HWA
SCHV

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

HMV 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 		$696K Hold
19,992
– – 0.27% 49
2026
Q1 		$610K Sell
19,992
-1,540
-7% -$48K 0.29% 40
2025
Q4 		$638K Hold
21,532
– – 0.32% 42
2025
Q3 		$627K Sell
21,532
-1,180
-5% -$33.5K 0.34% 41
2025
Q2 		$628K Hold
22,712
– – 0.41% 43
2025
Q1 		$604K Hold
22,712
– – 0.48% 47
2024
Q4 		$592K Buy
+22,712
New +$613K 0.59% 47

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
RRWA
Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 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
NCMW
Northern Capital Management (Washington) Spokane, Washington $235M AUM 26.11% 1-Year Est. Return
HWM
HRC Wealth Management Moscow, Idaho $244M AUM 21.86% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return

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

HMV Wealth Advisors held its Schwab US Large-Cap Value ETF (SCHV) position steady in Q2 2026 at 19,992 shares worth $696K. The position accounts for 0.27% of the portfolio, ranked #49.

HMV Wealth Advisors first reported a position in SCHV in Q4 2024 and has held it in 7 quarters since. 344 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • HMV Wealth Advisors held 19,992 shares of Schwab US Large-Cap Value ETF worth $696K as of Q2 2026.
  • HMV Wealth Advisors left its Schwab US Large-Cap Value ETF share count unchanged in Q2 2026.
  • Schwab US Large-Cap Value ETF made up 0.27% of HMV Wealth Advisors's portfolio in Q2 2026, its #49 holding.
  • HMV Wealth Advisors first reported a position in Schwab US Large-Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 344 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

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