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

Marks Group 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	$658K	Hold	21,558	–	–	0.06%	222
2025 Q4	$638K	Hold	21,558	–	–	0.06%	224
2025 Q3	$628K	Hold	21,558	–	–	0.06%	207
2025 Q2	$597K	Hold	21,558	–	–	0.06%	217
2025 Q1	$573K	Hold	21,558	–	–	0.06%	226
2024 Q4	$562K	Hold	21,558	–	–	0.06%	209
2024 Q3	$578K	Hold	21,558	–	–	0.06%	214
2024 Q2	$532K	Hold	21,558	–	–	0.06%	216
2024 Q1	$546K	Hold	21,558	–	–	0.06%	213
2023 Q4	$504K	Hold	21,558	–	–	0.06%	215
2023 Q3	$463K	Hold	21,558	–	–	0.06%	211
2023 Q2	$482K	Hold	21,558	–	–	0.06%	210
2023 Q1	$471K	Hold	21,558	–	–	0.06%	213
2022 Q4	$474K	Hold	21,558	–	–	0.06%	214
2022 Q3	$420K	Hold	21,558	–	–	0.06%	214
2022 Q2	$449K	Hold	21,558	–	–	0.06%	213
2022 Q1	$513K	Hold	21,558	–	–	0.06%	228
2021 Q4	$526K	Hold	21,558	–	–	0.06%	231
2021 Q3	$485K	Hold	21,558	–	–	0.07%	204
2021 Q2	$491K	Hold	21,558	–	–	0.07%	180
2021 Q1	$469K	Hold	21,558	–	–	0.07%	180
2020 Q4	$428K	Hold	21,558	–	–	0.07%	185
2020 Q3	$375K	Hold	21,558	–	–	0.07%	186
2020 Q2	$360K	Sell	21,558 -42	-0.2%	-$686	0.07%	180
2020 Q1	$319K	Buy	+21,600	New	+$396K	0.08%	174

Other funds holding SCHV

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

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 New York $52.8B AUM 15.34% 1-Year Est. Return

Marks Group Wealth Management's SCHV Position: Q1 2026 in Review

Marks Group Wealth Management held its Schwab US Large-Cap Value ETF (SCHV) position steady in Q1 2026 at 21,558 shares worth $658K. The position accounts for 0.06% of the portfolio, ranked #222.

Marks Group Wealth Management first reported a position in SCHV in Q1 2020 and has held it in 25 quarters since. 962 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

Marks Group Wealth Management held 21,558 shares of Schwab US Large-Cap Value ETF worth $658K as of Q1 2026.
Marks Group Wealth Management left its Schwab US Large-Cap Value ETF share count unchanged in Q1 2026.
Schwab US Large-Cap Value ETF made up 0.06% of Marks Group Wealth Management's portfolio in Q1 2026, its #222 holding.
Marks Group Wealth Management first reported a position in Schwab US Large-Cap Value ETF in Q1 2020 and has held it in 25 quarters since.
962 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

Based on Marks Group Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.