CWA Asset Management Group’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

CWA Asset Management Group’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	$366K	Buy	10,511 +2,570	+32%	+$84.7K	0.01%	552
2026 Q1	$242K	Hold	7,941	–	–	0.01%	602
2025 Q4	$235K	Buy	7,941 +14	+0.2%	+$409	0.01%	589
2025 Q3	$231K	Buy	+7,927	New	+$225K	0.01%	611
2023 Q3	–	Sell	-9,177	Closed	-$205K	–	376
2023 Q2	$205K	Hold	9,177	–	–	0.01%	344
2023 Q1	$201K	Buy	+9,177	New	+$204K	0.01%	309

Other funds holding SCHV

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

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

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

CWA Asset Management Group's SCHV Position: Q2 2026 in Review

CWA Asset Management Group increased its Schwab US Large-Cap Value ETF (SCHV) stake by 32% in Q2 2026, buying an estimated $84.7K and bringing the position to 10,511 shares worth $366K. The position accounts for 0.01% of the portfolio, ranked #552.

CWA Asset Management Group first reported a position in SCHV in Q1 2023 and has held it in 6 quarters since. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

CWA Asset Management Group held 10,511 shares of Schwab US Large-Cap Value ETF worth $366K as of Q2 2026.
CWA Asset Management Group bought 2,570 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $84.7K.
Schwab US Large-Cap Value ETF made up 0.01% of CWA Asset Management Group's portfolio in Q2 2026, its #552 holding.
CWA Asset Management Group first reported a position in Schwab US Large-Cap Value ETF in Q1 2023 and has held it in 6 quarters since.
991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on CWA Asset Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.