KPWS
SCHV

Kestra Private Wealth Services’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Kestra Private Wealth Services’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 		$1.1M Buy
35,922
+24,809
+223% +$773K 0.01% 789
2025
Q4 		$329K Buy
11,113
+3,396
+44% +$99.3K ﹤0.01% 1379
2025
Q3 		$225K Buy
+7,717
New +$219K ﹤0.01% 1509

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

Kestra Private Wealth Services's SCHV Position: Q1 2026 in Review

Kestra Private Wealth Services increased its Schwab US Large-Cap Value ETF (SCHV) stake by 223% in Q1 2026, buying an estimated $773K and bringing the position to 35,922 shares worth $1.1M. The position accounts for 0.01% of the portfolio, ranked #789.

Kestra Private Wealth Services first reported a position in SCHV in Q3 2025 and has held it in 3 quarters since. 962 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

  • Kestra Private Wealth Services held 35,922 shares of Schwab US Large-Cap Value ETF worth $1.1M as of Q1 2026.
  • Kestra Private Wealth Services bought 24,809 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $773K.
  • Schwab US Large-Cap Value ETF made up 0.01% of Kestra Private Wealth Services's portfolio in Q1 2026, its #789 holding.
  • Kestra Private Wealth Services first reported a position in Schwab US Large-Cap Value ETF in Q3 2025 and has held it in 3 quarters since.
  • 962 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.