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

GC Wealth Management RIA’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	–	Sell	-7,125	Closed	-$217K	–	533
2026 Q1	$217K	Sell	7,125 -1,550	-18%	-$48.3K	0.01%	481
2025 Q4	$257K	Buy	8,675 +844	+11%	+$24.7K	0.01%	475
2025 Q3	$228K	Sell	7,831 -1,069	-12%	-$30.4K	0.01%	783
2025 Q2	$246K	Sell	8,900 -2,357	-21%	-$61.9K	0.02%	478
2025 Q1	$299K	Hold	11,257	–	–	0.05%	250
2024 Q4	$293K	Sell	11,257 -2,000	-15%	-$54K	0.05%	247
2024 Q3	$355K	Buy	+13,257	New	+$341K	0.06%	236

Other funds holding SCHV

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

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

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

GC Wealth Management RIA's SCHV Position: Q2 2026 in Review

GC Wealth Management RIA sold out of Schwab US Large-Cap Value ETF (SCHV) in Q2 2026, closing a stake of 7,125 shares — an estimated $217K sold.

GC Wealth Management RIA first reported a position in SCHV in Q3 2024 and held it in 7 quarters. The position peaked at $355K in Q3 2024. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

GC Wealth Management RIA reported no remaining Schwab US Large-Cap Value ETF position as of Q2 2026 after selling out during the quarter.
GC Wealth Management RIA sold 7,125 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $217K.
GC Wealth Management RIA first reported a position in Schwab US Large-Cap Value ETF in Q3 2024 and held it in 7 quarters.
GC Wealth Management RIA's Schwab US Large-Cap Value ETF position peaked at $355K in Q3 2024.
991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on GC Wealth Management RIA's 13F filing for Q2 2026, filed 16 Jul 2026.