SSW
SCHV

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

Stone Summit 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 		$384K Sell
12,590
-616
-5% -$19.2K 0.11% 107
2025
Q4 		$391K Sell
13,206
-812
-6% -$23.7K 0.11% 109
2025
Q3 		$408K Sell
14,018
-2,910
-17% -$82.7K 0.12% 105
2025
Q2 		$468K Sell
16,928
-1,953
-10% -$51.3K 0.15% 107
2025
Q1 		$502K Sell
18,881
-314
-2% -$8.43K 0.17% 97
2024
Q4 		$500K Sell
19,195
-1,892
-9% -$51.1K 0.17% 98
2024
Q3 		$565K Hold
21,087
– – 0.18% 92
2024
Q2 		$521K Sell
21,087
-639
-3% -$15.8K 0.19% 90
2024
Q1 		$550K Sell
21,726
-741
-3% -$17.8K 0.19% 91
2023
Q4 		$525K Buy
22,467
+210
+0.9% +$4.59K 0.2% 97
2023
Q3 		$478K Buy
22,257
+2,466
+12% +$55.4K 0.21% 99
2023
Q2 		$443K Buy
19,791
+2,787
+16% +$60.9K 0.18% 97
2023
Q1 		$372K Sell
17,004
-21
-0.1% -$467 0.17% 103
2022
Q4 		$375K Sell
17,025
-7,977
-32% -$173K 0.18% 100
2022
Q3 		$487K Buy
25,002
+540
+2% +$11.6K 0.3% 83
2022
Q2 		$509K Buy
24,462
+11,445
+88% +$257K 0.3% 81
2022
Q1 		$312K Buy
13,017
+111
+0.9% +$2.63K 0.17% 114
2021
Q4 		$314K Buy
+12,906
New +$306K 0.25% 94

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
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
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
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Stone Summit Wealth's SCHV Position: Q1 2026 in Review

Stone Summit Wealth reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 4.7% in Q1 2026, selling an estimated $19.2K and leaving 12,590 shares worth $384K. The position accounts for 0.11% of the portfolio, ranked #107.

Stone Summit Wealth first reported a position in SCHV in Q4 2021 and has held it in 18 quarters since. The position peaked at $565K in Q3 2024. 962 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

  • Stone Summit Wealth held 12,590 shares of Schwab US Large-Cap Value ETF worth $384K as of Q1 2026.
  • Stone Summit Wealth sold 616 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $19.2K.
  • Schwab US Large-Cap Value ETF made up 0.11% of Stone Summit Wealth's portfolio in Q1 2026, its #107 holding.
  • Stone Summit Wealth first reported a position in Schwab US Large-Cap Value ETF in Q4 2021 and has held it in 18 quarters since.
  • Stone Summit Wealth's Schwab US Large-Cap Value ETF position peaked at $565K in Q3 2024.
  • 962 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

Based on Stone Summit Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.