LWM
SCHV

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

Lodestone 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 		$165K Buy
4,747
+6
+0.1% +$198 0.06% 198
2026
Q1 		$145K Buy
4,741
+7
+0.1% +$218 0.06% 191
2025
Q4 		$140K Buy
+4,734
New +$138K 0.06% 197

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

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

Lodestone Wealth Management increased its Schwab US Large-Cap Value ETF (SCHV) stake by 0.13% in Q2 2026, buying an estimated $198 and bringing the position to 4,747 shares worth $165K. The position accounts for 0.06% of the portfolio, ranked #198.

Lodestone Wealth Management first reported a position in SCHV in Q4 2025 and has held it in 3 quarters since. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Lodestone Wealth Management held 4,747 shares of Schwab US Large-Cap Value ETF worth $165K as of Q2 2026.
  • Lodestone Wealth Management bought 6 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $198.
  • Schwab US Large-Cap Value ETF made up 0.06% of Lodestone Wealth Management's portfolio in Q2 2026, its #198 holding.
  • Lodestone Wealth Management first reported a position in Schwab US Large-Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.