KMWM
SCHV

Keudell/Morrison Wealth Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Keudell/Morrison 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
2026
Q2 		$254K Hold
7,300
– – 0.05% 218
2026
Q1 		$223K Buy
+7,300
New +$227K 0.05% 220
2025
Q2 		$216K Buy
7,802
+2
+0% +$53 0.05% 211
2025
Q1 		$207K Hold
7,800
– – 0.05% 203
2024
Q4 		$203K Hold
7,800
– – 0.05% 211
2024
Q3 		$209K Buy
+7,800
New +$200K 0.06% 204
2023
Q3 		– Sell
-10,077
Closed -$225K – 186
2023
Q2 		$225K Hold
10,077
– – 0.06% 176
2023
Q1 		$220K Hold
10,077
– – 0.06% 176
2022
Q4 		$222K Buy
+10,077
New +$218K 0.07% 172
2022
Q3 		– Sell
-10,077
Closed -$210K – 180
2022
Q2 		$210K Buy
+10,077
New +$226K 0.08% 162

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

Keudell/Morrison Wealth Management's SCHV Position: Q2 2026 in Review

Keudell/Morrison Wealth Management held its Schwab US Large-Cap Value ETF (SCHV) position steady in Q2 2026 at 7,300 shares worth $254K. The position accounts for 0.05% of the portfolio, ranked #218.

Keudell/Morrison Wealth Management first reported a position in SCHV in Q2 2022 and has held it in 10 quarters since. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Keudell/Morrison Wealth Management held 7,300 shares of Schwab US Large-Cap Value ETF worth $254K as of Q2 2026.
  • Keudell/Morrison Wealth Management left its Schwab US Large-Cap Value ETF share count unchanged in Q2 2026.
  • Schwab US Large-Cap Value ETF made up 0.05% of Keudell/Morrison Wealth Management's portfolio in Q2 2026, its #218 holding.
  • Keudell/Morrison Wealth Management first reported a position in Schwab US Large-Cap Value ETF in Q2 2022 and has held it in 10 quarters since.
  • 991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.