MS
SCHV

Monetary Solutions’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Monetary Solutions’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 		$2.37M Sell
68,112
-279
-0.4% -$9.19K 2.04% 13
2026
Q1 		$2.09M Sell
68,391
-1,785
-3% -$55.6K 2.02% 13
2025
Q4 		$2.08M Buy
+70,176
New +$2.05M 2.05% 12

Other funds holding SCHV

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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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

Monetary Solutions's SCHV Position: Q2 2026 in Review

Monetary Solutions reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 0.41% in Q2 2026, selling an estimated $9.19K and leaving 68,112 shares worth $2.37M. The position accounts for 2.04% of the portfolio, ranked #13.

Monetary Solutions first reported a position in SCHV in Q4 2025 and has held it in 3 quarters since. 835 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Monetary Solutions held 68,112 shares of Schwab US Large-Cap Value ETF worth $2.37M as of Q2 2026.
  • Monetary Solutions sold 279 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $9.19K.
  • Schwab US Large-Cap Value ETF made up 2.04% of Monetary Solutions's portfolio in Q2 2026, its #13 holding.
  • Monetary Solutions first reported a position in Schwab US Large-Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 835 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Monetary Solutions's 13F filing for Q2 2026, filed 23 Jul 2026.