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

LongView 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	$622K	Sell	17,881 -10,365	-37%	-$341K	0.16%	115
2026 Q1	$899K	Buy	28,246 +6,262	+28%	+$195K	0.23%	99
2025 Q4	$674K	Buy	21,984 +62	+0.3%	+$1.81K	0.16%	116
2025 Q3	$638K	Buy	21,922 +56	+0.3%	+$1.59K	0.17%	108
2025 Q2	$605K	Sell	21,866 -15,956	-42%	-$419K	0.18%	104
2025 Q1	$1.01M	Sell	37,822 -4,130	-10%	-$111K	0.3%	71
2024 Q4	$1.09M	Buy	41,952 +3	+0%	+$81	0.33%	67
2024 Q3	$1.12M	Buy	41,949 +351	+0.8%	+$9.02K	0.36%	60
2024 Q2	$1.03M	Sell	41,598 -249	-0.6%	-$6.15K	0.38%	60
2024 Q1	$1.06M	Buy	41,847 +6,915	+20%	+$166K	0.42%	54
2023 Q4	$813K	Buy	+34,932	New	+$764K	0.36%	62

Other funds holding SCHV

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

CFG

Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return

FMP

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

HWM

HRC Wealth Management Moscow, Idaho $244M AUM 21.86% 1-Year Est. Return

Veery Capital Wilmington, Delaware $372M AUM 21.43% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

MWP

Meriwether Wealth & Planning Minden, Louisiana $202M AUM 22.64% 1-Year Est. Return

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

LongView Wealth Management reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 37% in Q2 2026, selling an estimated $341K and leaving 17,881 shares worth $622K. The position accounts for 0.16% of the portfolio, ranked #115.

LongView Wealth Management first reported a position in SCHV in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.12M in Q3 2024. 189 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

LongView Wealth Management held 17,881 shares of Schwab US Large-Cap Value ETF worth $622K as of Q2 2026.
LongView Wealth Management sold 10,365 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $341K.
Schwab US Large-Cap Value ETF made up 0.16% of LongView Wealth Management's portfolio in Q2 2026, its #115 holding.
LongView Wealth Management first reported a position in Schwab US Large-Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
LongView Wealth Management's Schwab US Large-Cap Value ETF position peaked at $1.12M in Q3 2024.
189 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on LongView Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.