EWM
SCHV

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

EPG 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 		$11.3K Buy
+324
New +$10.7K ﹤0.01% 276
2025
Q1 		– Sell
-2,758
Closed -$71.9K – 441
2024
Q4 		$71.9K Buy
2,758
+16
+0.6% +$432 0.02% 276
2024
Q3 		$73.5K Buy
+2,742
New +$70.4K 0.02% 275
2024
Q2 		– Sell
-2,715
Closed -$67.1K – 297
2024
Q1 		$68.8K Buy
2,715
+12
+0.4% +$288 0.02% 301
2023
Q4 		$63.6K Buy
2,703
+18
+0.7% +$394 0.02% 291
2023
Q3 		$57.7K Buy
2,685
+15
+0.6% +$337 0.02% 288
2023
Q2 		$59.7K Buy
2,670
+12
+0.5% +$262 0.02% 285
2023
Q1 		$58.1K Buy
2,658
+15
+0.6% +$333 0.02% 288
2022
Q4 		$58.1K Buy
2,643
+18
+0.7% +$390 0.02% 258
2022
Q3 		$51K Buy
+2,625
New +$56.5K 0.02% 253
2022
Q2 		– Sell
-2,598
Closed -$62K – 363
2022
Q1 		$62K Buy
2,598
+12
+0.5% +$284 0.02% 283
2021
Q4 		$63K Buy
2,586
+12
+0.5% +$284 0.02% 280
2021
Q3 		$58K Buy
+2,574
New +$59.5K 0.02% 266
2020
Q2 		– Sell
-3,987
Closed -$59K – 642
2020
Q1 		$59K Buy
3,987
+3,663
+1,131% +$67.2K 0.04% 251
2019
Q4 		$6K Buy
+324
New +$6.28K ﹤0.01% 495

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Envestnet Asset Management
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
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Osaic Holdings
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
SC
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

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

EPG Wealth Management opened a new position in Schwab US Large-Cap Value ETF (SCHV) in Q2 2026: 324 shares worth $11.3K. The stake represents ﹤0.01% of the portfolio and ranks #276 among its holdings. This is a return to the name: EPG Wealth Management previously reported a position in SCHV as recently as Q4 2024.

EPG Wealth Management first reported a position in SCHV in Q4 2019 and has held it in 15 quarters since. The position peaked at $73.5K in Q3 2024. 993 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • EPG Wealth Management held 324 shares of Schwab US Large-Cap Value ETF worth $11.3K as of Q2 2026.
  • Schwab US Large-Cap Value ETF was a new EPG Wealth Management position in Q2 2026.
  • Schwab US Large-Cap Value ETF made up ﹤0.01% of EPG Wealth Management's portfolio in Q2 2026, its #276 holding.
  • EPG Wealth Management first reported a position in Schwab US Large-Cap Value ETF in Q4 2019 and has held it in 15 quarters since.
  • EPG Wealth Management's Schwab US Large-Cap Value ETF position peaked at $73.5K in Q3 2024.
  • 993 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on EPG Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.