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 Q3	$597K	Buy	17,936 +55	+0.3%	+$1.89K	0.14%	120
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

Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return

Mokosak Advisory Group Urbandale, Iowa $454M AUM 14.41% 1-Year Est. Return

Rainey & Randall Wealth Advisors Celebration, Florida $698M AUM 11.67% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

LongView Wealth Management's SCHV Position: Q3 2026 in Review

LongView Wealth Management increased its Schwab US Large-Cap Value ETF (SCHV) stake by 0.31% in Q3 2026, buying an estimated $1.89K and bringing the position to 17,936 shares worth $597K. The position accounts for 0.14% of the portfolio, ranked #120.

LongView Wealth Management first reported a position in SCHV in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.12M in Q3 2024. 534 funds tracked by Wall St. Rank hold SCHV as of Q3 2026.

LongView Wealth Management held 17,936 shares of Schwab US Large-Cap Value ETF worth $597K as of Q3 2026.
LongView Wealth Management bought 55 Schwab US Large-Cap Value ETF shares in Q3 2026, an estimated $1.89K.
Schwab US Large-Cap Value ETF made up 0.14% of LongView Wealth Management's portfolio in Q3 2026, its #120 holding.
LongView Wealth Management first reported a position in Schwab US Large-Cap Value ETF in Q4 2023 and has held it in 12 quarters since.
LongView Wealth Management's Schwab US Large-Cap Value ETF position peaked at $1.12M in Q3 2024.
534 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2026.

Based on LongView Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.