HWA
SCHV

Heritage Wealth Architects’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Heritage Wealth Architects’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 		$586K Hold
17,125
– – 0.23% 46
2026
Q1 		$554K Hold
17,125
– – 0.23% 45
2025
Q4 		$527K Hold
17,125
– – 0.25% 44
2025
Q3 		$499K Buy
17,125
+87
+0.5% +$2.47K 0.31% 40
2025
Q2 		$471K Buy
+17,038
New +$448K 0.35% 33

Other funds holding SCHV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
HWM
HRC Wealth Management Moscow, Idaho $244M AUM 21.86% 1-Year Est. Return
VC
Veery Capital Wilmington, Delaware $372M AUM 21.43% 1-Year Est. Return
NCMW
Northern Capital Management (Washington) Spokane, Washington $198M AUM 24.66% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
SMBT
Southern Michigan Bank & Trust Coldwater, Michigan $281M AUM

Heritage Wealth Architects's SCHV Position: Q2 2026 in Review

Heritage Wealth Architects held its Schwab US Large-Cap Value ETF (SCHV) position steady in Q2 2026 at 17,125 shares worth $586K. The position accounts for 0.23% of the portfolio, ranked #46.

Heritage Wealth Architects first reported a position in SCHV in Q2 2025 and has held it in 5 quarters since. 251 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Heritage Wealth Architects held 17,125 shares of Schwab US Large-Cap Value ETF worth $586K as of Q2 2026.
  • Heritage Wealth Architects left its Schwab US Large-Cap Value ETF share count unchanged in Q2 2026.
  • Schwab US Large-Cap Value ETF made up 0.23% of Heritage Wealth Architects's portfolio in Q2 2026, its #46 holding.
  • Heritage Wealth Architects first reported a position in Schwab US Large-Cap Value ETF in Q2 2025 and has held it in 5 quarters since.
  • 251 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Heritage Wealth Architects's 13F filing for Q2 2026, filed 15 Jul 2026.