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

Parkwoods 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	$325K	Buy	+9,336	New	+$308K	0.05%	127

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SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

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

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

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

Parkwoods Wealth Partners opened a new position in Schwab US Large-Cap Value ETF (SCHV) in Q2 2026: 9,336 shares worth $325K. The stake represents 0.05% of the portfolio and ranks #127 among its holdings.

989 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

Parkwoods Wealth Partners held 9,336 shares of Schwab US Large-Cap Value ETF worth $325K as of Q2 2026.
Schwab US Large-Cap Value ETF was a new Parkwoods Wealth Partners position in Q2 2026.
Schwab US Large-Cap Value ETF made up 0.05% of Parkwoods Wealth Partners's portfolio in Q2 2026, its #127 holding.
989 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

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