MWP
SCHV

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

Meriwether 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 		$23.4M Buy
671,004
+14,978
+2% +$493K 11.58% 1
2026
Q1 		$20M Sell
656,026
-107,742
-14% -$3.36M 10.96% 1
2025
Q4 		$22.6M Buy
763,768
+28,226
+4% +$825K 12.75% 2
2025
Q3 		$21.4M Buy
735,542
+40,249
+6% +$1.14M 12.41% 2
2025
Q2 		$19.2M Buy
695,293
+27,291
+4% +$717K 12.06% 2
2025
Q1 		$17.8M Buy
668,002
+118,031
+21% +$3.17M 11.59% 1
2024
Q4 		$14.3M Buy
+549,971
New +$14.8M 10.21% 2

Other funds holding SCHV

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
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
HWM
HRC Wealth Management Moscow, Idaho $244M AUM 21.86% 1-Year Est. Return
VC
Veery Capital Wilmington, Delaware $372M AUM 21.43% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Meriwether Wealth & Planning's SCHV Position: Q2 2026 in Review

Meriwether Wealth & Planning increased its Schwab US Large-Cap Value ETF (SCHV) stake by 2.3% in Q2 2026, buying an estimated $493K and bringing the position to 671,004 shares worth $23.4M. The position accounts for 11.58% of the portfolio, ranked #1.

Meriwether Wealth & Planning first reported a position in SCHV in Q4 2024 and has held it in 7 quarters since. 189 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Meriwether Wealth & Planning held 671,004 shares of Schwab US Large-Cap Value ETF worth $23.4M as of Q2 2026.
  • Meriwether Wealth & Planning bought 14,978 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $493K.
  • Schwab US Large-Cap Value ETF made up 11.58% of Meriwether Wealth & Planning's portfolio in Q2 2026, its #1 holding.
  • Meriwether Wealth & Planning first reported a position in Schwab US Large-Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 189 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q2 2026, filed 8 Jul 2026.