BWM
SCHV

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

Brickley 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 		$547K Sell
15,723
-82
-0.5% -$2.7K 0.08% 45
2026
Q1 		$482K Sell
15,805
-18
-0.1% -$561 0.08% 37
2025
Q4 		$469K Buy
15,823
+1,733
+12% +$50.7K 0.08% 40
2025
Q3 		$410K Sell
14,090
-22
-0.2% -$625 0.07% 40
2025
Q2 		$390K Buy
14,112
+1,353
+11% +$35.6K 0.08% 38
2025
Q1 		$339K Buy
12,759
+1,680
+15% +$45.1K 0.07% 38
2024
Q4 		$289K Buy
11,079
+2,430
+28% +$65.6K 0.06% 40
2024
Q3 		$232K Buy
8,649
+252
+3% +$6.47K 0.05% 45
2024
Q2 		$207K Buy
8,397
+42
+0.5% +$1.04K 0.05% 46
2024
Q1 		$212K Buy
+8,355
New +$200K 0.05% 45

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

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

Brickley Wealth Management reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 0.52% in Q2 2026, selling an estimated $2.7K and leaving 15,723 shares worth $547K. The position accounts for 0.08% of the portfolio, ranked #45.

Brickley Wealth Management first reported a position in SCHV in Q1 2024 and has held it in 10 quarters since. 993 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Brickley Wealth Management held 15,723 shares of Schwab US Large-Cap Value ETF worth $547K as of Q2 2026.
  • Brickley Wealth Management sold 82 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $2.7K.
  • Schwab US Large-Cap Value ETF made up 0.08% of Brickley Wealth Management's portfolio in Q2 2026, its #45 holding.
  • Brickley Wealth Management first reported a position in Schwab US Large-Cap Value ETF in Q1 2024 and has held it in 10 quarters since.
  • 993 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Brickley Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.