Brickley Wealth Management
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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
Q3 		$539K Buy
16,177
+454
+3% +$15.6K 0.07% 46
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

SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Avantax Planning Partners
Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Moneta Group Investment Advisors
Moneta Group Investment Advisors St Louis, Missouri $16.1B AUM 16.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Brickley Wealth Management's SCHV Position: Q3 2026 in Review

Brickley Wealth Management increased its Schwab US Large-Cap Value ETF (SCHV) stake by 2.9% in Q3 2026, buying an estimated $15.6K and bringing the position to 16,177 shares worth $539K. The position accounts for 0.07% of the portfolio, ranked #46.

Brickley Wealth Management first reported a position in SCHV in Q1 2024 and has held it in 11 quarters since. The position peaked at $547K in Q2 2026. 905 funds tracked by Wall St. Rank hold SCHV as of Q3 2026.

  • Brickley Wealth Management held 16,177 shares of Schwab US Large-Cap Value ETF worth $539K as of Q3 2026.
  • Brickley Wealth Management bought 454 Schwab US Large-Cap Value ETF shares in Q3 2026, an estimated $15.6K.
  • Schwab US Large-Cap Value ETF made up 0.07% of Brickley Wealth Management's portfolio in Q3 2026, its #46 holding.
  • Brickley Wealth Management first reported a position in Schwab US Large-Cap Value ETF in Q1 2024 and has held it in 11 quarters since.
  • Brickley Wealth Management's Schwab US Large-Cap Value ETF position peaked at $547K in Q2 2026.
  • 905 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2026.

Based on Brickley Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.