Iron Horse Wealth Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Iron Horse 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
2025 Q2	$83	Hold	3	–	–	﹤0.01%	578
2025 Q1	$80	Hold	3	–	–	﹤0.01%	586
2024 Q4	$78	Hold	3	–	–	﹤0.01%	496
2024 Q3	$80	Hold	3	–	–	﹤0.01%	494
2024 Q2	$74	Hold	3	–	–	﹤0.01%	474
2024 Q1	$76	Hold	3	–	–	﹤0.01%	456
2023 Q4	$70	Hold	3	–	–	﹤0.01%	488
2023 Q3	$64	Sell	3 -12	-80%	-$269	﹤0.01%	498
2023 Q2	$335	Hold	15	–	–	﹤0.01%	292
2023 Q1	$328	Hold	15	–	–	﹤0.01%	325
2022 Q4	$0	Buy	15 +12	+400%	+$260	﹤0.01%	273
2022 Q3	$0	Sell	3 -21	-88%	-$452	﹤0.01%	256
2022 Q2	$0	Hold	24	–	–	﹤0.01%	309
2022 Q1	$1K	Sell	24 -1,044	-98%	-$24.7K	﹤0.01%	211
2021 Q4	$26K	Buy	+1,068	New	+$25.3K	0.01%	92

Other funds holding SCHV

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

Iron Horse Wealth Management's SCHV Position: Q2 2025 in Review

Iron Horse Wealth Management held its Schwab US Large-Cap Value ETF (SCHV) position steady in Q2 2025 at 3 shares worth $83. The position accounts for ﹤0.01% of the portfolio, ranked #578.

Iron Horse Wealth Management first reported a position in SCHV in Q4 2021 and has held it in 15 quarters since. The position peaked at $26K in Q4 2021. 879 funds tracked by Wall St. Rank hold SCHV as of Q2 2025.

Iron Horse Wealth Management held 3 shares of Schwab US Large-Cap Value ETF worth $83 as of Q2 2025.
Iron Horse Wealth Management left its Schwab US Large-Cap Value ETF share count unchanged in Q2 2025.
Schwab US Large-Cap Value ETF made up ﹤0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #578 holding.
Iron Horse Wealth Management first reported a position in Schwab US Large-Cap Value ETF in Q4 2021 and has held it in 15 quarters since.
Iron Horse Wealth Management's Schwab US Large-Cap Value ETF position peaked at $26K in Q4 2021.
879 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.