Fifth Third Wealth Advisors
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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
Q3 		$250K Buy
7,495
+1,726
+30% +$59.4K 0.01% 873
2026
Q2 		$201K Buy
+5,769
New +$190K 0.01% 941

Other funds holding SCHV

SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Avantax Planning Partners
Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Gemmer Asset Management
Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return
Mokosak Advisory Group
Mokosak Advisory Group Urbandale, Iowa $454M AUM 14.41% 1-Year Est. Return
Rainey & Randall Wealth Advisors
Rainey & Randall Wealth Advisors Celebration, Florida $698M AUM 11.67% 1-Year Est. Return

Fifth Third Wealth Advisors's SCHV Position: Q3 2026 in Review

Fifth Third Wealth Advisors increased its Schwab US Large-Cap Value ETF (SCHV) stake by 30% in Q3 2026, buying an estimated $59.4K and bringing the position to 7,495 shares worth $250K. The position accounts for 0.01% of the portfolio, ranked #873.

Fifth Third Wealth Advisors first reported a position in SCHV in Q2 2026 and has held it in 2 quarters since. 719 funds tracked by Wall St. Rank hold SCHV as of Q3 2026.

  • Fifth Third Wealth Advisors held 7,495 shares of Schwab US Large-Cap Value ETF worth $250K as of Q3 2026.
  • Fifth Third Wealth Advisors bought 1,726 Schwab US Large-Cap Value ETF shares in Q3 2026, an estimated $59.4K.
  • Schwab US Large-Cap Value ETF made up 0.01% of Fifth Third Wealth Advisors's portfolio in Q3 2026, its #873 holding.
  • Fifth Third Wealth Advisors first reported a position in Schwab US Large-Cap Value ETF in Q2 2026 and has held it in 2 quarters since.
  • 719 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2026.

Based on Fifth Third Wealth Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.