SWM
SCHV

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

Steelhead 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 		– Sell
-468,687
Closed -$14.3M – 100
2026
Q1 		$14.3M Buy
+468,687
New +$14.6M 7.25% 2

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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

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

Steelhead Wealth Management sold out of Schwab US Large-Cap Value ETF (SCHV) in Q2 2026, closing a stake of 468,687 shares — an estimated $14.3M sold.

Steelhead Wealth Management first reported a position in SCHV in Q1 2026 and held it in 1 quarter. The position peaked at $14.3M in Q1 2026. 995 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Steelhead Wealth Management reported no remaining Schwab US Large-Cap Value ETF position as of Q2 2026 after selling out during the quarter.
  • Steelhead Wealth Management sold 468,687 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $14.3M.
  • Steelhead Wealth Management first reported a position in Schwab US Large-Cap Value ETF in Q1 2026 and held it in 1 quarter.
  • Steelhead Wealth Management's Schwab US Large-Cap Value ETF position peaked at $14.3M in Q1 2026.
  • 995 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Steelhead Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.