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
Q2 		$39.5M Sell
1,134,296
-811
-0.1% -$26.7K 5.96% 2
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 $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

Brady Martz Wealth Solutions's SCHV Position: Q2 2026 in Review

Brady Martz Wealth Solutions reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 0.07% in Q2 2026, selling an estimated $26.7K and leaving 1,134,296 shares worth $39.5M. The position accounts for 5.96% of the portfolio, ranked #2.

Brady Martz Wealth Solutions first reported a position in SCHV in Q4 2024 and has held it in 7 quarters since. The position peaked at $42.7M in Q4 2024. 995 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Brady Martz Wealth Solutions held 1,134,296 shares of Schwab US Large-Cap Value ETF worth $39.5M as of Q2 2026.
  • Brady Martz Wealth Solutions sold 811 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $26.7K.
  • Schwab US Large-Cap Value ETF made up 5.96% of Brady Martz Wealth Solutions's portfolio in Q2 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 7 quarters since.
  • Brady Martz Wealth Solutions's Schwab US Large-Cap Value ETF position peaked at $42.7M in Q4 2024.
  • 995 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Brady Martz Wealth Solutions's 13F filing for Q2 2026, filed 23 Jul 2026.