HRC Wealth Management
SCHV icon

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

HRC 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
Q3 		$43.2M Sell
1,297,154
-5,104
-0.4% -$176K 17.21% 2
2026
Q2 		$45.3M Sell
1,302,258
-6,301
-0.5% -$208K 18.55% 2
2026
Q1 		$39.9M Buy
1,308,559
+21,413
+2% +$667K 18.86% 2
2025
Q4 		$38.1M Sell
1,287,146
-3,176
-0.2% -$92.8K 18.25% 2
2025
Q3 		$37.6M Buy
1,290,322
+14,299
+1% +$406K 18.32% 2
2025
Q2 		$35.3M Buy
1,276,023
+76,181
+6% +$2M 18.82% 2
2025
Q1 		$31.9M Buy
1,199,842
+12,222
+1% +$328K 19.79% 2
2024
Q4 		$31M Buy
1,187,620
+18,025
+2% +$487K 18.38% 2
2024
Q3 		$31.3M Sell
1,169,595
-156
-0% -$4.01K 20.24% 2
2024
Q2 		$28.9M Buy
1,169,751
+24,291
+2% +$600K 19.78% 2
2024
Q1 		$29M Sell
1,145,460
-441
-0% -$10.6K 21.2% 2
2023
Q4 		$26.8M Buy
+1,145,901
New +$25.1M 23.04% 2

Other funds holding SCHV

SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Avantax Planning Partners
Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Moneta Group Investment Advisors
Moneta Group Investment Advisors St Louis, Missouri $16.1B AUM 16.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

HRC Wealth Management's SCHV Position: Q3 2026 in Review

HRC Wealth Management reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 0.39% in Q3 2026, selling an estimated $176K and leaving 1,297,154 shares worth $43.2M. The position accounts for 17.21% of the portfolio, ranked #2.

HRC Wealth Management first reported a position in SCHV in Q4 2023 and has held it in 12 quarters since. The position peaked at $45.3M in Q2 2026. 905 funds tracked by Wall St. Rank hold SCHV as of Q3 2026.

  • HRC Wealth Management held 1,297,154 shares of Schwab US Large-Cap Value ETF worth $43.2M as of Q3 2026.
  • HRC Wealth Management sold 5,104 Schwab US Large-Cap Value ETF shares in Q3 2026, an estimated $176K.
  • Schwab US Large-Cap Value ETF made up 17.21% of HRC Wealth Management's portfolio in Q3 2026, its #2 holding.
  • HRC Wealth Management first reported a position in Schwab US Large-Cap Value ETF in Q4 2023 and has held it in 12 quarters since.
  • HRC Wealth Management's Schwab US Large-Cap Value ETF position peaked at $45.3M in Q2 2026.
  • 905 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2026.

Based on HRC Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.