LA
SCHV icon

LWM Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

LWM Advisors’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 		$648K Buy
19,454
+7,925
+69% +$273K 0.49% 14
2026
Q2 		$401K Buy
11,529
+14
+0.1% +$461 0.3% 20
2026
Q1 		$351K Buy
11,515
+6
+0.1% +$187 0.3% 21
2025
Q4 		$341K Buy
11,509
+8
+0.1% +$234 0.3% 19
2025
Q3 		$335K Sell
11,501
-516
-4% -$14.7K 0.3% 19
2025
Q2 		$333K Buy
12,017
+7
+0.1% +$184 0.32% 19
2025
Q1 		$315K Buy
+12,010
New +$322K 0.32% 17

Other funds holding SCHV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
VC
Veery Capital Wilmington, Delaware $375M AUM 14.26% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
PA
Persium Advisors Atlanta, Georgia $191M AUM 23.01% 1-Year Est. Return
MWP
Meriwether Wealth & Planning Minden, Louisiana $222M AUM 15.77% 1-Year Est. Return
FF
Friday Financial Dubuque, Iowa $506M AUM 14.2% 1-Year Est. Return
CIA
Cape Investment Advisory Mcdonough, Georgia $388M AUM 17.15% 1-Year Est. Return

LWM Advisors's SCHV Position: Q3 2026 in Review

LWM Advisors increased its Schwab US Large-Cap Value ETF (SCHV) stake by 69% in Q3 2026, buying an estimated $273K and bringing the position to 19,454 shares worth $648K. The position accounts for 0.49% of the portfolio, ranked #14.

LWM Advisors first reported a position in SCHV in Q1 2025 and has held it in 7 quarters since. 93 funds tracked by Wall St. Rank hold SCHV as of Q3 2026.

  • LWM Advisors held 19,454 shares of Schwab US Large-Cap Value ETF worth $648K as of Q3 2026.
  • LWM Advisors bought 7,925 Schwab US Large-Cap Value ETF shares in Q3 2026, an estimated $273K.
  • Schwab US Large-Cap Value ETF made up 0.49% of LWM Advisors's portfolio in Q3 2026, its #14 holding.
  • LWM Advisors first reported a position in Schwab US Large-Cap Value ETF in Q1 2025 and has held it in 7 quarters since.
  • 93 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2026.

Based on LWM Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.