BMWS
SCHV

Brady Martz Wealth Solutions’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Brady Martz Wealth Solutions’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 		$34.6M Sell
1,135,107
-93,630
-8% -$2.92M 5.9% 2
2025
Q4 		$36.4M Sell
1,228,737
-121,492
-9% -$3.55M 6.41% 2
2025
Q3 		$39.3M Sell
1,350,229
-46,116
-3% -$1.31M 7.14% 2
2025
Q2 		$38.6M Sell
1,396,345
-192,354
-12% -$5.06M 7.47% 2
2025
Q1 		$42.2M Sell
1,588,699
-42,194
-3% -$1.13M 9.56% 1
2024
Q4 		$42.7M Buy
+1,630,893
New +$44M 10.3% 1

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
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
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
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Brady Martz Wealth Solutions's SCHV Position: Q1 2026 in Review

Brady Martz Wealth Solutions reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 7.6% in Q1 2026, selling an estimated $2.92M and leaving 1,135,107 shares worth $34.6M. The position accounts for 5.9% of the portfolio, ranked #2.

Brady Martz Wealth Solutions first reported a position in SCHV in Q4 2024 and has held it in 6 quarters since. The position peaked at $42.7M in Q4 2024. 962 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

  • Brady Martz Wealth Solutions held 1,135,107 shares of Schwab US Large-Cap Value ETF worth $34.6M as of Q1 2026.
  • Brady Martz Wealth Solutions sold 93,630 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $2.92M.
  • Schwab US Large-Cap Value ETF made up 5.9% of Brady Martz Wealth Solutions's portfolio in Q1 2026, its #2 holding.
  • Brady Martz Wealth Solutions first reported a position in Schwab US Large-Cap Value ETF in Q4 2024 and has held it in 6 quarters since.
  • Brady Martz Wealth Solutions's Schwab US Large-Cap Value ETF position peaked at $42.7M in Q4 2024.
  • 962 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

Based on Brady Martz Wealth Solutions's 13F filing for Q1 2026, filed 15 Apr 2026.