HWM
SCHV

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
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

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
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
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 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
SWRP
Summit Wealth & Retirement Planning San Ramon, California $472M AUM 25.49% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

HRC Wealth Management's SCHV Position: Q2 2026 in Review

HRC Wealth Management reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 0.48% in Q2 2026, selling an estimated $208K and leaving 1,302,258 shares worth $45.3M. The position accounts for 18.55% of the portfolio, ranked #2.

HRC Wealth Management first reported a position in SCHV in Q4 2023 and has held it in 11 quarters since. 482 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • HRC Wealth Management held 1,302,258 shares of Schwab US Large-Cap Value ETF worth $45.3M as of Q2 2026.
  • HRC Wealth Management sold 6,301 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $208K.
  • Schwab US Large-Cap Value ETF made up 18.55% of HRC Wealth Management's portfolio in Q2 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 11 quarters since.
  • 482 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on HRC Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.