in Schwab US Large-Cap Value ETF in Q4 2018 and has held it in 31 quarters since.
Bernardo Wealth Planning's Schwab US Large-Cap Value ETF position peaked at $2.42M in Q4 2019.
991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Bernardo Wealth Planning's 13F filing for Q2 2026, filed 27 Jul 2026.