ISWM
SCHV

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

Independent Solutions 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 		$9.29M Sell
304,695
-8,401
-3% -$262K 1.37% 15
2025
Q4 		$9.27M Sell
313,096
-3,881
-1% -$113K 1.7% 15
2025
Q3 		$9.23M Buy
316,977
+4,914
+2% +$140K 1.64% 16
2025
Q2 		$8.63M Buy
312,063
+6,028
+2% +$158K 1.69% 16
2025
Q1 		$8.13M Buy
306,035
+10,855
+4% +$291K 1.82% 15
2024
Q4 		$7.7M Sell
295,180
-30,383
-9% -$820K 1.68% 16
2024
Q3 		$8.72M Sell
325,563
-28,125
-8% -$722K 1.97% 12
2024
Q2 		$8.73M Buy
353,688
+1,503
+0.4% +$37.1K 2% 13
2024
Q1 		$8.92M Buy
352,185
+21,003
+6% +$504K 2.12% 13
2023
Q4 		$7.74M Buy
331,182
+5,952
+2% +$130K 1.99% 12
2023
Q3 		$6.99M Buy
325,230
+26,886
+9% +$604K 1.81% 13
2023
Q2 		$6.67M Buy
298,344
+28,254
+10% +$617K 1.68% 12
2023
Q1 		$5.9M Sell
270,090
-7,887
-3% -$175K 1.74% 12
2022
Q4 		$6.12M Buy
277,977
+9,099
+3% +$197K 1.86% 11
2022
Q3 		$5.24M Buy
268,878
+13,746
+5% +$296K 1.72% 12
2022
Q2 		$5.31M Buy
255,132
+16,095
+7% +$361K 1.65% 12
2022
Q1 		$5.69M Buy
239,037
+3,201
+1% +$75.8K 1.34% 15
2021
Q4 		$5.76M Buy
235,836
+5,850
+3% +$139K 1.36% 16
2021
Q3 		$5.17M Buy
229,986
+6,243
+3% +$144K 1.28% 17
2021
Q2 		$5.1M Buy
223,743
+28,482
+15% +$646K 1.24% 19
2021
Q1 		$4.25M Sell
195,261
-2,481
-1% -$51.7K 1.17% 18
2020
Q4 		$3.92M Sell
197,742
-29,355
-13% -$549K 1.23% 19
2020
Q3 		$3.95M Sell
227,097
-39,267
-15% -$687K 1.51% 16
2020
Q2 		$4.45M Buy
266,364
+6,525
+3% +$107K 1.9% 14
2020
Q1 		$3.83M Sell
259,839
-16,122
-6% -$296K 2.12% 12
2019
Q4 		$5.53M Buy
+275,961
New +$5.35M 2.45% 10

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

Independent Solutions Wealth Management's SCHV Position: Q1 2026 in Review

Independent Solutions Wealth Management reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 2.7% in Q1 2026, selling an estimated $262K and leaving 304,695 shares worth $9.29M. The position accounts for 1.37% of the portfolio, ranked #15.

Independent Solutions Wealth Management first reported a position in SCHV in Q4 2019 and has held it in 26 quarters since. 962 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

  • Independent Solutions Wealth Management held 304,695 shares of Schwab US Large-Cap Value ETF worth $9.29M as of Q1 2026.
  • Independent Solutions Wealth Management sold 8,401 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $262K.
  • Schwab US Large-Cap Value ETF made up 1.37% of Independent Solutions Wealth Management's portfolio in Q1 2026, its #15 holding.
  • Independent Solutions Wealth Management first reported a position in Schwab US Large-Cap Value ETF in Q4 2019 and has held it in 26 quarters since.
  • 962 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

Based on Independent Solutions Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.