NWM
SCHV

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

Northwest 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 		$260K Buy
+7,459
New +$246K 0.03% 218
2018
Q3 		– Sell
-7,890
Closed -$140K – 534
2018
Q2 		$140K Hold
7,890
– – 0.11% 128
2018
Q1 		$139K Buy
+7,890
New +$145K 0.1% 126

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GAM
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RRWA
Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
SWRP
Summit Wealth & Retirement Planning San Ramon, California $472M AUM 25.49% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

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

Northwest Wealth Management opened a new position in Schwab US Large-Cap Value ETF (SCHV) in Q2 2026: 7,459 shares worth $260K. The stake represents 0.03% of the portfolio and ranks #218 among its holdings. This is a return to the name: Northwest Wealth Management previously reported a position in SCHV as recently as Q2 2018.

Northwest Wealth Management first reported a position in SCHV in Q1 2018 and has held it in 3 quarters since. 426 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Northwest Wealth Management held 7,459 shares of Schwab US Large-Cap Value ETF worth $260K as of Q2 2026.
  • Schwab US Large-Cap Value ETF was a new Northwest Wealth Management position in Q2 2026.
  • Schwab US Large-Cap Value ETF made up 0.03% of Northwest Wealth Management's portfolio in Q2 2026, its #218 holding.
  • Northwest Wealth Management first reported a position in Schwab US Large-Cap Value ETF in Q1 2018 and has held it in 3 quarters since.
  • 426 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

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