GWSA
SCHV

Global Wealth Strategies & Associates’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Global Wealth Strategies & Associates’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 		$416K Sell
11,961
-1,610
-12% -$53K 0.08% 63
2026
Q1 		$414K Sell
13,571
-7,739
-36% -$241K 0.1% 54
2025
Q4 		$631K Buy
21,310
+3,621
+20% +$106K 0.16% 31
2025
Q3 		$515K Buy
+17,689
New +$503K 0.13% 43

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

Global Wealth Strategies & Associates's SCHV Position: Q2 2026 in Review

Global Wealth Strategies & Associates reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 12% in Q2 2026, selling an estimated $53K and leaving 11,961 shares worth $416K. The position accounts for 0.08% of the portfolio, ranked #63.

Global Wealth Strategies & Associates first reported a position in SCHV in Q3 2025 and has held it in 4 quarters since. The position peaked at $631K in Q4 2025. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Global Wealth Strategies & Associates held 11,961 shares of Schwab US Large-Cap Value ETF worth $416K as of Q2 2026.
  • Global Wealth Strategies & Associates sold 1,610 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $53K.
  • Schwab US Large-Cap Value ETF made up 0.08% of Global Wealth Strategies & Associates's portfolio in Q2 2026, its #63 holding.
  • Global Wealth Strategies & Associates first reported a position in Schwab US Large-Cap Value ETF in Q3 2025 and has held it in 4 quarters since.
  • Global Wealth Strategies & Associates's Schwab US Large-Cap Value ETF position peaked at $631K in Q4 2025.
  • 991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.