FWM
SCHV

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

Fonville 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 		$647K Sell
18,581
-242
-1% -$7.97K 0.11% 80
2026
Q1 		$574K Sell
18,823
-258
-1% -$8.04K 0.11% 83
2025
Q4 		$565K Sell
19,081
-819
-4% -$23.9K 0.12% 85
2025
Q3 		$579K Sell
19,900
-355
-2% -$10.1K 0.13% 83
2025
Q2 		$560K Sell
20,255
-435
-2% -$11.4K 0.14% 75
2025
Q1 		$532K Sell
20,690
-2,078
-9% -$55.8K 0.16% 74
2024
Q4 		$594K Sell
22,768
-107
-0.5% -$2.89K 0.2% 64
2024
Q3 		$613K Buy
22,875
+21
+0.1% +$539 0.21% 64
2024
Q2 		$567K Sell
22,854
-435
-2% -$10.7K 0.22% 63
2024
Q1 		$590K Buy
23,289
+66
+0.3% +$1.58K 0.26% 60
2023
Q4 		$543K Buy
+23,223
New +$508K 0.29% 60

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

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

Fonville Wealth Management reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 1.3% in Q2 2026, selling an estimated $7.97K and leaving 18,581 shares worth $647K. The position accounts for 0.11% of the portfolio, ranked #80.

Fonville Wealth Management first reported a position in SCHV in Q4 2023 and has held it in 11 quarters since. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Fonville Wealth Management held 18,581 shares of Schwab US Large-Cap Value ETF worth $647K as of Q2 2026.
  • Fonville Wealth Management sold 242 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $7.97K.
  • Schwab US Large-Cap Value ETF made up 0.11% of Fonville Wealth Management's portfolio in Q2 2026, its #80 holding.
  • Fonville Wealth Management first reported a position in Schwab US Large-Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Fonville Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.