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

Strategic Wealth Partners’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	$411K	Sell	13,490 -374	-3%	-$11.7K	0.03%	216
2025 Q4	$411K	Sell	13,864 -25,706	-65%	-$751K	0.03%	228
2025 Q3	$1.15M	Buy	39,570 +39,258	+12,583%	+$1.12M	0.09%	147
2025 Q2	$8.63K	Buy	+312	New	+$8.2K	﹤0.01%	811
2019 Q3	–	Sell	-489	Closed	-$9K	–	765
2019 Q2	$9K	Sell	489 -843	-63%	-$15.6K	﹤0.01%	572
2019 Q1	$25K	Sell	1,332 -4,887	-79%	-$86.7K	0.01%	320
2018 Q4	$106K	Sell	6,219 -3,330	-35%	-$58.9K	0.05%	167
2018 Q3	$179K	Hold	9,549	–	–	0.1%	138
2018 Q2	$169K	Hold	9,549	–	–	0.1%	154
2018 Q1	$168K	Buy	9,549 +843	+10%	+$15.4K	0.09%	164
2017 Q4	$154K	Buy	+8,706	New	+$155K	0.09%	156

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

Strategic Wealth Partners's SCHV Position: Q1 2026 in Review

Strategic Wealth Partners reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 2.7% in Q1 2026, selling an estimated $11.7K and leaving 13,490 shares worth $411K. The position accounts for 0.03% of the portfolio, ranked #216.

Strategic Wealth Partners first reported a position in SCHV in Q4 2017 and has held it in 11 quarters since. The position peaked at $1.15M in Q3 2025. 962 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

Strategic Wealth Partners held 13,490 shares of Schwab US Large-Cap Value ETF worth $411K as of Q1 2026.
Strategic Wealth Partners sold 374 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $11.7K.
Schwab US Large-Cap Value ETF made up 0.03% of Strategic Wealth Partners's portfolio in Q1 2026, its #216 holding.
Strategic Wealth Partners first reported a position in Schwab US Large-Cap Value ETF in Q4 2017 and has held it in 11 quarters since.
Strategic Wealth Partners's Schwab US Large-Cap Value ETF position peaked at $1.15M in Q3 2025.
962 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.