SIS
SCHV

Sound Income Strategies’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Sound Income Strategies’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
-76
Closed -$2.34K – 2054
2026
Q1 		$2.34K Buy
76
+40
+111% +$1.25K ﹤0.01% 2109
2025
Q4 		$1.11K Buy
+36
New +$1.05K ﹤0.01% 2275
2025
Q3 		– Sell
-36
Closed -$996 – 1806
2025
Q2 		$996 Hold
36
– – ﹤0.01% 1371
2025
Q1 		$957 Hold
36
– – ﹤0.01% 1352
2024
Q4 		$939 Buy
+36
New +$972 ﹤0.01% 1285
2018
Q4 		– Sell
-357
Closed -$7K – 778
2018
Q3 		$7K Buy
+357
New +$6.62K ﹤0.01% 416

Other funds holding SCHV

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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
RRWA
Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return

Sound Income Strategies's SCHV Position: Q2 2026 in Review

Sound Income Strategies sold out of Schwab US Large-Cap Value ETF (SCHV) in Q2 2026, closing a stake of 76 shares — an estimated $2.34K sold.

Sound Income Strategies first reported a position in SCHV in Q3 2018 and held it in 6 quarters. The position peaked at $7K in Q3 2018. 811 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Sound Income Strategies reported no remaining Schwab US Large-Cap Value ETF position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 76 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $2.34K.
  • Sound Income Strategies first reported a position in Schwab US Large-Cap Value ETF in Q3 2018 and held it in 6 quarters.
  • Sound Income Strategies's Schwab US Large-Cap Value ETF position peaked at $7K in Q3 2018.
  • 811 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.