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

StackStone Wealth’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 Q3	$595K	Buy	+17,850	New	+$614K	0.06%	210

Other funds holding SCHV

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return

Mokosak Advisory Group Urbandale, Iowa $454M AUM 14.41% 1-Year Est. Return

Rainey & Randall Wealth Advisors Celebration, Florida $698M AUM 11.67% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

Black Diamond Financial Towson, Maryland $1.18B AUM 15.24% 1-Year Est. Return

StackStone Wealth's SCHV Position: Q3 2026 in Review

StackStone Wealth opened a new position in Schwab US Large-Cap Value ETF (SCHV) in Q3 2026: 17,850 shares worth $595K. The stake represents 0.06% of the portfolio and ranks #210 among its holdings.

451 funds tracked by Wall St. Rank hold SCHV as of Q3 2026.

StackStone Wealth held 17,850 shares of Schwab US Large-Cap Value ETF worth $595K as of Q3 2026.
Schwab US Large-Cap Value ETF was a new StackStone Wealth position in Q3 2026.
Schwab US Large-Cap Value ETF made up 0.06% of StackStone Wealth's portfolio in Q3 2026, its #210 holding.
451 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2026.

Based on StackStone Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.