SWM
SCHV

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

Spire 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 		$216K Buy
6,219
+4,123
+197% +$136K 0.01% 759
2026
Q1 		$63.9K Sell
2,096
-12
-0.6% -$374 ﹤0.01% 1105
2025
Q4 		$62.4K Buy
2,108
+279
+15% +$8.15K ﹤0.01% 1117
2025
Q3 		$53.3K Sell
1,829
-1
-0.1% -$28 ﹤0.01% 1213
2025
Q2 		$50.6K Sell
1,830
-15,366
-89% -$404K ﹤0.01% 1187
2025
Q1 		$457K Sell
17,196
-19,064
-53% -$512K 0.01% 586
2024
Q4 		$945K Buy
36,260
+539
+2% +$14.6K 0.03% 406
2024
Q3 		$957K Sell
35,721
-1,047
-3% -$26.9K 0.03% 379
2024
Q2 		$908K Sell
36,768
-3,726
-9% -$92.1K 0.03% 360
2024
Q1 		$1.03M Buy
40,494
+906
+2% +$21.7K 0.02% 371
2023
Q4 		$920K Sell
39,588
-198
-0.5% -$4.33K 0.03% 384
2023
Q3 		$855K Sell
39,786
-759
-2% -$17K 0.03% 368
2023
Q2 		$907K Sell
40,545
-1,905
-4% -$41.6K 0.03% 365
2023
Q1 		$928K Buy
42,450
+24,738
+140% +$550K 0.04% 356
2022
Q4 		$390K Buy
17,712
+11,733
+196% +$254K 0.02% 407
2022
Q3 		$117K Sell
5,979
-31,947
-84% -$688K 0.01% 660
2022
Q2 		$789K Sell
37,926
-23,193
-38% -$521K 0.03% 376
2022
Q1 		$1.45M Buy
61,119
+14,718
+32% +$348K 0.04% 319
2021
Q4 		$1.13M Sell
46,401
-5,052
-10% -$120K 0.03% 441
2021
Q3 		$1.16M Buy
51,453
+9,390
+22% +$217K 0.03% 377
2021
Q2 		$959K Sell
42,063
-3,576
-8% -$81.1K 0.03% 439
2021
Q1 		$620K Buy
+45,639
New +$951K 0.02% 597

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

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

Spire Wealth Management increased its Schwab US Large-Cap Value ETF (SCHV) stake by 197% in Q2 2026, buying an estimated $136K and bringing the position to 6,219 shares worth $216K. The position accounts for 0.01% of the portfolio, ranked #759.

Spire Wealth Management first reported a position in SCHV in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.45M in Q1 2022. 988 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Spire Wealth Management held 6,219 shares of Schwab US Large-Cap Value ETF worth $216K as of Q2 2026.
  • Spire Wealth Management bought 4,123 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $136K.
  • Schwab US Large-Cap Value ETF made up 0.01% of Spire Wealth Management's portfolio in Q2 2026, its #759 holding.
  • Spire Wealth Management first reported a position in Schwab US Large-Cap Value ETF in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Schwab US Large-Cap Value ETF position peaked at $1.45M in Q1 2022.
  • 988 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.