Summit Wealth Group, LLC/OK’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Summit Wealth Group, LLC/OK’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 Q3	$1.56M	Sell	46,806 -16,280	-26%	-$560K	2.64%	14
2026 Q2	$2.2M	Sell	63,086 -362	-0.6%	-$11.9K	2.85%	13
2026 Q1	$1.94M	Sell	63,448 -2,603	-4%	-$81.1K	2.7%	13
2025 Q4	$1.96M	Buy	+66,051	New	+$1.93M	2.02%	13

Other funds holding SCHV

Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return

Mokosak Advisory Group Urbandale, Iowa $454M AUM 14.41% 1-Year Est. Return

Rainey & Randall Wealth Advisors Celebration, Florida $698M AUM 11.67% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Summit Wealth Group, LLC/OK's SCHV Position: Q3 2026 in Review

Summit Wealth Group, LLC/OK reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 26% in Q3 2026, selling an estimated $560K and leaving 46,806 shares worth $1.56M. The position accounts for 2.64% of the portfolio, ranked #14.

Summit Wealth Group, LLC/OK first reported a position in SCHV in Q4 2025 and has held it in 4 quarters since. The position peaked at $2.2M in Q2 2026. 678 funds tracked by Wall St. Rank hold SCHV as of Q3 2026.

Summit Wealth Group, LLC/OK held 46,806 shares of Schwab US Large-Cap Value ETF worth $1.56M as of Q3 2026.
Summit Wealth Group, LLC/OK sold 16,280 Schwab US Large-Cap Value ETF shares in Q3 2026, an estimated $560K.
Schwab US Large-Cap Value ETF made up 2.64% of Summit Wealth Group, LLC/OK's portfolio in Q3 2026, its #14 holding.
Summit Wealth Group, LLC/OK first reported a position in Schwab US Large-Cap Value ETF in Q4 2025 and has held it in 4 quarters since.
Summit Wealth Group, LLC/OK's Schwab US Large-Cap Value ETF position peaked at $2.2M in Q2 2026.
678 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2026.

Based on Summit Wealth Group, LLC/OK's 13F filing for Q3 2026, filed 10 Nov 2026.