HWA
SCHV

HHM Wealth Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

HHM Wealth Advisors’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 		$1.09M Buy
31,279
+574
+2% +$18.9K 0.11% 76
2026
Q1 		$936K Buy
30,705
+1,581
+5% +$49.3K 0.11% 72
2025
Q4 		$862K Buy
29,124
+4,592
+19% +$134K 0.1% 73
2025
Q3 		$714K Buy
24,532
+12,092
+97% +$344K 0.08% 87
2025
Q2 		$344K Sell
12,440
-459
-4% -$12.1K 0.04% 145
2025
Q1 		$343K Sell
12,899
-603
-4% -$16.2K 0.05% 132
2024
Q4 		$352K Sell
13,502
-508
-4% -$13.7K 0.05% 134
2024
Q3 		$375K Buy
14,010
+6
+0% +$154 0.05% 113
2024
Q2 		$346K Sell
14,004
-1,548
-10% -$38.3K 0.05% 118
2024
Q1 		$394K Sell
15,552
-786
-5% -$18.8K 0.06% 87
2023
Q4 		$382K Sell
16,338
-7,992
-33% -$175K 0.07% 86
2023
Q3 		$523K Sell
24,330
-93
-0.4% -$2.09K 0.1% 69
2023
Q2 		$546K Buy
24,423
+84
+0.3% +$1.83K 0.1% 71
2023
Q1 		$532K Sell
24,339
-1,107
-4% -$24.6K 0.11% 67
2022
Q4 		$560K Sell
25,446
-564
-2% -$12.2K 0.13% 63
2022
Q3 		$507K Sell
26,010
-84
-0.3% -$1.81K 0.13% 55
2022
Q2 		$543K Sell
26,094
-1,119
-4% -$25.1K 0.14% 59
2022
Q1 		$648K Buy
27,213
+102
+0.4% +$2.42K 0.15% 58
2021
Q4 		$662K Buy
27,111
+7,764
+40% +$184K 0.16% 58
2021
Q3 		$435K Sell
19,347
-1,071
-5% -$24.8K 0.12% 72
2021
Q2 		$465K Sell
20,418
-261
-1% -$5.92K 0.13% 69
2021
Q1 		$450K Sell
20,679
-231
-1% -$4.81K 0.14% 61
2020
Q4 		$415K Sell
20,910
-1,155
-5% -$21.6K 0.14% 59
2020
Q3 		$384K Sell
22,065
-237
-1% -$4.14K 0.15% 55
2020
Q2 		$373K Buy
22,302
+12
+0.1% +$196 0.16% 52
2020
Q1 		$329K Sell
22,290
-3,069
-12% -$56.3K 0.16% 52
2019
Q4 		$508K Sell
25,359
-258
-1% -$5K 0.24% 42
2019
Q3 		$484K Sell
25,617
-2,175
-8% -$40.7K 0.28% 36
2019
Q2 		$520K Sell
27,792
-3,660
-12% -$67.7K 0.31% 29
2019
Q1 		$574K Buy
31,452
+90
+0.3% +$1.6K 0.37% 27
2018
Q4 		$515K Buy
+31,362
New +$555K 0.38% 27

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

HHM Wealth Advisors's SCHV Position: Q2 2026 in Review

HHM Wealth Advisors increased its Schwab US Large-Cap Value ETF (SCHV) stake by 1.9% in Q2 2026, buying an estimated $18.9K and bringing the position to 31,279 shares worth $1.09M. The position accounts for 0.11% of the portfolio, ranked #76.

HHM Wealth Advisors first reported a position in SCHV in Q4 2018 and has held it in 31 quarters since. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • HHM Wealth Advisors held 31,279 shares of Schwab US Large-Cap Value ETF worth $1.09M as of Q2 2026.
  • HHM Wealth Advisors bought 574 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $18.9K.
  • Schwab US Large-Cap Value ETF made up 0.11% of HHM Wealth Advisors's portfolio in Q2 2026, its #76 holding.
  • HHM Wealth Advisors first reported a position in Schwab US Large-Cap Value ETF in Q4 2018 and has held it in 31 quarters since.
  • 991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.