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

Schwallier 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	$498K	Buy	14,293 +57	+0.4%	+$1.88K	0.31%	41
2026 Q1	$434K	Buy	14,236 +58	+0.4%	+$1.81K	0.32%	34
2025 Q4	$441K	Sell	14,178 -1,639	-10%	-$47.9K	0.28%	31
2025 Q3	$460K	Buy	15,817 +1,461	+10%	+$41.5K	0.29%	29
2025 Q2	$397K	Buy	14,356 +65	+0.5%	+$1.71K	0.24%	32
2025 Q1	$380K	Sell	14,291 -808	-5%	-$21.7K	0.28%	36
2024 Q4	$394K	Buy	15,099 +126	+0.8%	+$3.4K	0.3%	26
2024 Q3	$401K	Buy	14,973 +165	+1%	+$4.24K	0.29%	24
2024 Q2	$366K	Sell	14,808 -15,717	-51%	-$388K	0.3%	22
2024 Q1	$773K	Sell	30,525 -300	-1%	-$7.19K	0.62%	18
2023 Q4	$720K	Buy	+30,825	New	+$674K	0.6%	20

Other funds holding SCHV

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

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

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

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

Schwallier Wealth Management increased its Schwab US Large-Cap Value ETF (SCHV) stake by 0.4% in Q2 2026, buying an estimated $1.88K and bringing the position to 14,293 shares worth $498K. The position accounts for 0.31% of the portfolio, ranked #41.

Schwallier Wealth Management first reported a position in SCHV in Q4 2023 and has held it in 11 quarters since. The position peaked at $773K in Q1 2024. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

Schwallier Wealth Management held 14,293 shares of Schwab US Large-Cap Value ETF worth $498K as of Q2 2026.
Schwallier Wealth Management bought 57 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $1.88K.
Schwab US Large-Cap Value ETF made up 0.31% of Schwallier Wealth Management's portfolio in Q2 2026, its #41 holding.
Schwallier Wealth Management first reported a position in Schwab US Large-Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
Schwallier Wealth Management's Schwab US Large-Cap Value ETF position peaked at $773K in Q1 2024.
991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

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