Facet Wealth Inc’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Facet Wealth Inc’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	$921K	Buy	27,663 +5,219	+23%	+$179K	0.01%	151
2026 Q2	$781K	Sell	22,444 -1,981	-8%	-$65.3K	0.01%	149
2026 Q1	$745K	Buy	24,425 +8,242	+51%	+$257K	0.01%	128
2025 Q4	$501K	Buy	16,183 +6,732	+71%	+$197K	0.01%	154
2025 Q3	$275K	Sell	9,451 -1,066	-10%	-$30.3K	0.01%	170
2025 Q2	$293K	Sell	10,517 -22	-0.2%	-$578	0.01%	136
2025 Q1	$275K	Buy	10,539 +580	+6%	+$15.6K	0.01%	115
2024 Q4	$270K	Buy	+9,959	New	+$269K	0.01%	116
2021 Q4	–	Sell	-9,564	Closed	-$215K	–	72
2021 Q3	$215K	Buy	+9,564	New	+$221K	0.02%	59

Other funds holding SCHV

Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return

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

Savant Capital Rockford, Illinois $35B AUM 15.18% 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

Facet Wealth Inc's SCHV Position: Q3 2026 in Review

Facet Wealth Inc increased its Schwab US Large-Cap Value ETF (SCHV) stake by 23% in Q3 2026, buying an estimated $179K and bringing the position to 27,663 shares worth $921K. The position accounts for 0.01% of the portfolio, ranked #151.

Facet Wealth Inc first reported a position in SCHV in Q3 2021 and has held it in 9 quarters since. 607 funds tracked by Wall St. Rank hold SCHV as of Q3 2026.

Facet Wealth Inc held 27,663 shares of Schwab US Large-Cap Value ETF worth $921K as of Q3 2026.
Facet Wealth Inc bought 5,219 Schwab US Large-Cap Value ETF shares in Q3 2026, an estimated $179K.
Schwab US Large-Cap Value ETF made up 0.01% of Facet Wealth Inc's portfolio in Q3 2026, its #151 holding.
Facet Wealth Inc first reported a position in Schwab US Large-Cap Value ETF in Q3 2021 and has held it in 9 quarters since.
607 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2026.

Based on Facet Wealth Inc's 13F filing for Q3 2026, filed 4 Nov 2026.