PGWA
SCHV

Plus Group Wealth Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Plus Group Wealth Advisors’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 		$9.28M Buy
266,466
+4,734
+2% +$156K 8.72% 2
2026
Q1 		$7.98M Buy
261,732
+6,487
+3% +$202K 8.78% 3
2025
Q4 		$7.56M Buy
+255,245
New +$7.46M 8.38% 3

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

Plus Group Wealth Advisors's SCHV Position: Q2 2026 in Review

Plus Group Wealth Advisors increased its Schwab US Large-Cap Value ETF (SCHV) stake by 1.8% in Q2 2026, buying an estimated $156K and bringing the position to 266,466 shares worth $9.28M. The position accounts for 8.72% of the portfolio, ranked #2.

Plus Group Wealth Advisors first reported a position in SCHV in Q4 2025 and has held it in 3 quarters since. 990 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Plus Group Wealth Advisors held 266,466 shares of Schwab US Large-Cap Value ETF worth $9.28M as of Q2 2026.
  • Plus Group Wealth Advisors bought 4,734 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $156K.
  • Schwab US Large-Cap Value ETF made up 8.72% of Plus Group Wealth Advisors's portfolio in Q2 2026, its #2 holding.
  • Plus Group Wealth Advisors first reported a position in Schwab US Large-Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 990 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Plus Group Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.