KWM
SCHV

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

Kingsview 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
Q1 		$411K Buy
13,462
+1,754
+15% +$54.6K 0.01% 971
2025
Q4 		$347K Sell
11,708
-2,368
-17% -$69.2K 0.01% 973
2025
Q3 		$410K Sell
14,076
-2,279
-14% -$64.8K 0.01% 870
2025
Q2 		$453K Buy
+16,355
New +$430K 0.01% 802
2020
Q2 		– Sell
-178,113
Closed -$2.63M – 649
2020
Q1 		$2.63M Buy
178,113
+22,398
+14% +$411K 0.35% 82
2019
Q4 		$3.12M Buy
155,715
+13,437
+9% +$260K 0.39% 76
2019
Q3 		$2.69M Buy
142,278
+23,742
+20% +$444K 0.42% 67
2019
Q2 		$2.22M Buy
118,536
+12,171
+11% +$225K 0.37% 74
2019
Q1 		$1.94M Buy
106,365
+10,227
+11% +$182K 0.3% 97
2018
Q4 		$1.58M Buy
96,138
+5,961
+7% +$105K 0.34% 92
2018
Q3 		$1.69M Buy
90,177
+10,431
+13% +$193K 0.34% 92
2018
Q2 		$1.41M Buy
79,746
+8,943
+13% +$160K 0.34% 97
2018
Q1 		$1.25M Buy
70,803
+7,614
+12% +$140K 0.31% 94
2017
Q4 		$1.15M Buy
63,189
+18,399
+41% +$327K 0.41% 66
2017
Q3 		$774K Buy
44,790
+17,775
+66% +$301K 0.34% 90
2017
Q2 		$452K Buy
27,015
+7,695
+40% +$128K 0.23% 134
2017
Q1 		$320K Buy
+19,320
New +$318K 0.19% 163

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

Kingsview Wealth Management's SCHV Position: Q1 2026 in Review

Kingsview Wealth Management increased its Schwab US Large-Cap Value ETF (SCHV) stake by 15% in Q1 2026, buying an estimated $54.6K and bringing the position to 13,462 shares worth $411K. The position accounts for 0.01% of the portfolio, ranked #971.

Kingsview Wealth Management first reported a position in SCHV in Q1 2017 and has held it in 17 quarters since. The position peaked at $3.12M in Q4 2019. 962 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

  • Kingsview Wealth Management held 13,462 shares of Schwab US Large-Cap Value ETF worth $411K as of Q1 2026.
  • Kingsview Wealth Management bought 1,754 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $54.6K.
  • Schwab US Large-Cap Value ETF made up 0.01% of Kingsview Wealth Management's portfolio in Q1 2026, its #971 holding.
  • Kingsview Wealth Management first reported a position in Schwab US Large-Cap Value ETF in Q1 2017 and has held it in 17 quarters since.
  • Kingsview Wealth Management's Schwab US Large-Cap Value ETF position peaked at $3.12M in Q4 2019.
  • 962 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.