LWM
SCHV

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

Lakeridge 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 		$494K Sell
14,183
-534
-4% -$17.6K 0.18% 105
2026
Q1 		$449K Sell
14,717
-62
-0.4% -$1.93K 0.19% 102
2025
Q4 		$438K Sell
14,779
-30
-0.2% -$877 0.2% 101
2025
Q3 		$431K Sell
14,809
-102
-0.7% -$2.9K 0.19% 93
2025
Q2 		$413K Buy
14,911
+13
+0.1% +$342 0.19% 93
2025
Q1 		$396K Buy
14,898
+14
+0.1% +$376 0.2% 100
2024
Q4 		$388K Sell
14,884
-860
-5% -$23.2K 0.2% 92
2024
Q3 		$422K Hold
15,744
– – 0.23% 83
2024
Q2 		$389K Sell
15,744
-240
-2% -$5.93K 0.23% 83
2024
Q1 		$405K Sell
15,984
-456
-3% -$10.9K 0.26% 75
2023
Q4 		$384K Buy
+16,440
New +$359K 0.28% 75

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

Lakeridge Wealth Management's SCHV Position: Q2 2026 in Review

Lakeridge Wealth Management reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 3.6% in Q2 2026, selling an estimated $17.6K and leaving 14,183 shares worth $494K. The position accounts for 0.18% of the portfolio, ranked #105.

Lakeridge Wealth Management first reported a position in SCHV in Q4 2023 and has held it in 11 quarters since. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Lakeridge Wealth Management held 14,183 shares of Schwab US Large-Cap Value ETF worth $494K as of Q2 2026.
  • Lakeridge Wealth Management sold 534 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $17.6K.
  • Schwab US Large-Cap Value ETF made up 0.18% of Lakeridge Wealth Management's portfolio in Q2 2026, its #105 holding.
  • Lakeridge Wealth Management first reported a position in Schwab US Large-Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Lakeridge Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.