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 Q3	$29.2K	Hold	876	–	–	﹤0.01%	179
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

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return

Mokosak Advisory Group Urbandale, Iowa $454M AUM 14.41% 1-Year Est. Return

Rainey & Randall Wealth Advisors Celebration, Florida $698M AUM 11.67% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

Black Diamond Financial Towson, Maryland $1.18B AUM 15.24% 1-Year Est. Return

DiNuzzo Private Wealth's SCHV Position: Q3 2026 in Review

DiNuzzo Private Wealth held its Schwab US Large-Cap Value ETF (SCHV) position steady in Q3 2026 at 876 shares worth $29.2K. The position accounts for ﹤0.01% of the portfolio, ranked #179.

DiNuzzo Private Wealth first reported a position in SCHV in Q4 2023 and has held it in 12 quarters since. The position peaked at $30.5K in Q2 2026. 427 funds tracked by Wall St. Rank hold SCHV as of Q3 2026.

DiNuzzo Private Wealth held 876 shares of Schwab US Large-Cap Value ETF worth $29.2K as of Q3 2026.
DiNuzzo Private Wealth left its Schwab US Large-Cap Value ETF share count unchanged in Q3 2026.
Schwab US Large-Cap Value ETF made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q3 2026, its #179 holding.
DiNuzzo Private Wealth first reported a position in Schwab US Large-Cap Value ETF in Q4 2023 and has held it in 12 quarters since.
DiNuzzo Private Wealth's Schwab US Large-Cap Value ETF position peaked at $30.5K in Q2 2026.
427 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.