LWMI
SCHV

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
Q1 		$6.28K Sell
206
-28
-12% -$872 ﹤0.01% 577
2025
Q4 		$6.93K Buy
+234
New +$6.84K ﹤0.01% 486

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s SCHV Position: Q1 2026 in Review

Legacy Wealth Management (Idaho) reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 12% in Q1 2026, selling an estimated $872 and leaving 206 shares worth $6.28K. The position accounts for ﹤0.01% of the portfolio, ranked #577.

Legacy Wealth Management (Idaho) first reported a position in SCHV in Q4 2025 and has held it in 2 quarters since. The position peaked at $6.93K in Q4 2025. 962 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

  • Legacy Wealth Management (Idaho) held 206 shares of Schwab US Large-Cap Value ETF worth $6.28K as of Q1 2026.
  • Legacy Wealth Management (Idaho) sold 28 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $872.
  • Schwab US Large-Cap Value ETF made up ﹤0.01% of Legacy Wealth Management (Idaho)'s portfolio in Q1 2026, its #577 holding.
  • Legacy Wealth Management (Idaho) first reported a position in Schwab US Large-Cap Value ETF in Q4 2025 and has held it in 2 quarters since.
  • Legacy Wealth Management (Idaho)'s Schwab US Large-Cap Value ETF position peaked at $6.93K in Q4 2025.
  • 962 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q1 2026, filed 7 May 2026.