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

DecisionMap 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	$374K	Sell	10,732 -141	-1%	-$4.64K	0.21%	97
2026 Q1	$332K	Sell	10,873 -698	-6%	-$21.7K	0.21%	98
2025 Q4	$343K	Buy	11,571 +411	+4%	+$12K	0.21%	92
2025 Q3	$325K	Sell	11,160 -2,084	-16%	-$59.2K	0.21%	93
2025 Q2	$366K	Hold	13,244	–	–	0.25%	85
2025 Q1	$352K	Sell	13,244 -412	-3%	-$11.1K	0.27%	87
2024 Q4	$356K	Buy	+13,656	New	+$369K	0.28%	81

Other funds holding SCHV

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

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

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

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

DecisionMap Wealth Management's SCHV Position: Q2 2026 in Review

DecisionMap Wealth Management reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 1.3% in Q2 2026, selling an estimated $4.64K and leaving 10,732 shares worth $374K. The position accounts for 0.21% of the portfolio, ranked #97.

DecisionMap Wealth Management first reported a position in SCHV in Q4 2024 and has held it in 7 quarters since. 243 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

DecisionMap Wealth Management held 10,732 shares of Schwab US Large-Cap Value ETF worth $374K as of Q2 2026.
DecisionMap Wealth Management sold 141 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $4.64K.
Schwab US Large-Cap Value ETF made up 0.21% of DecisionMap Wealth Management's portfolio in Q2 2026, its #97 holding.
DecisionMap Wealth Management first reported a position in Schwab US Large-Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
243 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

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