KLCM Advisors
SCHV icon

KLCM Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

KLCM Advisors’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
Q3 		$896K Buy
26,898
+3,413
+15% +$117K 0.07% 135
2026
Q2 		$818K Buy
23,485
+1,942
+9% +$64K 0.06% 143
2026
Q1 		$657K Buy
21,543
+5,080
+31% +$158K 0.06% 145
2025
Q4 		$487K Buy
+16,463
New +$481K 0.04% 158

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Avantax Planning Partners
Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Moneta Group Investment Advisors
Moneta Group Investment Advisors St Louis, Missouri $16.1B AUM 16.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

KLCM Advisors's SCHV Position: Q3 2026 in Review

KLCM Advisors increased its Schwab US Large-Cap Value ETF (SCHV) stake by 15% in Q3 2026, buying an estimated $117K and bringing the position to 26,898 shares worth $896K. The position accounts for 0.07% of the portfolio, ranked #135.

KLCM Advisors first reported a position in SCHV in Q4 2025 and has held it in 4 quarters since. 905 funds tracked by Wall St. Rank hold SCHV as of Q3 2026.

  • KLCM Advisors held 26,898 shares of Schwab US Large-Cap Value ETF worth $896K as of Q3 2026.
  • KLCM Advisors bought 3,413 Schwab US Large-Cap Value ETF shares in Q3 2026, an estimated $117K.
  • Schwab US Large-Cap Value ETF made up 0.07% of KLCM Advisors's portfolio in Q3 2026, its #135 holding.
  • KLCM Advisors first reported a position in Schwab US Large-Cap Value ETF in Q4 2025 and has held it in 4 quarters since.
  • 905 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2026.

Based on KLCM Advisors's 13F filing for Q3 2026, filed 12 Nov 2026.