CWM
SCHV

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

Cadence 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
Q1 		$6.87M Buy
225,363
+4,304
+2% +$134K 2.87% 9
2025
Q4 		$6.55M Buy
221,059
+12,846
+6% +$375K 3.16% 9
2025
Q3 		$6.06M Buy
208,213
+17,853
+9% +$507K 3.17% 8
2025
Q2 		$5.27M Buy
190,360
+29,548
+18% +$777K 3.48% 7
2025
Q1 		$4.27M Buy
160,812
+35,471
+28% +$952K 3.16% 7
2024
Q4 		$3.27M Buy
125,341
+15,349
+14% +$414K 2.16% 10
2024
Q3 		$2.95M Buy
109,992
+44,889
+69% +$1.15M 2.4% 8
2024
Q2 		$1.61M Buy
65,103
+46,554
+251% +$1.15M 1.12% 11
2024
Q1 		$470K Sell
18,549
-1,590
-8% -$38.1K 0.48% 21
2023
Q4 		$471K Buy
20,139
+573
+3% +$12.5K 0.37% 21
2023
Q3 		$420K Sell
19,566
-936
-5% -$21K 0.35% 24
2023
Q2 		$458K Buy
20,502
+228
+1% +$4.98K 0.44% 17
2023
Q1 		$443K Sell
20,274
-150
-0.7% -$3.33K 0.45% 13
2022
Q4 		$449K Sell
20,424
-4,308
-17% -$93.3K 0.39% 13
2022
Q3 		$482K Sell
24,732
-1,365
-5% -$29.4K 0.45% 15
2022
Q2 		$543K Sell
26,097
-1,329
-5% -$29.8K 0.56% 13
2022
Q1 		$653K Buy
27,426
+1,107
+4% +$26.2K 0.5% 14
2021
Q4 		$642K Sell
26,319
-2,475
-9% -$58.6K 0.7% 12
2021
Q3 		$648K Sell
28,794
-1,038
-3% -$24K 0.73% 14
2021
Q2 		$680K Sell
29,832
-9,120
-23% -$207K 0.57% 17
2021
Q1 		$848K Buy
+38,952
New +$811K 0.77% 13

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Cadence Wealth Management's SCHV Position: Q1 2026 in Review

Cadence Wealth Management increased its Schwab US Large-Cap Value ETF (SCHV) stake by 1.9% in Q1 2026, buying an estimated $134K and bringing the position to 225,363 shares worth $6.87M. The position accounts for 2.87% of the portfolio, ranked #9.

Cadence Wealth Management first reported a position in SCHV in Q1 2021 and has held it in 21 quarters since. 962 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

  • Cadence Wealth Management held 225,363 shares of Schwab US Large-Cap Value ETF worth $6.87M as of Q1 2026.
  • Cadence Wealth Management bought 4,304 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $134K.
  • Schwab US Large-Cap Value ETF made up 2.87% of Cadence Wealth Management's portfolio in Q1 2026, its #9 holding.
  • Cadence Wealth Management first reported a position in Schwab US Large-Cap Value ETF in Q1 2021 and has held it in 21 quarters since.
  • 962 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

Based on Cadence Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.