Buck Wealth Strategies’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Buck Wealth Strategies’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	$2.3K	Buy	+66	New	+$2.17K	﹤0.01%	840

Other funds holding SCHV

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

RRWA

Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return

MAG

Mokosak Advisory Group Urbandale, Iowa $462M AUM 25.98% 1-Year Est. Return

Buck Wealth Strategies's SCHV Position: Q2 2026 in Review

Buck Wealth Strategies opened a new position in Schwab US Large-Cap Value ETF (SCHV) in Q2 2026: 66 shares worth $2.3K. The stake represents ﹤0.01% of the portfolio and ranks #840 among its holdings.

715 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

Buck Wealth Strategies held 66 shares of Schwab US Large-Cap Value ETF worth $2.3K as of Q2 2026.
Schwab US Large-Cap Value ETF was a new Buck Wealth Strategies position in Q2 2026.
Schwab US Large-Cap Value ETF made up ﹤0.01% of Buck Wealth Strategies's portfolio in Q2 2026, its #840 holding.
715 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.