Fifth Third Wealth Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Fifth Third Wealth Advisors’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	$201K	Buy	+5,769	New	+$190K	0.01%	941

Other funds holding SCHV

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

HRC Wealth Management Moscow, Idaho $244M AUM 21.86% 1-Year Est. Return

Veery Capital Wilmington, Delaware $372M AUM 21.43% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Fifth Third Wealth Advisors's SCHV Position: Q2 2026 in Review

Fifth Third Wealth Advisors opened a new position in Schwab US Large-Cap Value ETF (SCHV) in Q2 2026: 5,769 shares worth $201K. The stake represents 0.01% of the portfolio and ranks #941 among its holdings.

231 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

Fifth Third Wealth Advisors held 5,769 shares of Schwab US Large-Cap Value ETF worth $201K as of Q2 2026.
Schwab US Large-Cap Value ETF was a new Fifth Third Wealth Advisors position in Q2 2026.
Schwab US Large-Cap Value ETF made up 0.01% of Fifth Third Wealth Advisors's portfolio in Q2 2026, its #941 holding.
231 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Fifth Third Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.