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

Imprint Wealth’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	$1.98K	Hold	57	–	–	0.01%	223
2026 Q1	$1.74K	Hold	57	–	–	0.01%	237
2025 Q4	$1.69K	Sell	57 -57	-50%	-$1.67K	0.01%	265
2025 Q3	$3.32K	Buy	+114	New	+$3.24K	0.01%	264
2024 Q1	$313K	Buy	+12,423	New	+$298K	0.08%	219
2023 Q3	–	Sell	-19,209	Closed	-$436K	–	175
2023 Q2	$436K	Buy	19,209 +2,097	+12%	+$45.8K	0.28%	101
2023 Q1	$373K	Buy	+17,112	New	+$380K	0.25%	107

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

Imprint Wealth's SCHV Position: Q2 2026 in Review

Imprint Wealth held its Schwab US Large-Cap Value ETF (SCHV) position steady in Q2 2026 at 57 shares worth $1.98K. The position accounts for 0.01% of the portfolio, ranked #223.

Imprint Wealth first reported a position in SCHV in Q1 2023 and has held it in 7 quarters since. The position peaked at $436K in Q2 2023. 993 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

Imprint Wealth held 57 shares of Schwab US Large-Cap Value ETF worth $1.98K as of Q2 2026.
Imprint Wealth left its Schwab US Large-Cap Value ETF share count unchanged in Q2 2026.
Schwab US Large-Cap Value ETF made up 0.01% of Imprint Wealth's portfolio in Q2 2026, its #223 holding.
Imprint Wealth first reported a position in Schwab US Large-Cap Value ETF in Q1 2023 and has held it in 7 quarters since.
Imprint Wealth's Schwab US Large-Cap Value ETF position peaked at $436K in Q2 2023.
993 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Imprint Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.