Focus Partners Wealth
SCHV

Focus Partners Wealth’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Focus Partners Wealth’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 		$21.2M Sell
607,840
-58,306
-9% -$1.92M 0.02% 502
2026
Q1 		$20.3M Buy
666,146
+14,858
+2% +$463K 0.02% 492
2025
Q4 		$19.3M Buy
651,288
+379,690
+140% +$11.1M 0.02% 498
2025
Q3 		$7.91M Sell
271,598
-395,958
-59% -$11.2M 0.01% 625
2025
Q2 		$18.5M Buy
667,556
+285,495
+75% +$7.5M 0.04% 376
2025
Q1 		$10.2M Buy
382,061
+107,996
+39% +$2.9M 0.03% 472
2024
Q4 		$7.14M Sell
274,065
-16,395
-6% -$443K 0.02% 540
2024
Q3 		$7.78M Sell
290,460
-33,666
-10% -$865K 0.02% 459
2024
Q2 		$8M Buy
324,126
+164,127
+103% +$4.06M 0.03% 412
2024
Q1 		$4.05M Sell
159,999
-6,153
-4% -$148K 0.03% 362
2023
Q4 		$3.88M Buy
+166,152
New +$3.63M 0.05% 265

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

Focus Partners Wealth's SCHV Position: Q2 2026 in Review

Focus Partners Wealth reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 8.8% in Q2 2026, selling an estimated $1.92M and leaving 607,840 shares worth $21.2M. The position accounts for 0.02% of the portfolio, ranked #502.

Focus Partners Wealth first reported a position in SCHV in Q4 2023 and has held it in 11 quarters since. 993 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Focus Partners Wealth held 607,840 shares of Schwab US Large-Cap Value ETF worth $21.2M as of Q2 2026.
  • Focus Partners Wealth sold 58,306 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $1.92M.
  • Schwab US Large-Cap Value ETF made up 0.02% of Focus Partners Wealth's portfolio in Q2 2026, its #502 holding.
  • Focus Partners Wealth first reported a position in Schwab US Large-Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 993 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.