CWM
SCHV

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

Collaborative 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 		– Sell
-7,091
Closed -$210K – 226
2025
Q4 		$210K Buy
+7,091
New +$207K 0.07% 226

Other funds holding SCHV

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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

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

Collaborative Wealth Management sold out of Schwab US Large-Cap Value ETF (SCHV) in Q1 2026, closing a stake of 7,091 shares — an estimated $210K sold.

Collaborative Wealth Management first reported a position in SCHV in Q4 2025 and held it in 1 quarter. The position peaked at $210K in Q4 2025. 962 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

  • Collaborative Wealth Management reported no remaining Schwab US Large-Cap Value ETF position as of Q1 2026 after selling out during the quarter.
  • Collaborative Wealth Management sold 7,091 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $210K.
  • Collaborative Wealth Management first reported a position in Schwab US Large-Cap Value ETF in Q4 2025 and held it in 1 quarter.
  • Collaborative Wealth Management's Schwab US Large-Cap Value ETF position peaked at $210K in Q4 2025.
  • 962 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

Based on Collaborative Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.