SWM
SCHV

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

Sculati 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 		$704K Hold
23,084
– – 0.26% 78
2025
Q4 		$684K Sell
23,084
-176
-0.8% -$5.14K 0.24% 79
2025
Q3 		$677K Sell
23,260
-396
-2% -$11.3K 0.24% 81
2025
Q2 		$655K Sell
23,656
-5,124
-18% -$135K 0.25% 79
2025
Q1 		$765K Sell
28,780
-5,228
-15% -$140K 0.31% 67
2024
Q4 		$887K Sell
34,008
-2,208
-6% -$59.6K 0.35% 60
2024
Q3 		$970K Sell
36,216
-54,399
-60% -$1.4M 0.39% 60
2024
Q2 		$2.24M Sell
90,615
-96,576
-52% -$2.39M 0.96% 36
2024
Q1 		$4.74M Buy
187,191
+1,389
+0.7% +$33.3K 2.04% 11
2023
Q4 		$4.34M Buy
185,802
+2,712
+1% +$59.3K 2.02% 11
2023
Q3 		$3.93M Buy
183,090
+5,307
+3% +$119K 2.01% 11
2023
Q2 		$3.98M Buy
177,783
+8,421
+5% +$184K 2% 11
2023
Q1 		$3.7M Sell
169,362
-432
-0.3% -$9.6K 1.97% 10
2022
Q4 		$3.74M Buy
169,794
+4,650
+3% +$101K 2.1% 9
2022
Q3 		$3.22M Buy
165,144
+2,937
+2% +$63.2K 1.9% 10
2022
Q2 		$3.38M Buy
162,207
+8,250
+5% +$185K 1.93% 10
2022
Q1 		$3.66M Buy
153,957
+6,723
+5% +$159K 1.79% 11
2021
Q4 		$3.59M Buy
147,234
+2,895
+2% +$68.6K 1.74% 11
2021
Q3 		$3.25M Buy
144,339
+1,620
+1% +$37.5K 1.72% 14
2021
Q2 		$3.25M Buy
142,719
+1,365
+1% +$31K 1.72% 13
2021
Q1 		$3.08M Buy
141,354
+4,740
+3% +$98.7K 1.77% 10
2020
Q4 		$2.71M Buy
136,614
+1,995
+1% +$37.3K 1.78% 13
2020
Q3 		$2.34M Buy
134,619
+507
+0.4% +$8.87K 1.75% 13
2020
Q2 		$2.24M Buy
134,112
+4,068
+3% +$66.4K 1.89% 11
2020
Q1 		$1.92M Buy
130,044
+7,941
+7% +$146K 2.11% 9
2019
Q4 		$2.45M Buy
+122,103
New +$2.37M 2.19% 9

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

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

Sculati Wealth Management held its Schwab US Large-Cap Value ETF (SCHV) position steady in Q1 2026 at 23,084 shares worth $704K. The position accounts for 0.26% of the portfolio, ranked #78.

Sculati Wealth Management first reported a position in SCHV in Q4 2019 and has held it in 26 quarters since. The position peaked at $4.74M in Q1 2024. 962 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

  • Sculati Wealth Management held 23,084 shares of Schwab US Large-Cap Value ETF worth $704K as of Q1 2026.
  • Sculati Wealth Management left its Schwab US Large-Cap Value ETF share count unchanged in Q1 2026.
  • Schwab US Large-Cap Value ETF made up 0.26% of Sculati Wealth Management's portfolio in Q1 2026, its #78 holding.
  • Sculati Wealth Management first reported a position in Schwab US Large-Cap Value ETF in Q4 2019 and has held it in 26 quarters since.
  • Sculati Wealth Management's Schwab US Large-Cap Value ETF position peaked at $4.74M in Q1 2024.
  • 962 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

Based on Sculati Wealth Management's 13F filing for Q1 2026, filed 9 Apr 2026.