CWP
SCHV

Cyndeo Wealth Partners’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Cyndeo Wealth Partners’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 		$767K Buy
22,028
+730
+3% +$24K 0.04% 290
2026
Q1 		$650K Buy
21,298
+5,219
+32% +$163K 0.03% 287
2025
Q4 		$476K Sell
16,079
-1,310
-8% -$38.3K 0.03% 326
2025
Q3 		$506K Hold
17,389
– – 0.03% 306
2025
Q2 		$481K Buy
+17,389
New +$457K 0.03% 315

Other funds holding SCHV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
HWM
HRC Wealth Management Moscow, Idaho $244M AUM 21.86% 1-Year Est. Return
VC
Veery Capital Wilmington, Delaware $372M AUM 21.43% 1-Year Est. Return
NCMW
Northern Capital Management (Washington) Spokane, Washington $198M AUM 24.66% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
SMBT
Southern Michigan Bank & Trust Coldwater, Michigan $281M AUM

Cyndeo Wealth Partners's SCHV Position: Q2 2026 in Review

Cyndeo Wealth Partners increased its Schwab US Large-Cap Value ETF (SCHV) stake by 3.4% in Q2 2026, buying an estimated $24K and bringing the position to 22,028 shares worth $767K. The position accounts for 0.04% of the portfolio, ranked #290.

Cyndeo Wealth Partners first reported a position in SCHV in Q2 2025 and has held it in 5 quarters since. 251 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Cyndeo Wealth Partners held 22,028 shares of Schwab US Large-Cap Value ETF worth $767K as of Q2 2026.
  • Cyndeo Wealth Partners bought 730 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $24K.
  • Schwab US Large-Cap Value ETF made up 0.04% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #290 holding.
  • Cyndeo Wealth Partners first reported a position in Schwab US Large-Cap Value ETF in Q2 2025 and has held it in 5 quarters since.
  • 251 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.