EWM
SCHV

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

Evolution 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 		$15.9K Hold
456
– – 0.01% 503
2026
Q1 		$13.9K Hold
456
– – 0.01% 472
2025
Q4 		$13.5K Hold
456
– – 0.01% 404
2025
Q3 		$13.3K Hold
456
– – 0.01% 336
2025
Q2 		$12.6K Buy
+456
New +$12K 0.02% 327

Other funds holding SCHV

Financial Engines Advisors
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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

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

Evolution Wealth Management held its Schwab US Large-Cap Value ETF (SCHV) position steady in Q2 2026 at 456 shares worth $15.9K. The position accounts for 0.01% of the portfolio, ranked #503.

Evolution Wealth Management first reported a position in SCHV in Q2 2025 and has held it in 5 quarters since. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Evolution Wealth Management held 456 shares of Schwab US Large-Cap Value ETF worth $15.9K as of Q2 2026.
  • Evolution Wealth Management 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 Evolution Wealth Management's portfolio in Q2 2026, its #503 holding.
  • Evolution Wealth Management first reported a position in Schwab US Large-Cap Value ETF in Q2 2025 and has held it in 5 quarters since.
  • 991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

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