KWM
SCHV

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

KW 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 		– Sell
-6,819
Closed -$202K – 47
2025
Q4 		$202K Buy
+6,819
New +$199K 0.31% 79

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MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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

KW Wealth Management sold out of Schwab US Large-Cap Value ETF (SCHV) in Q1 2026, closing a stake of 6,819 shares — an estimated $202K sold.

KW Wealth Management first reported a position in SCHV in Q4 2025 and held it in 1 quarter. The position peaked at $202K in Q4 2025. 969 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

  • KW Wealth Management reported no remaining Schwab US Large-Cap Value ETF position as of Q1 2026 after selling out during the quarter.
  • KW Wealth Management sold 6,819 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $202K.
  • KW Wealth Management first reported a position in Schwab US Large-Cap Value ETF in Q4 2025 and held it in 1 quarter.
  • KW Wealth Management's Schwab US Large-Cap Value ETF position peaked at $202K in Q4 2025.
  • 969 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

Based on KW Wealth Management's 13F filing for Q1 2026.