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 Q3	$440K	Hold	13,224	–	–	0.11%	53
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

Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return

Mokosak Advisory Group Urbandale, Iowa $454M AUM 14.41% 1-Year Est. Return

Rainey & Randall Wealth Advisors Celebration, Florida $698M AUM 11.67% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

Meredith Wealth Planning's SCHV Position: Q3 2026 in Review

Meredith Wealth Planning held its Schwab US Large-Cap Value ETF (SCHV) position steady in Q3 2026 at 13,224 shares worth $440K. The position accounts for 0.11% of the portfolio, ranked #53.

Meredith Wealth Planning first reported a position in SCHV in Q2 2025 and has held it in 6 quarters since. The position peaked at $460K in Q2 2026. 534 funds tracked by Wall St. Rank hold SCHV as of Q3 2026.

Meredith Wealth Planning held 13,224 shares of Schwab US Large-Cap Value ETF worth $440K as of Q3 2026.
Meredith Wealth Planning left its Schwab US Large-Cap Value ETF share count unchanged in Q3 2026.
Schwab US Large-Cap Value ETF made up 0.11% of Meredith Wealth Planning's portfolio in Q3 2026, its #53 holding.
Meredith Wealth Planning first reported a position in Schwab US Large-Cap Value ETF in Q2 2025 and has held it in 6 quarters since.
Meredith Wealth Planning's Schwab US Large-Cap Value ETF position peaked at $460K in Q2 2026.
534 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2026.

Based on Meredith Wealth Planning's 13F filing for Q3 2026, filed 14 Oct 2026.