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

Modera 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	$3.02M	Hold	86,666	–	–	0.03%	234
2026 Q1	$2.64M	Sell	86,666 -38,832	-31%	-$1.21M	0.03%	232
2025 Q4	$3.72M	Sell	125,498 -90	-0.1%	-$2.63K	0.04%	212
2025 Q3	$3.66M	Buy	125,588 +4,846	+4%	+$138K	0.04%	210
2025 Q2	$3.34M	Buy	120,742 +404	+0.3%	+$10.6K	0.04%	213
2025 Q1	$3.2M	Buy	120,338 +6,132	+5%	+$165K	0.04%	211
2024 Q4	$2.98M	Buy	114,206 +81,884	+253%	+$2.21M	0.04%	216
2024 Q3	$866K	Sell	32,322 -7,092	-18%	-$182K	0.01%	331
2024 Q2	$973K	Sell	39,414 -1,719	-4%	-$42.5K	0.01%	296
2024 Q1	$1.04M	Sell	41,133 -1,467	-3%	-$35.2K	0.02%	296
2023 Q4	$995K	Sell	42,600 -1,623	-4%	-$35.5K	0.02%	287
2023 Q3	$950K	Sell	44,223 -1,221	-3%	-$27.4K	0.02%	291
2023 Q2	$1.02M	Buy	+45,444	New	+$992K	0.02%	295

Other funds holding SCHV

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

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

MAG

Mokosak Advisory Group Urbandale, Iowa $462M AUM 25.98% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

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

Modera Wealth Management held its Schwab US Large-Cap Value ETF (SCHV) position steady in Q2 2026 at 86,666 shares worth $3.02M. The position accounts for 0.03% of the portfolio, ranked #234.

Modera Wealth Management first reported a position in SCHV in Q2 2023 and has held it in 13 quarters since. The position peaked at $3.72M in Q4 2025. 677 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

Modera Wealth Management held 86,666 shares of Schwab US Large-Cap Value ETF worth $3.02M as of Q2 2026.
Modera Wealth Management left its Schwab US Large-Cap Value ETF share count unchanged in Q2 2026.
Schwab US Large-Cap Value ETF made up 0.03% of Modera Wealth Management's portfolio in Q2 2026, its #234 holding.
Modera Wealth Management first reported a position in Schwab US Large-Cap Value ETF in Q2 2023 and has held it in 13 quarters since.
Modera Wealth Management's Schwab US Large-Cap Value ETF position peaked at $3.72M in Q4 2025.
677 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.