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Legacy Wealth Management (Idaho)’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Legacy Wealth Management (Idaho)’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 		– Sell
-206
Closed -$6.28K – 806
2026
Q1 		$6.28K Sell
206
-28
-12% -$872 ﹤0.01% 577
2025
Q4 		$6.93K Buy
+234
New +$6.84K ﹤0.01% 486

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MG
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Mariner
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Osaic Holdings
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VIA
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SC
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MGIA
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Legacy Wealth Management (Idaho)'s SCHV Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of Schwab US Large-Cap Value ETF (SCHV) in Q2 2026, closing a stake of 206 shares — an estimated $6.28K sold.

Legacy Wealth Management (Idaho) first reported a position in SCHV in Q4 2025 and held it in 2 quarters. The position peaked at $6.93K in Q4 2025. 995 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining Schwab US Large-Cap Value ETF position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 206 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $6.28K.
  • Legacy Wealth Management (Idaho) first reported a position in Schwab US Large-Cap Value ETF in Q4 2025 and held it in 2 quarters.
  • Legacy Wealth Management (Idaho)'s Schwab US Large-Cap Value ETF position peaked at $6.93K in Q4 2025.
  • 995 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.