PWMG
SCHV

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

Prestige Wealth Management Group’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 		$399K Hold
11,457
– – 0.07% 121
2026
Q1 		$349K Hold
11,457
– – 0.07% 128
2025
Q4 		$339K Hold
11,457
– – 0.06% 134
2025
Q3 		$334K Hold
11,457
– – 0.06% 136
2025
Q2 		$317K Hold
11,457
– – 0.06% 143
2025
Q1 		$305K Hold
11,457
– – 0.07% 135
2024
Q4 		$299K Hold
11,457
– – 0.06% 139
2024
Q3 		$307K Sell
11,457
-2,250
-16% -$57.8K 0.06% 135
2024
Q2 		$341K Hold
13,707
– – 0.07% 109
2024
Q1 		$347K Sell
13,707
-3
-0% -$72 0.07% 118
2023
Q4 		$320K Hold
13,710
– – 0.07% 112
2023
Q3 		$295K Sell
13,710
-2,088
-13% -$46.9K 0.07% 109
2023
Q2 		$353K Hold
15,798
– – 0.08% 110
2023
Q1 		$345K Hold
15,798
– – 0.09% 115
2022
Q4 		$348K Hold
15,798
– – 0.09% 102
2022
Q3 		$308K Sell
15,798
-3
-0% -$65 0.09% 104
2022
Q2 		$329K Hold
15,801
– – 0.09% 104
2022
Q1 		$376K Sell
15,801
-762
-5% -$18K 0.09% 101
2021
Q4 		$404K Sell
16,563
-345
-2% -$8.17K 0.1% 88
2021
Q3 		$380K Sell
16,908
-27
-0.2% -$625 0.1% 83
2021
Q2 		$386K Hold
16,935
– – 0.1% 74
2021
Q1 		$369K Sell
16,935
-1,155
-6% -$24.1K 0.1% 75
2020
Q4 		$359K Sell
18,090
-21
-0.1% -$393 0.1% 82
2020
Q3 		$315K Sell
18,111
-6,531
-27% -$114K 0.1% 89
2020
Q2 		$412K Sell
24,642
-62,409
-72% -$1.02M 0.15% 68
2020
Q1 		$1.28M Sell
87,051
-12,885
-13% -$236K 0.54% 24
2019
Q4 		$2M Buy
99,936
+1,362
+1% +$26.4K 1.1% 17
2019
Q3 		$1.86M Sell
98,574
-372
-0.4% -$6.96K 1.09% 16
2019
Q2 		$1.85M Sell
98,946
-6,528
-6% -$121K 1.12% 15
2019
Q1 		$1.92M Sell
105,474
-5,793
-5% -$103K 1.18% 15
2018
Q4 		$1.83M Buy
+111,267
New +$1.97M 1.35% 15

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

Prestige Wealth Management Group's SCHV Position: Q2 2026 in Review

Prestige Wealth Management Group held its Schwab US Large-Cap Value ETF (SCHV) position steady in Q2 2026 at 11,457 shares worth $399K. The position accounts for 0.07% of the portfolio, ranked #121.

Prestige Wealth Management Group first reported a position in SCHV in Q4 2018 and has held it in 31 quarters since. The position peaked at $2M in Q4 2019. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Prestige Wealth Management Group held 11,457 shares of Schwab US Large-Cap Value ETF worth $399K as of Q2 2026.
  • Prestige Wealth Management Group left its Schwab US Large-Cap Value ETF share count unchanged in Q2 2026.
  • Schwab US Large-Cap Value ETF made up 0.07% of Prestige Wealth Management Group's portfolio in Q2 2026, its #121 holding.
  • Prestige Wealth Management Group first reported a position in Schwab US Large-Cap Value ETF in Q4 2018 and has held it in 31 quarters since.
  • Prestige Wealth Management Group's Schwab US Large-Cap Value ETF position peaked at $2M in Q4 2019.
  • 991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.