IWN
SCHV

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

Independent Wealth Network’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 		$930K Sell
26,718
-367
-1% -$12.1K 0.24% 114
2026
Q1 		$826K Buy
27,085
+4,575
+20% +$143K 0.25% 111
2025
Q4 		$667K Buy
22,510
+2,821
+14% +$82.5K 0.2% 120
2025
Q3 		$573K Buy
19,689
+274
+1% +$7.79K 0.18% 131
2025
Q2 		$537K Buy
19,415
+284
+1% +$7.46K 0.2% 130
2025
Q1 		$509K Buy
19,131
+5,614
+42% +$151K 0.2% 126
2024
Q4 		$352K Buy
+13,517
New +$365K 0.14% 157

Other funds holding SCHV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
RRWA
Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
NCMW
Northern Capital Management (Washington) Spokane, Washington $235M AUM 26.11% 1-Year Est. Return
HWM
HRC Wealth Management Moscow, Idaho $244M AUM 21.86% 1-Year Est. Return
VC
Veery Capital Wilmington, Delaware $372M AUM 21.43% 1-Year Est. Return

Independent Wealth Network's SCHV Position: Q2 2026 in Review

Independent Wealth Network reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 1.4% in Q2 2026, selling an estimated $12.1K and leaving 26,718 shares worth $930K. The position accounts for 0.24% of the portfolio, ranked #114.

Independent Wealth Network first reported a position in SCHV in Q4 2024 and has held it in 7 quarters since. 342 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Independent Wealth Network held 26,718 shares of Schwab US Large-Cap Value ETF worth $930K as of Q2 2026.
  • Independent Wealth Network sold 367 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $12.1K.
  • Schwab US Large-Cap Value ETF made up 0.24% of Independent Wealth Network's portfolio in Q2 2026, its #114 holding.
  • Independent Wealth Network first reported a position in Schwab US Large-Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 342 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Independent Wealth Network's 13F filing for Q2 2026, filed 20 Jul 2026.