CWRP
SCHV

Cassady Wealth & Retirement Planning’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Cassady Wealth & Retirement Planning’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 		$3.72M Sell
106,955
-3,045
-3% -$100K 1.73% 19
2026
Q1 		$3.57M Sell
110,000
-14,023
-11% -$437K 1.85% 17
2025
Q4 		$3.67M Buy
+124,023
New +$3.63M 2.39% 10

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

Cassady Wealth & Retirement Planning's SCHV Position: Q2 2026 in Review

Cassady Wealth & Retirement Planning reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 2.8% in Q2 2026, selling an estimated $100K and leaving 106,955 shares worth $3.72M. The position accounts for 1.73% of the portfolio, ranked #19.

Cassady Wealth & Retirement Planning first reported a position in SCHV in Q4 2025 and has held it in 3 quarters since. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Cassady Wealth & Retirement Planning held 106,955 shares of Schwab US Large-Cap Value ETF worth $3.72M as of Q2 2026.
  • Cassady Wealth & Retirement Planning sold 3,045 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $100K.
  • Schwab US Large-Cap Value ETF made up 1.73% of Cassady Wealth & Retirement Planning's portfolio in Q2 2026, its #19 holding.
  • Cassady Wealth & Retirement Planning first reported a position in Schwab US Large-Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Cassady Wealth & Retirement Planning's 13F filing for Q2 2026, filed 27 Jul 2026.