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 Q1	$14.3M	Buy	+468,687	New	+$14.6M	7.25%	2

Other funds holding SCHV

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Steelhead Wealth Management's SCHV Position: Q1 2026 in Review

Steelhead Wealth Management opened a new position in Schwab US Large-Cap Value ETF (SCHV) in Q1 2026: 468,687 shares worth $14.3M. The stake represents 7.25% of the portfolio and ranks #2 among its holdings.

964 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

Steelhead Wealth Management held 468,687 shares of Schwab US Large-Cap Value ETF worth $14.3M as of Q1 2026.
Schwab US Large-Cap Value ETF was a new Steelhead Wealth Management position in Q1 2026.
Schwab US Large-Cap Value ETF made up 7.25% of Steelhead Wealth Management's portfolio in Q1 2026, its #2 holding.
964 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

Based on Steelhead Wealth Management's 13F filing for Q1 2026, filed 16 Jun 2026.