SWA
SCHV

Serenus Wealth Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Serenus Wealth 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
Q2 		$240K Hold
6,891
– – 0.04% 64
2026
Q1 		$210K Hold
6,891
– – 0.04% 66
2025
Q4 		$204K Hold
6,891
– – 0.04% 69
2025
Q3 		$201K Buy
+6,891
New +$196K 0.03% 64

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Envestnet Asset Management
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
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Osaic Holdings
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
SC
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

Serenus Wealth Advisors's SCHV Position: Q2 2026 in Review

Serenus Wealth Advisors held its Schwab US Large-Cap Value ETF (SCHV) position steady in Q2 2026 at 6,891 shares worth $240K. The position accounts for 0.04% of the portfolio, ranked #64.

Serenus Wealth Advisors first reported a position in SCHV in Q3 2025 and has held it in 4 quarters since. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Serenus Wealth Advisors held 6,891 shares of Schwab US Large-Cap Value ETF worth $240K as of Q2 2026.
  • Serenus Wealth Advisors left its Schwab US Large-Cap Value ETF share count unchanged in Q2 2026.
  • Schwab US Large-Cap Value ETF made up 0.04% of Serenus Wealth Advisors's portfolio in Q2 2026, its #64 holding.
  • Serenus Wealth Advisors first reported a position in Schwab US Large-Cap Value ETF in Q3 2025 and has held it in 4 quarters since.
  • 991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Serenus Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.