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

Cherry Tree 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 		$21.3K Buy
612
+459
+300% +$15.1K ﹤0.01% 366
2026
Q1 		$4.67K Hold
153
– – ﹤0.01% 488
2025
Q4 		$4.53K Buy
+153
New +$4.47K ﹤0.01% 496

Other funds holding SCHV

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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

Cherry Tree Wealth Management's SCHV Position: Q2 2026 in Review

Cherry Tree Wealth Management increased its Schwab US Large-Cap Value ETF (SCHV) stake by 300% in Q2 2026, buying an estimated $15.1K and bringing the position to 612 shares worth $21.3K. The position accounts for ﹤0.01% of the portfolio, ranked #366.

Cherry Tree Wealth Management first reported a position in SCHV in Q4 2025 and has held it in 3 quarters since. 995 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Cherry Tree Wealth Management held 612 shares of Schwab US Large-Cap Value ETF worth $21.3K as of Q2 2026.
  • Cherry Tree Wealth Management bought 459 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $15.1K.
  • Schwab US Large-Cap Value ETF made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q2 2026, its #366 holding.
  • Cherry Tree Wealth Management first reported a position in Schwab US Large-Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 995 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q2 2026, filed 15 Sep 2026.