GWM
SCHV

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

GSB 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 		$846K Buy
24,302
+1
+0% +$33 0.17% 114
2026
Q1 		$741K Buy
24,301
+162
+0.7% +$5.05K 0.17% 119
2025
Q4 		$715K Buy
24,139
+1
+0% +$29 0.16% 117
2025
Q3 		$703K Sell
24,138
-74
-0.3% -$2.1K 0.16% 118
2025
Q2 		$670K Sell
24,212
-264
-1% -$6.94K 0.16% 125
2025
Q1 		$651K Buy
24,476
+51
+0.2% +$1.37K 0.17% 119
2024
Q4 		$637K Buy
24,425
+2
+0% +$54 0.16% 124
2024
Q3 		$654K Sell
24,423
-4,806
-16% -$123K 0.17% 125
2024
Q2 		$722K Buy
29,229
+180
+0.6% +$4.45K 0.2% 114
2024
Q1 		$736K Sell
29,049
-8,685
-23% -$208K 0.21% 119
2023
Q4 		$882K Buy
37,734
+6,429
+21% +$141K 0.27% 101
2023
Q3 		$673K Sell
31,305
-5,088
-14% -$114K 0.23% 113
2023
Q2 		$814K Sell
36,393
-210,768
-85% -$4.6M 0.26% 110
2023
Q1 		$5.43M Buy
247,161
+23,277
+10% +$517K 1.78% 7
2022
Q4 		$4.93M Sell
223,884
-6,849
-3% -$148K 1.76% 5
2022
Q3 		$4.5M Buy
230,733
+44,118
+24% +$950K 1.63% 8
2022
Q2 		$3.88M Sell
186,615
-29,421
-14% -$660K 1.32% 13
2022
Q1 		$5.14M Buy
216,036
+37,815
+21% +$895K 1.5% 10
2021
Q4 		$4.35M Buy
178,221
+13,068
+8% +$310K 1.25% 12
2021
Q3 		$3.71M Sell
165,153
-3,690
-2% -$85.4K 1.91% 10
2021
Q2 		$3.85M Buy
168,843
+16,278
+11% +$369K 1.2% 16
2021
Q1 		$3.32M Buy
+152,565
New +$3.18M 1.1% 17

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

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

GSB Wealth Management increased its Schwab US Large-Cap Value ETF (SCHV) stake by 0% in Q2 2026, buying an estimated $33 and bringing the position to 24,302 shares worth $846K. The position accounts for 0.17% of the portfolio, ranked #114.

GSB Wealth Management first reported a position in SCHV in Q1 2021 and has held it in 22 quarters since. The position peaked at $5.43M in Q1 2023. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • GSB Wealth Management held 24,302 shares of Schwab US Large-Cap Value ETF worth $846K as of Q2 2026.
  • GSB Wealth Management bought 1 Schwab US Large-Cap Value ETF share in Q2 2026, an estimated $33.
  • Schwab US Large-Cap Value ETF made up 0.17% of GSB Wealth Management's portfolio in Q2 2026, its #114 holding.
  • GSB Wealth Management first reported a position in Schwab US Large-Cap Value ETF in Q1 2021 and has held it in 22 quarters since.
  • GSB Wealth Management's Schwab US Large-Cap Value ETF position peaked at $5.43M in Q1 2023.
  • 991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on GSB Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.