BWM
SCHV

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

Bullock 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 		$745K Hold
21,652
– – 0.32% 75
2026
Q1 		$663K Buy
21,652
+1
+0% +$31 0.33% 74
2025
Q4 		$641K Hold
21,651
– – 0.31% 78
2025
Q3 		$632K Buy
21,651
+21,535
+18,565% +$612K 0.31% 75
2025
Q2 		$3.24K Sell
116
-939
-89% -$24.7K ﹤0.01% 480
2025
Q1 		$28K Sell
1,055
-337
-24% -$9.04K 0.02% 277
2024
Q4 		$36.3K Sell
1,392
-318
-19% -$8.59K 0.02% 274
2024
Q3 		$45.7K Sell
1,710
-924
-35% -$23.7K 0.03% 249
2024
Q2 		$64.7K Buy
2,634
+12
+0.5% +$297 0.04% 213
2024
Q1 		$66K Buy
+2,622
New +$62.9K 0.04% 223

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 22.9% 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

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

Bullock Wealth Management held its Schwab US Large-Cap Value ETF (SCHV) position steady in Q2 2026 at 21,652 shares worth $745K. The position accounts for 0.32% of the portfolio, ranked #75.

Bullock Wealth Management first reported a position in SCHV in Q1 2024 and has held it in 10 quarters since. 995 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Bullock Wealth Management held 21,652 shares of Schwab US Large-Cap Value ETF worth $745K as of Q2 2026.
  • Bullock Wealth Management left its Schwab US Large-Cap Value ETF share count unchanged in Q2 2026.
  • Schwab US Large-Cap Value ETF made up 0.32% of Bullock Wealth Management's portfolio in Q2 2026, its #75 holding.
  • Bullock Wealth Management first reported a position in Schwab US Large-Cap Value ETF in Q1 2024 and has held it in 10 quarters since.
  • 995 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.