LIWM
SCHV

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

Long Island 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
Q1 		$1.48M Buy
48,588
+19
+0% +$592 0.69% 31
2025
Q4 		$1.44M Buy
48,569
+949
+2% +$27.7K 0.68% 33
2025
Q3 		$1.39M Sell
47,620
-910
-2% -$25.9K 0.67% 33
2025
Q2 		$1.34M Sell
48,530
-2,464
-5% -$64.8K 0.7% 32
2025
Q1 		$1.36M Buy
50,994
+2,760
+6% +$74.1K 0.83% 28
2024
Q4 		$1.26M Sell
48,234
-132
-0.3% -$3.56K 0.79% 31
2024
Q3 		$1.3M Buy
48,366
+93
+0.2% +$2.39K 0.85% 30
2024
Q2 		$1.19M Sell
48,273
-3
-0% -$74 0.84% 31
2024
Q1 		$1.22M Sell
48,276
-3,480
-7% -$83.4K 0.86% 31
2023
Q4 		$1.21M Buy
+51,756
New +$1.13M 0.86% 33

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 $11.5B AUM 18.82% 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 $4.02B AUM 20% 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

Long Island Wealth Management's SCHV Position: Q1 2026 in Review

Long Island Wealth Management increased its Schwab US Large-Cap Value ETF (SCHV) stake by 0.04% in Q1 2026, buying an estimated $592 and bringing the position to 48,588 shares worth $1.48M. The position accounts for 0.69% of the portfolio, ranked #31.

Long Island Wealth Management first reported a position in SCHV in Q4 2023 and has held it in 10 quarters since. 964 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

  • Long Island Wealth Management held 48,588 shares of Schwab US Large-Cap Value ETF worth $1.48M as of Q1 2026.
  • Long Island Wealth Management bought 19 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $592.
  • Schwab US Large-Cap Value ETF made up 0.69% of Long Island Wealth Management's portfolio in Q1 2026, its #31 holding.
  • Long Island Wealth Management first reported a position in Schwab US Large-Cap Value ETF in Q4 2023 and has held it in 10 quarters since.
  • 964 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

Based on Long Island Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.