MWP
SCHV

Meredith Wealth Planning’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Meredith Wealth Planning’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 		$460K Hold
13,224
– – 0.11% 50
2026
Q1 		$403K Hold
13,224
– – 0.11% 50
2025
Q4 		$392K Hold
13,224
– – 0.12% 47
2025
Q3 		$385K Hold
13,224
– – 0.12% 47
2025
Q2 		$366K Buy
+13,224
New +$348K 0.13% 45

Other funds holding SCHV

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
RRWA
Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
SWRP
Summit Wealth & Retirement Planning San Ramon, California $472M AUM 25.49% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Meredith Wealth Planning's SCHV Position: Q2 2026 in Review

Meredith Wealth Planning held its Schwab US Large-Cap Value ETF (SCHV) position steady in Q2 2026 at 13,224 shares worth $460K. The position accounts for 0.11% of the portfolio, ranked #50.

Meredith Wealth Planning first reported a position in SCHV in Q2 2025 and has held it in 5 quarters since. 506 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Meredith Wealth Planning held 13,224 shares of Schwab US Large-Cap Value ETF worth $460K as of Q2 2026.
  • Meredith Wealth Planning left its Schwab US Large-Cap Value ETF share count unchanged in Q2 2026.
  • Schwab US Large-Cap Value ETF made up 0.11% of Meredith Wealth Planning's portfolio in Q2 2026, its #50 holding.
  • Meredith Wealth Planning first reported a position in Schwab US Large-Cap Value ETF in Q2 2025 and has held it in 5 quarters since.
  • 506 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

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