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 Q3	$30.8M	Sell	924,478 -209,818	-18%	-$7.22M	4.55%	2
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

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return

Brady Martz Wealth Solutions's SCHV Position: Q3 2026 in Review

Brady Martz Wealth Solutions reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 18% in Q3 2026, selling an estimated $7.22M and leaving 924,478 shares worth $30.8M. The position accounts for 4.55% of the portfolio, ranked #2.

Brady Martz Wealth Solutions first reported a position in SCHV in Q4 2024 and has held it in 8 quarters since. The position peaked at $42.7M in Q4 2024. 833 funds tracked by Wall St. Rank hold SCHV as of Q3 2026.

Brady Martz Wealth Solutions held 924,478 shares of Schwab US Large-Cap Value ETF worth $30.8M as of Q3 2026.
Brady Martz Wealth Solutions sold 209,818 Schwab US Large-Cap Value ETF shares in Q3 2026, an estimated $7.22M.
Schwab US Large-Cap Value ETF made up 4.55% of Brady Martz Wealth Solutions's portfolio in Q3 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 8 quarters since.
Brady Martz Wealth Solutions's Schwab US Large-Cap Value ETF position peaked at $42.7M in Q4 2024.
833 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2026.

Based on Brady Martz Wealth Solutions's 13F filing for Q3 2026, filed 5 Nov 2026.