SSWM
SCHV

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

Smith Salley 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 		$558K Hold
16,042
– – 0.02% 191
2026
Q1 		$489K Hold
16,042
– – 0.02% 188
2025
Q4 		$475K Sell
16,042
-27
-0.2% -$789 0.02% 188
2025
Q3 		$468K Hold
16,069
– – 0.02% 186
2025
Q2 		$445K Sell
16,069
-250
-2% -$6.57K 0.03% 181
2025
Q1 		$434K Sell
16,319
-618
-4% -$16.6K 0.03% 178
2024
Q4 		$442K Sell
16,937
-1
-0% -$27 0.03% 179
2024
Q3 		$454K Sell
16,938
-3,510
-17% -$90.2K 0.03% 180
2024
Q2 		$505K Hold
20,448
– – 0.04% 164
2024
Q1 		$518K Sell
20,448
-2,895
-12% -$69.4K 0.04% 166
2023
Q4 		$545K Sell
23,343
-2,919
-11% -$63.8K 0.04% 174
2023
Q3 		$564K Buy
26,262
+1,851
+8% +$41.6K 0.04% 165
2023
Q2 		$546K Hold
24,411
– – 0.04% 162
2023
Q1 		$534K Sell
24,411
-1,530
-6% -$34K 0.04% 165
2022
Q4 		$571K Hold
25,941
– – 0.05% 159
2022
Q3 		$506K Hold
25,941
– – 0.05% 163
2022
Q2 		$540K Hold
25,941
– – 0.05% 161
2022
Q1 		$617K Hold
25,941
– – 0.05% 173
2021
Q4 		$633K Hold
25,941
– – 0.04% 176
2021
Q3 		$584K Hold
25,941
– – 0.05% 178
2021
Q2 		$591K Hold
25,941
– – 0.05% 174
2021
Q1 		$564K Hold
25,941
– – 0.05% 165
2020
Q4 		$515K Buy
+25,941
New +$485K 0.05% 155

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

Smith Salley Wealth Management's SCHV Position: Q2 2026 in Review

Smith Salley Wealth Management held its Schwab US Large-Cap Value ETF (SCHV) position steady in Q2 2026 at 16,042 shares worth $558K. The position accounts for 0.02% of the portfolio, ranked #191.

Smith Salley Wealth Management first reported a position in SCHV in Q4 2020 and has held it in 23 quarters since. The position peaked at $633K in Q4 2021. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Smith Salley Wealth Management held 16,042 shares of Schwab US Large-Cap Value ETF worth $558K as of Q2 2026.
  • Smith Salley Wealth Management left its Schwab US Large-Cap Value ETF share count unchanged in Q2 2026.
  • Schwab US Large-Cap Value ETF made up 0.02% of Smith Salley Wealth Management's portfolio in Q2 2026, its #191 holding.
  • Smith Salley Wealth Management first reported a position in Schwab US Large-Cap Value ETF in Q4 2020 and has held it in 23 quarters since.
  • Smith Salley Wealth Management's Schwab US Large-Cap Value ETF position peaked at $633K in Q4 2021.
  • 991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Smith Salley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.