HWM
SCHV

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

HB 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 		$3.59M Buy
103,114
+8,441
+9% +$278K 0.02% 341
2026
Q1 		$2.89M Sell
94,673
-7,811
-8% -$243K 0.02% 347
2025
Q4 		$3.03M Sell
102,484
-343
-0.3% -$10K 0.02% 340
2025
Q3 		$2.99M Buy
102,827
+21,882
+27% +$622K 0.02% 333
2025
Q2 		$2.24M Sell
80,945
-15,715
-16% -$413K 0.02% 352
2025
Q1 		$2.57M Buy
96,660
+4,808
+5% +$129K 0.02% 334
2024
Q4 		$2.39M Sell
91,852
-40,889
-31% -$1.1M 0.02% 255
2024
Q3 		$3.56M Sell
132,741
-33,951
-20% -$872K 0.04% 197
2024
Q2 		$4.12M Sell
166,692
-23,832
-13% -$589K 0.05% 170
2024
Q1 		$4.83M Sell
190,524
-1,947
-1% -$46.7K 0.06% 154
2023
Q4 		$4.5M Sell
192,471
-9,759
-5% -$213K 0.06% 147
2023
Q3 		$4.35M Sell
202,230
-246
-0.1% -$5.53K 0.07% 138
2023
Q2 		$4.53M Sell
202,476
-8,298
-4% -$181K 0.07% 134
2023
Q1 		$4.61M Sell
210,774
-1,188
-0.6% -$26.4K 0.08% 124
2022
Q4 		$4.66M Sell
211,962
-3,192
-1% -$69.1K 0.08% 115
2022
Q3 		$4.2M Sell
215,154
-7,230
-3% -$156K 0.09% 109
2022
Q2 		$4.63M Buy
222,384
+93
+0% +$2.09K 0.09% 104
2022
Q1 		$5.29M Buy
222,291
+17,712
+9% +$419K 0.1% 104
2021
Q4 		$4.99M Buy
+204,579
New +$4.85M 0.1% 85

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

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

HB Wealth Management increased its Schwab US Large-Cap Value ETF (SCHV) stake by 8.9% in Q2 2026, buying an estimated $278K and bringing the position to 103,114 shares worth $3.59M. The position accounts for 0.02% of the portfolio, ranked #341.

HB Wealth Management first reported a position in SCHV in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.29M in Q1 2022. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • HB Wealth Management held 103,114 shares of Schwab US Large-Cap Value ETF worth $3.59M as of Q2 2026.
  • HB Wealth Management bought 8,441 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $278K.
  • Schwab US Large-Cap Value ETF made up 0.02% of HB Wealth Management's portfolio in Q2 2026, its #341 holding.
  • HB Wealth Management first reported a position in Schwab US Large-Cap Value ETF in Q4 2021 and has held it in 19 quarters since.
  • HB Wealth Management's Schwab US Large-Cap Value ETF position peaked at $5.29M in Q1 2022.
  • 991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.