QWM
SCHV

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

Quaker 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 		$1.01K Hold
29
– – ﹤0.01% 577
2026
Q1 		$885 Hold
29
– – ﹤0.01% 559
2025
Q4 		$859 Buy
+29
New +$848 ﹤0.01% 569

Other funds holding SCHV

Financial Engines Advisors
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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

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

Quaker Wealth Management held its Schwab US Large-Cap Value ETF (SCHV) position steady in Q2 2026 at 29 shares worth $1.01K. The position accounts for ﹤0.01% of the portfolio, ranked #577.

Quaker Wealth Management first reported a position in SCHV in Q4 2025 and has held it in 3 quarters since. 995 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Quaker Wealth Management held 29 shares of Schwab US Large-Cap Value ETF worth $1.01K as of Q2 2026.
  • Quaker Wealth Management left its Schwab US Large-Cap Value ETF share count unchanged in Q2 2026.
  • Schwab US Large-Cap Value ETF made up ﹤0.01% of Quaker Wealth Management's portfolio in Q2 2026, its #577 holding.
  • Quaker Wealth Management first reported a position in Schwab US Large-Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 995 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Quaker Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.