Sheets Smith Wealth Management
SCHV icon

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

Sheets Smith 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
Q3 		– Sell
-5,977
Closed -$208K – 412
2026
Q2 		$208K Buy
+5,977
New +$197K 0.02% 400

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HWM
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VC
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Sheets Smith Wealth Management's SCHV Position: Q3 2026 in Review

Sheets Smith Wealth Management sold out of Schwab US Large-Cap Value ETF (SCHV) in Q3 2026, closing a stake of 5,977 shares — an estimated $208K sold.

Sheets Smith Wealth Management first reported a position in SCHV in Q2 2026 and held it in 1 quarter. The position peaked at $208K in Q2 2026. 182 funds tracked by Wall St. Rank hold SCHV as of Q3 2026.

  • Sheets Smith Wealth Management reported no remaining Schwab US Large-Cap Value ETF position as of Q3 2026 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 5,977 Schwab US Large-Cap Value ETF shares in Q3 2026, an estimated $208K.
  • Sheets Smith Wealth Management first reported a position in Schwab US Large-Cap Value ETF in Q2 2026 and held it in 1 quarter.
  • Sheets Smith Wealth Management's Schwab US Large-Cap Value ETF position peaked at $208K in Q2 2026.
  • 182 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2026.

Based on Sheets Smith Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.