IWC
SCHV

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

Integrated Wealth Concepts’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 		$7.84M Buy
256,953
+60,620
+31% +$1.89M 0.06% 291
2025
Q4 		$5.81M Sell
196,333
-59,829
-23% -$1.75M 0.07% 257
2025
Q3 		$7.46M Sell
256,162
-3,717
-1% -$106K 0.07% 280
2025
Q2 		$7.19M Buy
259,879
+3,876
+2% +$102K 0.07% 264
2025
Q1 		$6.8M Buy
256,003
+13,907
+6% +$373K 0.08% 249
2024
Q4 		$6.31M Buy
242,096
+29,711
+14% +$802K 0.07% 253
2024
Q3 		$5.69M Sell
212,385
-15,045
-7% -$386K 0.07% 261
2024
Q2 		$5.62M Sell
227,430
-112,899
-33% -$2.79M 0.08% 242
2024
Q1 		$8.62M Sell
340,329
-954
-0.3% -$22.9K 0.12% 181
2023
Q4 		$7.97M Buy
341,283
+822
+0.2% +$18K 0.13% 173
2023
Q3 		$7.32M Buy
340,461
+54,732
+19% +$1.23M 0.13% 172
2023
Q2 		$6.39M Buy
285,729
+21,828
+8% +$477K 0.11% 196
2023
Q1 		$5.77M Buy
263,901
+35,202
+15% +$782K 0.12% 178
2022
Q4 		$5.03M Buy
228,699
+124,533
+120% +$2.7M 0.14% 153
2022
Q3 		$2.03M Buy
104,166
+7,641
+8% +$164K 0.06% 280
2022
Q2 		$2.01M Buy
96,525
+79,371
+463% +$1.78M 0.06% 281
2022
Q1 		$408K Buy
17,154
+4,641
+37% +$110K 0.01% 635
2021
Q4 		$305K Buy
12,513
+846
+7% +$20K 0.01% 767
2021
Q3 		$262K Buy
11,667
+1,389
+14% +$32.1K 0.01% 791
2021
Q2 		$234K Buy
10,278
+567
+6% +$12.9K 0.01% 725
2021
Q1 		$211K Buy
+9,711
New +$202K 0.01% 684

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

Integrated Wealth Concepts's SCHV Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Schwab US Large-Cap Value ETF (SCHV) stake by 31% in Q1 2026, buying an estimated $1.89M and bringing the position to 256,953 shares worth $7.84M. The position accounts for 0.06% of the portfolio, ranked #291.

Integrated Wealth Concepts first reported a position in SCHV in Q1 2021 and has held it in 21 quarters since. The position peaked at $8.62M in Q1 2024. 962 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

  • Integrated Wealth Concepts held 256,953 shares of Schwab US Large-Cap Value ETF worth $7.84M as of Q1 2026.
  • Integrated Wealth Concepts bought 60,620 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $1.89M.
  • Schwab US Large-Cap Value ETF made up 0.06% of Integrated Wealth Concepts's portfolio in Q1 2026, its #291 holding.
  • Integrated Wealth Concepts first reported a position in Schwab US Large-Cap Value ETF in Q1 2021 and has held it in 21 quarters since.
  • Integrated Wealth Concepts's Schwab US Large-Cap Value ETF position peaked at $8.62M in Q1 2024.
  • 962 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

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