Ignite Planners’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Ignite Planners’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	$997K	Buy	29,921 +109	+0.4%	+$3.75K	0.13%	173
2026 Q2	$1.04M	Buy	29,812 +3,650	+14%	+$120K	0.14%	157
2026 Q1	$798K	Buy	26,162 +11,137	+74%	+$347K	0.12%	173
2025 Q4	$467K	Buy	15,025 +7,935	+112%	+$232K	0.07%	255
2025 Q3	$206K	Buy	+7,090	New	+$201K	0.03%	356
2024 Q4	–	Sell	-10,128	Closed	-$271K	–	318
2024 Q3	$271K	Sell	10,128 -2,265	-18%	-$58.2K	0.06%	250
2024 Q2	$306K	Sell	12,393 -840	-6%	-$20.8K	0.07%	215
2024 Q1	$333K	Buy	13,233 +3	+0%	+$72	0.09%	200
2023 Q4	$310K	Hold	13,230	–	–	0.09%	210
2023 Q3	$278K	Sell	13,230 -6,993	-35%	-$157K	0.08%	256
2023 Q2	$447K	Sell	20,223 -9,195	-31%	-$201K	0.17%	132
2023 Q1	$645K	Sell	29,418 -468	-2%	-$10.4K	0.26%	94
2022 Q4	$681K	Buy	+29,886	New	+$647K	0.29%	91

Other funds holding SCHV

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return

Mokosak Advisory Group Urbandale, Iowa $454M AUM 14.41% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $641M AUM 11.61% 1-Year Est. Return

HRC Wealth Management Moscow, Idaho $251M AUM 14.83% 1-Year Est. Return

Veery Capital Wilmington, Delaware $375M AUM 14.26% 1-Year Est. Return

Southern Michigan Bank & Trust Coldwater, Michigan $280M AUM

Ignite Planners's SCHV Position: Q3 2026 in Review

Ignite Planners increased its Schwab US Large-Cap Value ETF (SCHV) stake by 0.37% in Q3 2026, buying an estimated $3.75K and bringing the position to 29,921 shares worth $997K. The position accounts for 0.13% of the portfolio, ranked #173.

Ignite Planners first reported a position in SCHV in Q4 2022 and has held it in 13 quarters since. The position peaked at $1.04M in Q2 2026. 271 funds tracked by Wall St. Rank hold SCHV as of Q3 2026.

Ignite Planners held 29,921 shares of Schwab US Large-Cap Value ETF worth $997K as of Q3 2026.
Ignite Planners bought 109 Schwab US Large-Cap Value ETF shares in Q3 2026, an estimated $3.75K.
Schwab US Large-Cap Value ETF made up 0.13% of Ignite Planners's portfolio in Q3 2026, its #173 holding.
Ignite Planners first reported a position in Schwab US Large-Cap Value ETF in Q4 2022 and has held it in 13 quarters since.
Ignite Planners's Schwab US Large-Cap Value ETF position peaked at $1.04M in Q2 2026.
271 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2026.

Based on Ignite Planners's 13F filing for Q3 2026, filed 14 Oct 2026.