MWM
SCHV

Mission Wealth Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Mission Wealth Management’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 		$3.57M Buy
102,488
+24,331
+31% +$801K 0.04% 225
2026
Q1 		$2.38M Sell
78,157
-13,436
-15% -$419K 0.05% 193
2025
Q4 		$2.71M Sell
91,593
-9,421
-9% -$275K 0.05% 183
2025
Q3 		$2.94M Sell
101,014
-7,586
-7% -$216K 0.06% 173
2025
Q2 		$3M Buy
108,600
+99,123
+1,046% +$2.61M 0.06% 165
2025
Q1 		$252K Hold
9,477
– – 0.01% 589
2024
Q4 		$247K Hold
9,477
– – 0.01% 579
2024
Q3 		$254K Hold
9,477
– – 0.01% 578
2024
Q2 		$234K Sell
9,477
-5,517
-37% -$136K 0.01% 579
2024
Q1 		$380K Buy
14,994
+5,517
+58% +$132K 0.01% 500
2023
Q4 		$221K Sell
9,477
-11,091
-54% -$243K 0.01% 527
2023
Q3 		$442K Sell
20,568
-11,373
-36% -$255K 0.02% 364
2023
Q2 		$714K Buy
31,941
+22,464
+237% +$490K 0.03% 284
2023
Q1 		$207K Sell
9,477
-9,765
-51% -$217K 0.01% 504
2022
Q4 		$423K Buy
19,242
+1,167
+6% +$25.3K 0.02% 352
2022
Q3 		$353K Buy
+18,075
New +$389K 0.02% 358
2022
Q1 		– Sell
-8,310
Closed -$203K – 563
2021
Q4 		$203K Buy
+8,310
New +$197K 0.01% 515

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Envestnet Asset Management
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
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Osaic Holdings
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
SC
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

Mission Wealth Management's SCHV Position: Q2 2026 in Review

Mission Wealth Management increased its Schwab US Large-Cap Value ETF (SCHV) stake by 31% in Q2 2026, buying an estimated $801K and bringing the position to 102,488 shares worth $3.57M. The position accounts for 0.04% of the portfolio, ranked #225.

Mission Wealth Management first reported a position in SCHV in Q4 2021 and has held it in 17 quarters since. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Mission Wealth Management held 102,488 shares of Schwab US Large-Cap Value ETF worth $3.57M as of Q2 2026.
  • Mission Wealth Management bought 24,331 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $801K.
  • Schwab US Large-Cap Value ETF made up 0.04% of Mission Wealth Management's portfolio in Q2 2026, its #225 holding.
  • Mission Wealth Management first reported a position in Schwab US Large-Cap Value ETF in Q4 2021 and has held it in 17 quarters since.
  • 991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.