SIMA Wealth Partners’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

SIMA Wealth Partners’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	$1.89M	Sell	54,238 -600	-1%	-$19.8K	1.34%	15
2026 Q1	$1.67M	Sell	54,838 -3,143	-5%	-$97.9K	1.27%	15
2025 Q4	$1.72M	Sell	57,981 -5,953	-9%	-$174K	1.31%	15
2025 Q3	$1.86M	Sell	63,934 -1,195	-2%	-$34K	1.42%	15
2025 Q2	$1.8M	Sell	65,129 -2,111	-3%	-$55.5K	1.45%	15
2025 Q1	$1.79M	Sell	67,240 -2,438	-3%	-$65.4K	1.48%	17
2024 Q4	$1.82M	Sell	69,678 -6,420	-8%	-$173K	1.54%	17
2024 Q3	$2.04M	Sell	76,098 -1,020	-1%	-$26.2K	1.77%	16
2024 Q2	$1.9M	Buy	+77,118	New	+$1.91M	1.82%	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

SIMA Wealth Partners's SCHV Position: Q2 2026 in Review

SIMA Wealth Partners reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 1.1% in Q2 2026, selling an estimated $19.8K and leaving 54,238 shares worth $1.89M. The position accounts for 1.34% of the portfolio, ranked #15.

SIMA Wealth Partners first reported a position in SCHV in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.04M in Q3 2024. 987 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

SIMA Wealth Partners held 54,238 shares of Schwab US Large-Cap Value ETF worth $1.89M as of Q2 2026.
SIMA Wealth Partners sold 600 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $19.8K.
Schwab US Large-Cap Value ETF made up 1.34% of SIMA Wealth Partners's portfolio in Q2 2026, its #15 holding.
SIMA Wealth Partners first reported a position in Schwab US Large-Cap Value ETF in Q2 2024 and has held it in 9 quarters since.
SIMA Wealth Partners's Schwab US Large-Cap Value ETF position peaked at $2.04M in Q3 2024.
987 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on SIMA Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.