IWS
SCHV

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

Intentional Wealth Strategies’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 		– Sell
-1,728
Closed -$52.7K – 742
2026
Q1 		$52.7K Buy
+1,728
New +$53.8K 0.05% 152

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Envestnet Asset Management
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
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Osaic Holdings
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
SC
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

Intentional Wealth Strategies's SCHV Position: Q2 2026 in Review

Intentional Wealth Strategies sold out of Schwab US Large-Cap Value ETF (SCHV) in Q2 2026, closing a stake of 1,728 shares — an estimated $52.7K sold.

Intentional Wealth Strategies first reported a position in SCHV in Q1 2026 and held it in 1 quarter. The position peaked at $52.7K in Q1 2026. 988 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Intentional Wealth Strategies reported no remaining Schwab US Large-Cap Value ETF position as of Q2 2026 after selling out during the quarter.
  • Intentional Wealth Strategies sold 1,728 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $52.7K.
  • Intentional Wealth Strategies first reported a position in Schwab US Large-Cap Value ETF in Q1 2026 and held it in 1 quarter.
  • Intentional Wealth Strategies's Schwab US Large-Cap Value ETF position peaked at $52.7K in Q1 2026.
  • 988 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Intentional Wealth Strategies's 13F filing for Q2 2026, filed 28 Jul 2026.