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

Stillwater Private 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	$3.11M	Buy	+102,103	New	+$3.18M	2.64%	11

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 $10B AUM 15.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 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 $11.8B AUM 9.48% 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

Stillwater Private Wealth's SCHV Position: Q1 2026 in Review

Stillwater Private Wealth opened a new position in Schwab US Large-Cap Value ETF (SCHV) in Q1 2026: 102,103 shares worth $3.11M. The stake represents 2.64% of the portfolio and ranks #11 among its holdings.

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

Stillwater Private Wealth held 102,103 shares of Schwab US Large-Cap Value ETF worth $3.11M as of Q1 2026.
Schwab US Large-Cap Value ETF was a new Stillwater Private Wealth position in Q1 2026.
Schwab US Large-Cap Value ETF made up 2.64% of Stillwater Private Wealth's portfolio in Q1 2026, its #11 holding.
962 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

Based on Stillwater Private Wealth's 13F filing for Q1 2026, filed 3 Jun 2026.