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

Seed 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	$1.56M	Hold	44,930	–	–	0.99%	21
2026 Q1	$1.37M	Hold	44,930	–	–	0.94%	21
2025 Q4	$1.33M	Sell	44,930 -70	-0.2%	-$2.05K	0.92%	24
2025 Q3	$1.31M	Sell	45,000 -1,050	-2%	-$29.8K	0.9%	24
2025 Q2	$1.27M	Hold	46,050	–	–	0.95%	29
2025 Q1	$1.22M	Hold	46,050	–	–	1%	24
2024 Q4	$1.2M	Sell	46,050 -945	-2%	-$25.5K	0.97%	26
2024 Q3	$1.26M	Hold	46,995	–	–	1.01%	24
2024 Q2	$1.16M	Sell	46,995 -105	-0.2%	-$2.6K	1.01%	25
2024 Q1	$1.19M	Hold	47,100	–	–	1.13%	23
2023 Q4	$1.1M	Sell	47,100 -660	-1%	-$14.4K	1.11%	25
2023 Q3	$1.03M	Hold	47,760	–	–	1.15%	25
2023 Q2	$1.07M	Sell	47,760 -600	-1%	-$13.1K	1.13%	22
2023 Q1	$1.06M	Hold	48,360	–	–	1.2%	22
2022 Q4	$1.06M	Buy	+48,360	New	+$1.05M	1.22%	18

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

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

Seed Wealth Management held its Schwab US Large-Cap Value ETF (SCHV) position steady in Q2 2026 at 44,930 shares worth $1.56M. The position accounts for 0.99% of the portfolio, ranked #21.

Seed Wealth Management first reported a position in SCHV in Q4 2022 and has held it in 15 quarters since. 990 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

Seed Wealth Management held 44,930 shares of Schwab US Large-Cap Value ETF worth $1.56M as of Q2 2026.
Seed Wealth Management left its Schwab US Large-Cap Value ETF share count unchanged in Q2 2026.
Schwab US Large-Cap Value ETF made up 0.99% of Seed Wealth Management's portfolio in Q2 2026, its #21 holding.
Seed Wealth Management first reported a position in Schwab US Large-Cap Value ETF in Q4 2022 and has held it in 15 quarters since.
990 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Seed Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.