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

Perissos Private 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	$234K	Buy	7,676 +23	+0.3%	+$717	0.2%	63
2025 Q4	$227K	Buy	7,653 +27	+0.4%	+$789	0.2%	68
2025 Q3	$222K	Buy	7,626 +24	+0.3%	+$682	0.16%	73
2025 Q2	$210K	Buy	7,602 +25	+0.3%	+$657	0.17%	68
2025 Q1	$201K	Buy	+7,577	New	+$203K	0.18%	72
2024 Q4	–	Sell	-7,524	Closed	-$202K	–	91
2024 Q3	$202K	Buy	+7,524	New	+$193K	0.16%	84

Other funds holding SCHV

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 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 New York $52.8B AUM 15.34% 1-Year Est. Return

Perissos Private Wealth Management's SCHV Position: Q1 2026 in Review

Perissos Private Wealth Management increased its Schwab US Large-Cap Value ETF (SCHV) stake by 0.3% in Q1 2026, buying an estimated $717 and bringing the position to 7,676 shares worth $234K. The position accounts for 0.2% of the portfolio, ranked #63.

Perissos Private Wealth Management first reported a position in SCHV in Q3 2024 and has held it in 6 quarters since. 962 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

Perissos Private Wealth Management held 7,676 shares of Schwab US Large-Cap Value ETF worth $234K as of Q1 2026.
Perissos Private Wealth Management bought 23 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $717.
Schwab US Large-Cap Value ETF made up 0.2% of Perissos Private Wealth Management's portfolio in Q1 2026, its #63 holding.
Perissos Private Wealth Management first reported a position in Schwab US Large-Cap Value ETF in Q3 2024 and has held it in 6 quarters since.
962 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

Based on Perissos Private Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.