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

Silverlake 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	–	Sell	-8,754	Closed	-$267K	–	406
2026 Q1	$267K	Buy	8,754 +841	+11%	+$26.2K	0.06%	303
2025 Q4	$234K	Buy	+7,913	New	+$231K	0.05%	307
2024 Q4	–	Sell	-7,710	Closed	-$207K	–	284
2024 Q3	$207K	Buy	+7,710	New	+$198K	0.08%	256
2023 Q4	–	Sell	-19,755	Closed	-$424K	–	246
2023 Q3	$424K	Sell	19,755 -7,653	-28%	-$172K	0.24%	114
2023 Q2	$613K	Sell	27,408 -540	-2%	-$11.8K	0.34%	71
2023 Q1	$611K	Sell	27,948 -12,552	-31%	-$279K	0.37%	67
2022 Q4	$891K	Sell	40,500 -327	-0.8%	-$7.08K	0.56%	46
2022 Q3	$796K	Sell	40,827 -957	-2%	-$20.6K	0.54%	49
2022 Q2	$869K	Buy	41,784 +1,737	+4%	+$39K	0.57%	48
2022 Q1	$953K	Buy	+40,047	New	+$948K	0.54%	52

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

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

Silverlake Wealth Management sold out of Schwab US Large-Cap Value ETF (SCHV) in Q2 2026, closing a stake of 8,754 shares — an estimated $267K sold.

Silverlake Wealth Management first reported a position in SCHV in Q1 2022 and held it in 10 quarters. The position peaked at $953K in Q1 2022. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

Silverlake Wealth Management reported no remaining Schwab US Large-Cap Value ETF position as of Q2 2026 after selling out during the quarter.
Silverlake Wealth Management sold 8,754 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $267K.
Silverlake Wealth Management first reported a position in Schwab US Large-Cap Value ETF in Q1 2022 and held it in 10 quarters.
Silverlake Wealth Management's Schwab US Large-Cap Value ETF position peaked at $953K in Q1 2022.
991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Silverlake Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.