OWP
SCHV

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

ORG Wealth Partners’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 		$20.6K Hold
591
– – ﹤0.01% 437
2026
Q1 		$18K Hold
591
– – ﹤0.01% 423
2025
Q4 		$17.5K Hold
591
– – ﹤0.01% 418
2025
Q3 		$17.2K Hold
591
– – ﹤0.01% 418
2025
Q2 		$16.5K Hold
591
– – ﹤0.01% 449
2025
Q1 		$15.7K Buy
+591
New +$15.9K ﹤0.01% 485

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

ORG Wealth Partners's SCHV Position: Q2 2026 in Review

ORG Wealth Partners held its Schwab US Large-Cap Value ETF (SCHV) position steady in Q2 2026 at 591 shares worth $20.6K. The position accounts for ﹤0.01% of the portfolio, ranked #437.

ORG Wealth Partners first reported a position in SCHV in Q1 2025 and has held it in 6 quarters since. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • ORG Wealth Partners held 591 shares of Schwab US Large-Cap Value ETF worth $20.6K as of Q2 2026.
  • ORG Wealth Partners left its Schwab US Large-Cap Value ETF share count unchanged in Q2 2026.
  • Schwab US Large-Cap Value ETF made up ﹤0.01% of ORG Wealth Partners's portfolio in Q2 2026, its #437 holding.
  • ORG Wealth Partners first reported a position in Schwab US Large-Cap Value ETF in Q1 2025 and has held it in 6 quarters since.
  • 991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.