SPWM
SCHV

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

Schrum Private 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 		$428K Buy
14,031
+5
+0% +$156 0.33% 77
2025
Q4 		$415K Sell
14,026
-894
-6% -$26.1K 0.31% 75
2025
Q3 		$434K Sell
14,920
-621
-4% -$17.6K 0.32% 76
2025
Q2 		$430K Sell
15,541
-226
-1% -$5.94K 0.34% 72
2025
Q1 		$419K Sell
15,767
-334
-2% -$8.96K 0.37% 70
2024
Q4 		$420K Sell
16,101
-16,089
-50% -$434K 0.36% 68
2024
Q3 		$862K Buy
32,190
+16,107
+100% +$414K 0.45% 56
2024
Q2 		$397K Hold
16,083
– – 0.36% 71
2024
Q1 		$407K Buy
16,083
+6
+0% +$144 0.37% 70
2023
Q4 		$376K Buy
16,077
+12
+0.1% +$262 0.53% 53
2023
Q3 		$345K Buy
16,065
+6
+0% +$135 0.39% 68
2023
Q2 		$359K Buy
16,059
+3
+0% +$66 0.39% 66
2023
Q1 		$351K Buy
16,056
+6
+0% +$133 0.41% 69
2022
Q4 		$353K Buy
16,050
+3
+0% +$65 0.42% 66
2022
Q3 		$313K Buy
16,047
+4,446
+38% +$95.7K 0.39% 74
2022
Q2 		$241K Sell
11,601
-2,109
-15% -$47.3K 0.27% 97
2022
Q1 		$313K Buy
13,710
+924
+7% +$21.9K 0.31% 87
2021
Q4 		$311K Buy
+12,786
New +$303K 0.28% 93

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 $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

Schrum Private Wealth Management's SCHV Position: Q1 2026 in Review

Schrum Private Wealth Management increased its Schwab US Large-Cap Value ETF (SCHV) stake by 0.04% in Q1 2026, buying an estimated $156 and bringing the position to 14,031 shares worth $428K. The position accounts for 0.33% of the portfolio, ranked #77.

Schrum Private Wealth Management first reported a position in SCHV in Q4 2021 and has held it in 18 quarters since. The position peaked at $862K in Q3 2024. 962 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

  • Schrum Private Wealth Management held 14,031 shares of Schwab US Large-Cap Value ETF worth $428K as of Q1 2026.
  • Schrum Private Wealth Management bought 5 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $156.
  • Schwab US Large-Cap Value ETF made up 0.33% of Schrum Private Wealth Management's portfolio in Q1 2026, its #77 holding.
  • Schrum Private Wealth Management first reported a position in Schwab US Large-Cap Value ETF in Q4 2021 and has held it in 18 quarters since.
  • Schrum Private Wealth Management's Schwab US Large-Cap Value ETF position peaked at $862K in Q3 2024.
  • 962 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

Based on Schrum Private Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.