LA
SCHV

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
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

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

LWM Advisors's SCHV Position: Q2 2026 in Review

LWM Advisors increased its Schwab US Large-Cap Value ETF (SCHV) stake by 0.12% in Q2 2026, buying an estimated $461 and bringing the position to 11,529 shares worth $401K. The position accounts for 0.3% of the portfolio, ranked #20.

LWM Advisors first reported a position in SCHV in Q1 2025 and has held it in 6 quarters since. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • LWM Advisors held 11,529 shares of Schwab US Large-Cap Value ETF worth $401K as of Q2 2026.
  • LWM Advisors bought 14 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $461.
  • Schwab US Large-Cap Value ETF made up 0.3% of LWM Advisors's portfolio in Q2 2026, its #20 holding.
  • LWM Advisors first reported a position in Schwab US Large-Cap Value ETF in Q1 2025 and has held it in 6 quarters since.
  • 991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on LWM Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.