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
Q1 		$885 Hold
29
– – ﹤0.01% 559
2025
Q4 		$859 Buy
+29
New +$848 ﹤0.01% 569

Other funds holding SCHV

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SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
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
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
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Quaker Wealth Management's SCHV Position: Q1 2026 in Review

Quaker Wealth Management held its Schwab US Large-Cap Value ETF (SCHV) position steady in Q1 2026 at 29 shares worth $885. The position accounts for ﹤0.01% of the portfolio, ranked #559.

Quaker Wealth Management first reported a position in SCHV in Q4 2025 and has held it in 2 quarters since. 962 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

  • Quaker Wealth Management held 29 shares of Schwab US Large-Cap Value ETF worth $885 as of Q1 2026.
  • Quaker Wealth Management left its Schwab US Large-Cap Value ETF share count unchanged in Q1 2026.
  • Schwab US Large-Cap Value ETF made up ﹤0.01% of Quaker Wealth Management's portfolio in Q1 2026, its #559 holding.
  • Quaker Wealth Management first reported a position in Schwab US Large-Cap Value ETF in Q4 2025 and has held it in 2 quarters since.
  • 962 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

Based on Quaker Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.