SW
SCHV

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

SteelPeak 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
Q1 		– Sell
-275,642
Closed -$8.16M – 639
2025
Q4 		$8.16M Buy
+275,642
New +$8.06M 0.27% 75
2025
Q3 		– Sell
-182,496
Closed -$5.05M – 650
2025
Q2 		$5.05M Buy
+182,496
New +$4.8M 0.2% 97
2025
Q1 		– Sell
-206,775
Closed -$5.39M – 669
2024
Q4 		$5.39M Buy
+206,775
New +$5.58M 0.22% 90
2024
Q1 		– Sell
-59,763
Closed -$1.4M – 541
2023
Q4 		$1.4M Buy
+59,763
New +$1.31M 0.08% 173
2021
Q1 		– Sell
-10,737
Closed -$213K – 402
2020
Q4 		$213K Buy
+10,737
New +$201K 0.02% 299
2020
Q1 		– Sell
-10,068
Closed -$202K – 297
2019
Q4 		$202K Buy
+10,068
New +$195K 0.03% 238

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
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 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 $13.5B AUM 24.62% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

SteelPeak Wealth's SCHV Position: Q1 2026 in Review

SteelPeak Wealth sold out of Schwab US Large-Cap Value ETF (SCHV) in Q1 2026, closing a stake of 275,642 shares — an estimated $8.16M sold.

SteelPeak Wealth first reported a position in SCHV in Q4 2019 and held it in 6 quarters. The position peaked at $8.16M in Q4 2025. 969 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

  • SteelPeak Wealth reported no remaining Schwab US Large-Cap Value ETF position as of Q1 2026 after selling out during the quarter.
  • SteelPeak Wealth sold 275,642 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $8.16M.
  • SteelPeak Wealth first reported a position in Schwab US Large-Cap Value ETF in Q4 2019 and held it in 6 quarters.
  • SteelPeak Wealth's Schwab US Large-Cap Value ETF position peaked at $8.16M in Q4 2025.
  • 969 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

Based on SteelPeak Wealth's 13F filing for Q1 2026, filed 5 May 2026.