Legacy Solutions LLC’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Legacy Solutions LLC’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	$267K	Sell	8,004 -4	-0%	-$138	0.2%	66
2026 Q2	$279K	Buy	8,008 +210	+3%	+$6.92K	0.23%	66
2026 Q1	$238K	Sell	7,798 -155	-2%	-$4.83K	0.22%	64
2025 Q4	$235K	Sell	7,953 -4	-0.1%	-$117	0.21%	74
2025 Q3	$232K	Buy	7,957 +40	+0.5%	+$1.14K	0.21%	71
2025 Q2	$219K	Buy	7,917 +42	+0.5%	+$1.1K	0.21%	75
2025 Q1	$209K	Buy	7,875 +42	+0.5%	+$1.13K	0.23%	71
2024 Q4	$204K	Buy	+7,833	New	+$211K	0.22%	69

Other funds holding SCHV

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

CFG

Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

Veery Capital Wilmington, Delaware $375M AUM 14.26% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Persium Advisors Atlanta, Georgia $191M AUM 23.01% 1-Year Est. Return

MWP

Meriwether Wealth & Planning Minden, Louisiana $222M AUM 15.77% 1-Year Est. Return

Friday Financial Dubuque, Iowa $506M AUM 14.2% 1-Year Est. Return

CIA

Cape Investment Advisory Mcdonough, Georgia $388M AUM 17.15% 1-Year Est. Return

Legacy Solutions LLC's SCHV Position: Q3 2026 in Review

Legacy Solutions LLC reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 0.05% in Q3 2026, selling an estimated $138 and leaving 8,004 shares worth $267K. The position accounts for 0.2% of the portfolio, ranked #66.

Legacy Solutions LLC first reported a position in SCHV in Q4 2024 and has held it in 8 quarters since. The position peaked at $279K in Q2 2026. 99 funds tracked by Wall St. Rank hold SCHV as of Q3 2026.

Legacy Solutions LLC held 8,004 shares of Schwab US Large-Cap Value ETF worth $267K as of Q3 2026.
Legacy Solutions LLC sold 4 Schwab US Large-Cap Value ETF shares in Q3 2026, an estimated $138.
Schwab US Large-Cap Value ETF made up 0.2% of Legacy Solutions LLC's portfolio in Q3 2026, its #66 holding.
Legacy Solutions LLC first reported a position in Schwab US Large-Cap Value ETF in Q4 2024 and has held it in 8 quarters since.
Legacy Solutions LLC's Schwab US Large-Cap Value ETF position peaked at $279K in Q2 2026.
99 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2026.

Based on Legacy Solutions LLC's 13F filing for Q3 2026, filed 7 Oct 2026.