PWM
SCHV

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

Partners 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
Q2 		$1.09M Sell
31,412
-330
-1% -$10.9K 1.07% 21
2026
Q1 		$968K Sell
31,742
-141
-0.4% -$4.39K 1% 27
2025
Q4 		$944K Sell
31,883
-802
-2% -$23.4K 0.99% 31
2025
Q3 		$951K Sell
32,685
-730
-2% -$20.7K 0.94% 29
2025
Q2 		$888K Hold
33,415
– – 1.01% 32
2025
Q1 		$888K Hold
33,415
– – 1.01% 32
2024
Q4 		$871K Buy
+33,415
New +$902K 0.99% 31

Other funds holding SCHV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
NCMW
Northern Capital Management (Washington) Spokane, Washington $235M AUM 26.11% 1-Year Est. Return
HWM
HRC Wealth Management Moscow, Idaho $244M AUM 21.86% 1-Year Est. Return
VC
Veery Capital Wilmington, Delaware $372M AUM 21.43% 1-Year Est. Return
BMWS
Brady Martz Wealth Solutions Grand Forks, North Dakota $662M AUM 22.48% 1-Year Est. Return

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

Partners Wealth Management reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 1% in Q2 2026, selling an estimated $10.9K and leaving 31,412 shares worth $1.09M. The position accounts for 1.07% of the portfolio, ranked #21.

Partners Wealth Management first reported a position in SCHV in Q4 2024 and has held it in 7 quarters since. 310 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Partners Wealth Management held 31,412 shares of Schwab US Large-Cap Value ETF worth $1.09M as of Q2 2026.
  • Partners Wealth Management sold 330 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $10.9K.
  • Schwab US Large-Cap Value ETF made up 1.07% of Partners Wealth Management's portfolio in Q2 2026, its #21 holding.
  • Partners Wealth Management first reported a position in Schwab US Large-Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 310 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Partners Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.