IAG Wealth Partners’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

IAG Wealth Partners’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	$313K	Hold	9,000	–	–	0.03%	108
2026 Q1	$275K	Hold	9,000	–	–	0.03%	111
2025 Q4	$266K	Hold	9,000	–	–	0.03%	107
2025 Q3	$262K	Hold	9,000	–	–	0.03%	106
2025 Q2	$249K	Hold	9,000	–	–	0.03%	104
2025 Q1	$239K	Sell	9,000 -570	-6%	-$15.3K	0.04%	101
2024 Q4	$249K	Hold	9,570	–	–	0.04%	90
2024 Q3	$256K	Hold	9,570	–	–	0.05%	89
2024 Q2	$236K	Sell	9,570 -405	-4%	-$10K	0.05%	86
2024 Q1	$253K	Hold	9,975	–	–	0.05%	83
2023 Q4	$233K	Hold	9,975	–	–	0.05%	77
2023 Q3	$214K	Hold	9,975	–	–	0.06%	74
2023 Q2	$223K	Hold	9,975	–	–	0.06%	81
2023 Q1	$218K	Hold	9,975	–	–	0.06%	72
2022 Q4	$220K	Hold	9,975	–	–	0.06%	65
2022 Q3	$195K	Hold	9,975	–	–	0.06%	60
2022 Q2	$208K	Sell	9,975 -630	-6%	-$14.1K	0.07%	62
2022 Q1	$252K	Sell	10,605 -690	-6%	-$16.3K	0.08%	54
2021 Q4	$276K	Hold	11,295	–	–	0.09%	52
2021 Q3	$255K	Hold	11,295	–	–	0.09%	46
2021 Q2	$258K	Hold	11,295	–	–	0.09%	44
2021 Q1	$246K	Hold	11,295	–	–	0.09%	43
2020 Q4	$225K	Hold	11,295	–	–	0.09%	50
2020 Q3	$197K	Sell	11,295 -573	-5%	-$10K	0.09%	54
2020 Q2	$199K	Sell	11,868 -3,933	-25%	-$64.2K	0.1%	48
2020 Q1	$234K	Buy	15,801 +2,568	+19%	+$47.1K	0.16%	45
2019 Q4	$266K	Buy	+13,233	New	+$256K	0.17%	38

Other funds holding SCHV

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

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

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

IAG Wealth Partners's SCHV Position: Q2 2026 in Review

IAG Wealth Partners held its Schwab US Large-Cap Value ETF (SCHV) position steady in Q2 2026 at 9,000 shares worth $313K. The position accounts for 0.03% of the portfolio, ranked #108.

IAG Wealth Partners first reported a position in SCHV in Q4 2019 and has held it in 27 quarters since. 995 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

IAG Wealth Partners held 9,000 shares of Schwab US Large-Cap Value ETF worth $313K as of Q2 2026.
IAG Wealth Partners left its Schwab US Large-Cap Value ETF share count unchanged in Q2 2026.
Schwab US Large-Cap Value ETF made up 0.03% of IAG Wealth Partners's portfolio in Q2 2026, its #108 holding.
IAG Wealth Partners first reported a position in Schwab US Large-Cap Value ETF in Q4 2019 and has held it in 27 quarters since.
995 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on IAG Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.