MBM Wealth Consultants’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

MBM Wealth Consultants’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	–	Sell	-576	Closed	-$17.6K	–	317
2026 Q1	$17.6K	Buy	+576	New	+$17.9K	﹤0.01%	213
2023 Q2	–	Sell	-576	Closed	-$13K	–	235
2023 Q1	$13K	Hold	576	–	–	0.01%	208
2022 Q4	$13K	Hold	576	–	–	0.01%	220
2022 Q3	$12K	Hold	576	–	–	0.01%	209
2022 Q2	$12K	Hold	576	–	–	0.01%	217
2022 Q1	$14K	Hold	576	–	–	0.01%	230
2021 Q4	$13K	Hold	576	–	–	0.01%	221
2021 Q3	$13K	Sell	576 -24	-4%	-$555	0.01%	223
2021 Q2	$14K	Sell	600 -30	-5%	-$681	0.01%	207
2021 Q1	$14K	Hold	630	–	–	0.01%	201
2020 Q4	$13K	Hold	630	–	–	0.01%	178
2020 Q3	$11K	Hold	630	–	–	0.01%	176
2020 Q2	$11K	Sell	630 -75	-11%	-$1.23K	0.01%	170
2020 Q1	$10K	Hold	705	–	–	0.01%	160
2019 Q4	$14K	Hold	705	–	–	0.01%	163
2019 Q3	$13K	Hold	705	–	–	0.01%	156
2019 Q2	$13K	Hold	705	–	–	0.01%	160
2019 Q1	$13K	Hold	705	–	–	0.01%	162
2018 Q4	$12K	Buy	+705	New	+$12.5K	0.01%	175

Other funds holding SCHV

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

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

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

MBM Wealth Consultants's SCHV Position: Q2 2026 in Review

MBM Wealth Consultants sold out of Schwab US Large-Cap Value ETF (SCHV) in Q2 2026, closing a stake of 576 shares — an estimated $17.6K sold.

MBM Wealth Consultants first reported a position in SCHV in Q4 2018 and held it in 19 quarters. The position peaked at $17.6K in Q1 2026. 988 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

MBM Wealth Consultants reported no remaining Schwab US Large-Cap Value ETF position as of Q2 2026 after selling out during the quarter.
MBM Wealth Consultants sold 576 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $17.6K.
MBM Wealth Consultants first reported a position in Schwab US Large-Cap Value ETF in Q4 2018 and held it in 19 quarters.
MBM Wealth Consultants's Schwab US Large-Cap Value ETF position peaked at $17.6K in Q1 2026.
988 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on MBM Wealth Consultants's 13F filing for Q2 2026, filed 24 Jul 2026.