IWM
SCHV

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

IHT 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
Q1 		$1.44M Sell
47,180
-206
-0.4% -$6.42K 0.03% 468
2025
Q4 		$1.4M Sell
47,386
-35,371
-43% -$1.03M 0.03% 445
2025
Q3 		$2.41M Sell
82,757
-963
-1% -$27.4K 0.06% 293
2025
Q2 		$2.32M Sell
83,720
-3,214
-4% -$84.5K 0.06% 290
2025
Q1 		$2.31M Sell
86,934
-1,354
-2% -$36.3K 0.07% 258
2024
Q4 		$2.3M Sell
88,288
-78,692
-47% -$2.12M 0.07% 243
2024
Q3 		$4.47M Buy
166,980
+73,698
+79% +$1.89M 0.13% 161
2024
Q2 		$2.3M Sell
93,282
-35,385
-28% -$874K 0.09% 234
2024
Q1 		$3.26M Sell
128,667
-5,067
-4% -$121K 0.13% 156
2023
Q4 		$3.12M Sell
133,734
-12,537
-9% -$274K 0.14% 151
2023
Q3 		$3.14M Buy
146,271
+16,905
+13% +$380K 0.16% 131
2023
Q2 		$2.89M Sell
129,366
-675
-0.5% -$14.7K 0.15% 130
2023
Q1 		$2.84M Buy
130,041
+1,221
+0.9% +$27.1K 0.16% 126
2022
Q4 		$2.83M Sell
128,820
-117
-0.1% -$2.53K 0.18% 126
2022
Q3 		$2.52M Buy
+128,937
New +$2.78M 0.19% 114
2020
Q1 		– Sell
-17,577
Closed -$352K – 643
2019
Q4 		$352K Buy
17,577
+102
+0.6% +$1.98K 0.04% 405
2019
Q3 		$330K Buy
+17,475
New +$327K 0.04% 399
2018
Q4 		– Sell
-13,242
Closed -$248K – 512
2018
Q3 		$248K Buy
13,242
+15
+0.1% +$278 0.05% 362
2018
Q2 		$234K Buy
13,227
+12
+0.1% +$214 0.06% 350
2018
Q1 		$227K Sell
13,215
-555
-4% -$10.2K 0.06% 326
2017
Q4 		$256K Buy
+13,770
New +$245K 0.07% 313

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 $10B AUM 15.14% 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 $3.64B AUM 14.73% 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

IHT Wealth Management's SCHV Position: Q1 2026 in Review

IHT Wealth Management reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 0.43% in Q1 2026, selling an estimated $6.42K and leaving 47,180 shares worth $1.44M. The position accounts for 0.03% of the portfolio, ranked #468.

IHT Wealth Management first reported a position in SCHV in Q4 2017 and has held it in 21 quarters since. The position peaked at $4.47M in Q3 2024. 962 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

  • IHT Wealth Management held 47,180 shares of Schwab US Large-Cap Value ETF worth $1.44M as of Q1 2026.
  • IHT Wealth Management sold 206 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $6.42K.
  • Schwab US Large-Cap Value ETF made up 0.03% of IHT Wealth Management's portfolio in Q1 2026, its #468 holding.
  • IHT Wealth Management first reported a position in Schwab US Large-Cap Value ETF in Q4 2017 and has held it in 21 quarters since.
  • IHT Wealth Management's Schwab US Large-Cap Value ETF position peaked at $4.47M in Q3 2024.
  • 962 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.