Measured Wealth Private Client Group’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Measured Wealth Private Client Group’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	-55	Closed	-$1.68K	–	756
2026 Q1	$1.68K	Hold	55	–	–	﹤0.01%	645
2025 Q4	$1.63K	Buy	+55	New	+$1.61K	﹤0.01%	658
2018 Q4	–	Sell	-8,172	Closed	-$153K	–	584
2018 Q3	$153K	Buy	+8,172	New	+$151K	0.09%	181

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

Measured Wealth Private Client Group's SCHV Position: Q2 2026 in Review

Measured Wealth Private Client Group sold out of Schwab US Large-Cap Value ETF (SCHV) in Q2 2026, closing a stake of 55 shares — an estimated $1.68K sold.

Measured Wealth Private Client Group first reported a position in SCHV in Q3 2018 and held it in 3 quarters. The position peaked at $153K in Q3 2018. 987 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

Measured Wealth Private Client Group reported no remaining Schwab US Large-Cap Value ETF position as of Q2 2026 after selling out during the quarter.
Measured Wealth Private Client Group sold 55 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $1.68K.
Measured Wealth Private Client Group first reported a position in Schwab US Large-Cap Value ETF in Q3 2018 and held it in 3 quarters.
Measured Wealth Private Client Group's Schwab US Large-Cap Value ETF position peaked at $153K in Q3 2018.
987 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.