OWM
SCHV

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

Opes 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
Q1 		$10.5M Sell
345,416
-1,867
-0.5% -$58.2K 1.73% 17
2025
Q4 		$10.3M Buy
347,283
+2,069
+0.6% +$60.5K 1.68% 16
2025
Q3 		$10M Buy
345,214
+1,279
+0.4% +$36.3K 1.74% 16
2025
Q2 		$9.52M Buy
343,935
+15,084
+5% +$396K 1.69% 17
2025
Q1 		$8.74M Buy
328,851
+16,203
+5% +$435K 1.76% 17
2024
Q4 		$8.15M Buy
312,648
+4,920
+2% +$133K 1.67% 17
2024
Q3 		$8.24M Sell
307,728
-2,712
-0.9% -$69.7K 1.59% 19
2024
Q2 		$7.67M Buy
310,440
+408
+0.1% +$10.1K 1.6% 18
2024
Q1 		$7.85M Buy
310,032
+3,786
+1% +$90.8K 1.81% 17
2023
Q4 		$7.16M Sell
306,246
-690
-0.2% -$15.1K 1.72% 18
2023
Q3 		$6.6M Buy
306,936
+2,016
+0.7% +$45.3K 1.83% 18
2023
Q2 		$6.82M Buy
304,920
+4,872
+2% +$106K 1.93% 14
2023
Q1 		$6.56M Buy
300,048
+948
+0.3% +$21.1K 2.11% 14
2022
Q4 		$6.58M Buy
299,100
+2,403
+0.8% +$52K 2.39% 9
2022
Q3 		$5.79M Buy
296,697
+7,419
+3% +$160K 2.31% 12
2022
Q2 		$6.02M Sell
289,278
-13,533
-4% -$304K 2.41% 13
2022
Q1 		$7.21M Sell
302,811
-5,598
-2% -$133K 2.35% 11
2021
Q4 		$7.53M Sell
308,409
-77,301
-20% -$1.83M 2.34% 11
2021
Q3 		$8.68M Buy
385,710
+6,048
+2% +$140K 3.07% 7
2021
Q2 		$8.65M Sell
379,662
-20,583
-5% -$467K 3.2% 7
2021
Q1 		$8.71M Sell
400,245
-32,583
-8% -$679K 3.4% 6
2020
Q4 		$8.59M Sell
432,828
-627
-0.1% -$11.7K 4.14% 6
2020
Q3 		$7.54M Sell
433,455
-10,593
-2% -$185K 3.6% 8
2020
Q2 		$7.42M Buy
444,048
+5,835
+1% +$95.3K 3.78% 7
2020
Q1 		$6.47M Sell
438,213
-10,170
-2% -$186K 4.87% 5
2019
Q4 		$8.99M Sell
448,383
-15,990
-3% -$310K 5.51% 6
2019
Q3 		$8.78M Sell
464,373
-4,563
-1% -$85.4K 5.8% 6
2019
Q2 		$8.78M Sell
468,936
-1,500
-0.3% -$27.7K 6% 6
2019
Q1 		$8.58M Buy
+470,436
New +$8.35M 6.27% 6

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Opes Wealth Management's SCHV Position: Q1 2026 in Review

Opes Wealth Management reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 0.54% in Q1 2026, selling an estimated $58.2K and leaving 345,416 shares worth $10.5M. The position accounts for 1.73% of the portfolio, ranked #17.

Opes Wealth Management first reported a position in SCHV in Q1 2019 and has held it in 29 quarters since. 962 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

  • Opes Wealth Management held 345,416 shares of Schwab US Large-Cap Value ETF worth $10.5M as of Q1 2026.
  • Opes Wealth Management sold 1,867 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $58.2K.
  • Schwab US Large-Cap Value ETF made up 1.73% of Opes Wealth Management's portfolio in Q1 2026, its #17 holding.
  • Opes Wealth Management first reported a position in Schwab US Large-Cap Value ETF in Q1 2019 and has held it in 29 quarters since.
  • 962 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

Based on Opes Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.