HWM
SCHV

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

Horizons 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
Q1 		$25.6K Hold
838
– – 0.02% 120
2025
Q4 		$24.8K Sell
838
-484
-37% -$14.1K 0.02% 123
2025
Q3 		$38.5K Sell
1,322
-454
-26% -$12.9K 0.03% 111
2025
Q2 		$49.1K Sell
1,776
-580
-25% -$15.2K 0.04% 102
2025
Q1 		$62.6K Buy
+2,356
New +$63.2K 0.05% 88

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Horizons Wealth Management's SCHV Position: Q1 2026 in Review

Horizons Wealth Management held its Schwab US Large-Cap Value ETF (SCHV) position steady in Q1 2026 at 838 shares worth $25.6K. The position accounts for 0.02% of the portfolio, ranked #120.

Horizons Wealth Management first reported a position in SCHV in Q1 2025 and has held it in 5 quarters since. The position peaked at $62.6K in Q1 2025. 962 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

  • Horizons Wealth Management held 838 shares of Schwab US Large-Cap Value ETF worth $25.6K as of Q1 2026.
  • Horizons Wealth Management left its Schwab US Large-Cap Value ETF share count unchanged in Q1 2026.
  • Schwab US Large-Cap Value ETF made up 0.02% of Horizons Wealth Management's portfolio in Q1 2026, its #120 holding.
  • Horizons Wealth Management first reported a position in Schwab US Large-Cap Value ETF in Q1 2025 and has held it in 5 quarters since.
  • Horizons Wealth Management's Schwab US Large-Cap Value ETF position peaked at $62.6K in Q1 2025.
  • 962 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

Based on Horizons Wealth Management's 13F filing for Q1 2026, filed 2 Apr 2026.