MWM
SCHV

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

Modern 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
Q1 		$1.18M Sell
38,643
-1,410
-4% -$43.9K 0.02% 385
2025
Q4 		$1.19M Buy
40,053
+17,607
+78% +$515K 0.02% 373
2025
Q3 		$653K Buy
+22,446
New +$638K 0.01% 458

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Modern Wealth Management's SCHV Position: Q1 2026 in Review

Modern Wealth Management reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 3.5% in Q1 2026, selling an estimated $43.9K and leaving 38,643 shares worth $1.18M. The position accounts for 0.02% of the portfolio, ranked #385.

Modern Wealth Management first reported a position in SCHV in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.19M in Q4 2025. 962 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

  • Modern Wealth Management held 38,643 shares of Schwab US Large-Cap Value ETF worth $1.18M as of Q1 2026.
  • Modern Wealth Management sold 1,410 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $43.9K.
  • Schwab US Large-Cap Value ETF made up 0.02% of Modern Wealth Management's portfolio in Q1 2026, its #385 holding.
  • Modern Wealth Management first reported a position in Schwab US Large-Cap Value ETF in Q3 2025 and has held it in 3 quarters since.
  • Modern Wealth Management's Schwab US Large-Cap Value ETF position peaked at $1.19M in Q4 2025.
  • 962 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.