SDWMA
SCHV

Schneider Downs Wealth Management Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Schneider Downs Wealth Management 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
Q1 		$8.87M Sell
290,865
-1,454
-0.5% -$45.3K 0.98% 20
2025
Q4 		$8.66M Sell
292,319
-1,102
-0.4% -$32.2K 0.98% 21
2025
Q3 		$8.54M Sell
293,421
-2,550
-0.9% -$72.5K 1.01% 20
2025
Q2 		$8.19M Buy
295,971
+104,747
+55% +$2.75M 1.22% 21
2025
Q1 		$5.08M Buy
191,224
+981
+0.5% +$26.3K 0.92% 23
2024
Q4 		$4.96M Buy
190,243
+25,528
+15% +$689K 0.93% 24
2024
Q3 		$4.41M Buy
164,715
+2,640
+2% +$67.8K 0.9% 22
2024
Q2 		$4M Sell
162,075
-13,929
-8% -$344K 0.89% 22
2024
Q1 		$4.46M Sell
176,004
-113,445
-39% -$2.72M 1.03% 22
2023
Q4 		$6.76M Buy
289,449
+161,877
+127% +$3.54M 1.76% 18
2023
Q3 		$2.74M Sell
127,572
-23,826
-16% -$535K 0.63% 25
2023
Q2 		$3.39M Sell
151,398
-4,134
-3% -$90.3K 0.77% 21
2023
Q1 		$3.4M Buy
155,532
+318
+0.2% +$7.07K 0.7% 21
2022
Q4 		$3.42M Buy
155,214
+29,223
+23% +$633K 0.75% 21
2022
Q3 		$2.46M Sell
125,991
-6
-0% -$129 0.72% 21
2022
Q2 		$2.62M Buy
125,997
+3,498
+3% +$78.5K 0.73% 20
2022
Q1 		$2.92M Buy
122,499
+5,505
+5% +$130K 0.74% 21
2021
Q4 		$2.85M Buy
116,994
+6,792
+6% +$161K 0.68% 22
2021
Q3 		$2.48M Sell
110,202
-585
-0.5% -$13.5K 0.64% 24
2021
Q2 		$2.52M Buy
110,787
+5,802
+6% +$132K 0.65% 24
2021
Q1 		$2.28M Buy
104,985
+41,073
+64% +$856K 0.56% 22
2020
Q4 		$1.27M Buy
63,912
+21,219
+50% +$397K 0.35% 29
2020
Q3 		$743K Buy
42,693
+14,169
+50% +$248K 0.25% 34
2020
Q2 		$476K Hold
28,524
– – 0.16% 44
2020
Q1 		$421K Hold
28,524
– – 0.15% 48
2019
Q4 		$572K Buy
28,524
+15,051
+112% +$292K 0.17% 37
2019
Q3 		$255K Sell
13,473
-81
-0.6% -$1.52K 0.08% 54
2019
Q2 		$254K Hold
13,554
– – 0.09% 57
2019
Q1 		$247K Buy
13,554
+681
+5% +$12.1K 0.09% 57
2018
Q4 		$212K Buy
+12,873
New +$228K 0.09% 60

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 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 $4.02B AUM 20% 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

Schneider Downs Wealth Management Advisors's SCHV Position: Q1 2026 in Review

Schneider Downs Wealth Management Advisors reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 0.5% in Q1 2026, selling an estimated $45.3K and leaving 290,865 shares worth $8.87M. The position accounts for 0.98% of the portfolio, ranked #20.

Schneider Downs Wealth Management Advisors first reported a position in SCHV in Q4 2018 and has held it in 30 quarters since. 964 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

  • Schneider Downs Wealth Management Advisors held 290,865 shares of Schwab US Large-Cap Value ETF worth $8.87M as of Q1 2026.
  • Schneider Downs Wealth Management Advisors sold 1,454 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $45.3K.
  • Schwab US Large-Cap Value ETF made up 0.98% of Schneider Downs Wealth Management Advisors's portfolio in Q1 2026, its #20 holding.
  • Schneider Downs Wealth Management Advisors first reported a position in Schwab US Large-Cap Value ETF in Q4 2018 and has held it in 30 quarters since.
  • 964 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q1 2026, filed 15 May 2026.