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

NewEdge Wealth’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	$3.3M	Buy	94,850 +354	+0.4%	+$11.7K	0.03%	334
2026 Q1	$2.88M	Sell	94,496 -25,970	-22%	-$809K	0.03%	337
2025 Q4	$3.57M	Buy	120,466 +25,970	+27%	+$759K	0.04%	314
2025 Q3	$2.73M	Buy	94,496 +6,237	+7%	+$177K	0.04%	322
2025 Q2	$2.46M	Buy	+88,259	New	+$2.32M	0.04%	338

Other funds holding SCHV

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

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

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

NewEdge Wealth's SCHV Position: Q2 2026 in Review

NewEdge Wealth increased its Schwab US Large-Cap Value ETF (SCHV) stake by 0.37% in Q2 2026, buying an estimated $11.7K and bringing the position to 94,850 shares worth $3.3M. The position accounts for 0.03% of the portfolio, ranked #334.

NewEdge Wealth first reported a position in SCHV in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.57M in Q4 2025. 990 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

NewEdge Wealth held 94,850 shares of Schwab US Large-Cap Value ETF worth $3.3M as of Q2 2026.
NewEdge Wealth bought 354 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $11.7K.
Schwab US Large-Cap Value ETF made up 0.03% of NewEdge Wealth's portfolio in Q2 2026, its #334 holding.
NewEdge Wealth first reported a position in Schwab US Large-Cap Value ETF in Q2 2025 and has held it in 5 quarters since.
NewEdge Wealth's Schwab US Large-Cap Value ETF position peaked at $3.57M in Q4 2025.
990 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.