MWA
SCHV

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

Martel Wealth 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 		$16.3M Sell
467,996
-14,443
-3% -$476K 2.56% 7
2026
Q1 		$14.7M Sell
482,439
-15,972
-3% -$498K 2.5% 7
2025
Q4 		$14.8M Sell
498,411
-4,849
-1% -$142K 2.52% 8
2025
Q3 		$14.6M Sell
503,260
-18,799
-4% -$534K 2.57% 8
2025
Q2 		$14.4M Sell
522,059
-9,988
-2% -$263K 2.68% 8
2025
Q1 		$14.1M Buy
532,047
+7,935
+2% +$213K 2.82% 7
2024
Q4 		$13.7M Buy
524,112
+192
+0% +$5.18K 2.67% 9
2024
Q3 		$14M Sell
523,920
-3,165
-0.6% -$81.3K 2.87% 8
2024
Q2 		$13M Sell
527,085
-6,267
-1% -$155K 2.79% 8
2024
Q1 		$13.5M Sell
533,352
-9,210
-2% -$221K 2.93% 7
2023
Q4 		$12.7M Sell
542,562
-3,300
-0.6% -$72.2K 2.88% 8
2023
Q3 		$11.7M Sell
545,862
-11,124
-2% -$250K 2.92% 7
2023
Q2 		$12.5M Sell
556,986
-51,159
-8% -$1.12M 3.02% 7
2023
Q1 		$13.3M Buy
608,145
+64,476
+12% +$1.43M 3.39% 8
2022
Q4 		$12M Buy
543,669
+290,568
+115% +$6.29M 3.24% 8
2022
Q3 		$5.67M Buy
253,101
+109,923
+77% +$2.37M 1.62% 10
2022
Q2 		$2.98M Buy
143,178
+83,538
+140% +$1.88M 0.81% 17
2022
Q1 		$1.42M Buy
59,640
+7,869
+15% +$186K 0.34% 25
2021
Q4 		$1.23M Buy
51,771
+3,744
+8% +$88.7K 0.29% 25
2021
Q3 		$884K Buy
48,027
+4,224
+10% +$97.7K 0.22% 27
2021
Q2 		$806K Buy
43,803
+2,547
+6% +$57.8K 0.2% 27
2021
Q1 		$759K Buy
41,256
+1,695
+4% +$35.3K 0.21% 26
2020
Q4 		$728K Buy
39,561
+1,743
+5% +$32.6K 0.21% 27
2020
Q3 		$658K Buy
37,818
+702
+2% +$12.3K 0.21% 26
2020
Q2 		$620K Sell
37,116
-10,395
-22% -$170K 0.21% 26
2020
Q1 		$701K Buy
47,511
+19,809
+72% +$363K 0.27% 23
2019
Q4 		$555K Sell
27,702
-354
-1% -$6.86K 0.19% 29
2019
Q3 		$531K Buy
28,056
+18
+0.1% +$337 0.19% 28
2019
Q2 		$525K Sell
28,038
-218,979
-89% -$4.05M 0.19% 28
2019
Q1 		$4.51M Buy
247,017
+219,243
+789% +$3.89M 1.7% 10
2018
Q4 		$456K Buy
+27,774
New +$491K 0.19% 29

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

Martel Wealth Advisors's SCHV Position: Q2 2026 in Review

Martel Wealth Advisors reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 3% in Q2 2026, selling an estimated $476K and leaving 467,996 shares worth $16.3M. The position accounts for 2.56% of the portfolio, ranked #7.

Martel Wealth Advisors first reported a position in SCHV in Q4 2018 and has held it in 31 quarters since. 987 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Martel Wealth Advisors held 467,996 shares of Schwab US Large-Cap Value ETF worth $16.3M as of Q2 2026.
  • Martel Wealth Advisors sold 14,443 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $476K.
  • Schwab US Large-Cap Value ETF made up 2.56% of Martel Wealth Advisors's portfolio in Q2 2026, its #7 holding.
  • Martel Wealth Advisors first reported a position in Schwab US Large-Cap Value ETF in Q4 2018 and has held it in 31 quarters since.
  • 987 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Martel Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.