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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
Q3 		– Sell
-17,125
Closed -$586K – 73
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

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KF
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CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
VC
Veery Capital Wilmington, Delaware $375M AUM 14.26% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
PA
Persium Advisors Atlanta, Georgia $191M AUM 23.01% 1-Year Est. Return
MWP
Meriwether Wealth & Planning Minden, Louisiana $222M AUM 15.77% 1-Year Est. Return
FF
Friday Financial Dubuque, Iowa $506M AUM 14.2% 1-Year Est. Return
CIA
Cape Investment Advisory Mcdonough, Georgia $388M AUM 17.15% 1-Year Est. Return

Heritage Wealth Architects's SCHV Position: Q3 2026 in Review

Heritage Wealth Architects sold out of Schwab US Large-Cap Value ETF (SCHV) in Q3 2026, closing a stake of 17,125 shares — an estimated $586K sold.

Heritage Wealth Architects first reported a position in SCHV in Q2 2025 and held it in 5 quarters. The position peaked at $586K in Q2 2026. 92 funds tracked by Wall St. Rank hold SCHV as of Q3 2026.

  • Heritage Wealth Architects reported no remaining Schwab US Large-Cap Value ETF position as of Q3 2026 after selling out during the quarter.
  • Heritage Wealth Architects sold 17,125 Schwab US Large-Cap Value ETF shares in Q3 2026, an estimated $586K.
  • Heritage Wealth Architects first reported a position in Schwab US Large-Cap Value ETF in Q2 2025 and held it in 5 quarters.
  • Heritage Wealth Architects's Schwab US Large-Cap Value ETF position peaked at $586K in Q2 2026.
  • 92 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2026.

Based on Heritage Wealth Architects's 13F filing for Q3 2026, filed 6 Oct 2026.