NG
SCHV

NWK Group’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

NWK Group’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 		$123K Hold
3,524
– – 0.04% 59
2026
Q1 		$107K Buy
3,524
+2,108
+149% +$65.7K 0.04% 54
2025
Q4 		$41.9K Hold
1,416
– – 0.01% 57
2025
Q3 		$41.2K Hold
1,416
– – 0.01% 59
2025
Q2 		$39.2K Hold
1,416
– – 0.01% 58
2025
Q1 		$37.6K Hold
1,416
– – 0.02% 55
2024
Q4 		$36.9K Hold
1,416
– – 0.01% 61
2024
Q3 		$37.9K Hold
1,416
– – 0.02% 61
2024
Q2 		$35K Hold
1,416
– – 0.01% 52
2024
Q1 		$35.9K Hold
1,416
– – 0.02% 54
2023
Q4 		$33.1K Hold
1,416
– – 0.02% 55
2023
Q3 		$30.4K Hold
1,416
– – 0.02% 52
2023
Q2 		$31.7K Buy
1,416
+45
+3% +$983 0.02% 55
2023
Q1 		$30K Hold
1,371
– – 0.02% 59
2022
Q4 		$30.2K Buy
1,371
+48
+4% +$1.04K 0.02% 56
2022
Q3 		$26K Hold
1,323
– – 0.02% 54
2022
Q2 		$28K Buy
1,323
+66
+5% +$1.48K 0.02% 67
2022
Q1 		$30K Buy
1,257
+183
+17% +$4.33K 0.02% 70
2021
Q4 		$26K Buy
+1,074
New +$25.4K 0.01% 77

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
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
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Osaic Holdings
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
SC
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

NWK Group's SCHV Position: Q2 2026 in Review

NWK Group held its Schwab US Large-Cap Value ETF (SCHV) position steady in Q2 2026 at 3,524 shares worth $123K. The position accounts for 0.04% of the portfolio, ranked #59.

NWK Group first reported a position in SCHV in Q4 2021 and has held it in 19 quarters since. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • NWK Group held 3,524 shares of Schwab US Large-Cap Value ETF worth $123K as of Q2 2026.
  • NWK Group left its Schwab US Large-Cap Value ETF share count unchanged in Q2 2026.
  • Schwab US Large-Cap Value ETF made up 0.04% of NWK Group's portfolio in Q2 2026, its #59 holding.
  • NWK Group first reported a position in Schwab US Large-Cap Value ETF in Q4 2021 and has held it in 19 quarters since.
  • 991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on NWK Group's 13F filing for Q2 2026, filed 10 Aug 2026.