DPW
SCHV

DiNuzzo Private Wealth’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

DiNuzzo Private Wealth’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 		$30.5K Hold
876
– – ﹤0.01% 175
2026
Q1 		$26.7K Hold
876
– – ﹤0.01% 171
2025
Q4 		$25.9K Hold
876
– – ﹤0.01% 174
2025
Q3 		$25.2K Hold
876
– – ﹤0.01% 173
2025
Q2 		$24.2K Hold
876
– – ﹤0.01% 171
2025
Q1 		$23.3K Hold
876
– – ﹤0.01% 167
2024
Q4 		$22.8K Hold
876
– – ﹤0.01% 167
2024
Q3 		$23.5K Hold
876
– – ﹤0.01% 176
2024
Q2 		$21.6K Hold
876
– – ﹤0.01% 138
2024
Q1 		$22.2K Hold
876
– – ﹤0.01% 128
2023
Q4 		$20.5K Buy
+876
New +$19.2K ﹤0.01% 129

Other funds holding SCHV

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
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
RRWA
Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
SWRP
Summit Wealth & Retirement Planning San Ramon, California $472M AUM 25.49% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

DiNuzzo Private Wealth's SCHV Position: Q2 2026 in Review

DiNuzzo Private Wealth held its Schwab US Large-Cap Value ETF (SCHV) position steady in Q2 2026 at 876 shares worth $30.5K. The position accounts for ﹤0.01% of the portfolio, ranked #175.

DiNuzzo Private Wealth first reported a position in SCHV in Q4 2023 and has held it in 11 quarters since. 426 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • DiNuzzo Private Wealth held 876 shares of Schwab US Large-Cap Value ETF worth $30.5K as of Q2 2026.
  • DiNuzzo Private Wealth left its Schwab US Large-Cap Value ETF share count unchanged in Q2 2026.
  • Schwab US Large-Cap Value ETF made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #175 holding.
  • DiNuzzo Private Wealth first reported a position in Schwab US Large-Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 426 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.