BWM
SCHV

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

Brown 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 		$5.6M Sell
161,002
-1,246
-0.8% -$41K 1.25% 22
2026
Q1 		$4.95M Buy
162,248
+738
+0.5% +$23K 1.27% 20
2025
Q4 		$4.78M Buy
161,510
+8,383
+5% +$245K 1.26% 25
2025
Q3 		$4.46M Buy
153,127
+1,560
+1% +$44.3K 1.25% 23
2025
Q2 		$4.19M Buy
151,567
+58,030
+62% +$1.53M 1.3% 21
2025
Q1 		$2.49M Buy
93,537
+3,040
+3% +$81.6K 0.85% 32
2024
Q4 		$2.36M Buy
90,497
+2,507
+3% +$67.7K 0.84% 27
2024
Q3 		$2.36M Sell
87,990
-6,675
-7% -$171K 0.85% 27
2024
Q2 		$2.34M Buy
94,665
+666
+0.7% +$16.5K 0.94% 25
2024
Q1 		$2.38M Sell
93,999
-177
-0.2% -$4.24K 0.98% 24
2023
Q4 		$2.2M Buy
94,176
+870
+0.9% +$19K 0.97% 25
2023
Q3 		$2M Sell
93,306
-25,074
-21% -$563K 0.95% 26
2023
Q2 		$2.65M Buy
+118,380
New +$2.58M 1.37% 21

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

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

Brown Wealth Management reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 0.77% in Q2 2026, selling an estimated $41K and leaving 161,002 shares worth $5.6M. The position accounts for 1.25% of the portfolio, ranked #22.

Brown Wealth Management first reported a position in SCHV in Q2 2023 and has held it in 13 quarters since. 987 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Brown Wealth Management held 161,002 shares of Schwab US Large-Cap Value ETF worth $5.6M as of Q2 2026.
  • Brown Wealth Management sold 1,246 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $41K.
  • Schwab US Large-Cap Value ETF made up 1.25% of Brown Wealth Management's portfolio in Q2 2026, its #22 holding.
  • Brown Wealth Management first reported a position in Schwab US Large-Cap Value ETF in Q2 2023 and has held it in 13 quarters since.
  • 987 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Brown Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.