LSL
SCHV

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
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

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

Legacy Solutions LLC's SCHV Position: Q2 2026 in Review

Legacy Solutions LLC increased its Schwab US Large-Cap Value ETF (SCHV) stake by 2.7% in Q2 2026, buying an estimated $6.92K and bringing the position to 8,008 shares worth $279K. The position accounts for 0.23% of the portfolio, ranked #66.

Legacy Solutions LLC first reported a position in SCHV in Q4 2024 and has held it in 7 quarters since. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Legacy Solutions LLC held 8,008 shares of Schwab US Large-Cap Value ETF worth $279K as of Q2 2026.
  • Legacy Solutions LLC bought 210 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $6.92K.
  • Schwab US Large-Cap Value ETF made up 0.23% of Legacy Solutions LLC's portfolio in Q2 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 7 quarters since.
  • 991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Legacy Solutions LLC's 13F filing for Q2 2026, filed 6 Jul 2026.