MGW
SCHV

MB Generational Wealth’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

MB Generational Wealth’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 		$347K Hold
11,382
– – 0.19% 49
2025
Q4 		$337K Sell
11,382
-98
-0.9% -$2.86K 0.18% 50
2025
Q3 		$334K Buy
+11,480
New +$326K 0.21% 46

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
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
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
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

MB Generational Wealth's SCHV Position: Q1 2026 in Review

MB Generational Wealth held its Schwab US Large-Cap Value ETF (SCHV) position steady in Q1 2026 at 11,382 shares worth $347K. The position accounts for 0.19% of the portfolio, ranked #49.

MB Generational Wealth first reported a position in SCHV in Q3 2025 and has held it in 3 quarters since. 962 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

  • MB Generational Wealth held 11,382 shares of Schwab US Large-Cap Value ETF worth $347K as of Q1 2026.
  • MB Generational Wealth left its Schwab US Large-Cap Value ETF share count unchanged in Q1 2026.
  • Schwab US Large-Cap Value ETF made up 0.19% of MB Generational Wealth's portfolio in Q1 2026, its #49 holding.
  • MB Generational Wealth first reported a position in Schwab US Large-Cap Value ETF in Q3 2025 and has held it in 3 quarters since.
  • 962 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

Based on MB Generational Wealth's 13F filing for Q1 2026, filed 4 May 2026.