IWP
SCHV

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
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
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 $11.5B AUM 18.82% 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 $4.02B AUM 20% 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

IAG Wealth Partners's SCHV Position: Q1 2026 in Review

IAG Wealth Partners held its Schwab US Large-Cap Value ETF (SCHV) position steady in Q1 2026 at 9,000 shares worth $275K. The position accounts for 0.03% of the portfolio, ranked #111.

IAG Wealth Partners first reported a position in SCHV in Q4 2019 and has held it in 26 quarters since. The position peaked at $276K in Q4 2021. 963 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

  • IAG Wealth Partners held 9,000 shares of Schwab US Large-Cap Value ETF worth $275K as of Q1 2026.
  • IAG Wealth Partners left its Schwab US Large-Cap Value ETF share count unchanged in Q1 2026.
  • Schwab US Large-Cap Value ETF made up 0.03% of IAG Wealth Partners's portfolio in Q1 2026, its #111 holding.
  • IAG Wealth Partners first reported a position in Schwab US Large-Cap Value ETF in Q4 2019 and has held it in 26 quarters since.
  • IAG Wealth Partners's Schwab US Large-Cap Value ETF position peaked at $276K in Q4 2021.
  • 963 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

Based on IAG Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.