SWGC
SCHV

Summit Wealth Group (Colorado)’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Summit Wealth Group (Colorado)’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
Q2 		$753K Buy
21,625
+2,516
+13% +$82.9K 0.06% 161
2026
Q1 		$583K Sell
19,109
-1,109
-5% -$34.6K 0.06% 160
2025
Q4 		$599K Buy
+20,218
New +$591K 0.08% 130

Other funds holding SCHV

APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
RRWA
Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
SWRP
Summit Wealth & Retirement Planning San Ramon, California $472M AUM 25.49% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Summit Wealth Group (Colorado)'s SCHV Position: Q2 2026 in Review

Summit Wealth Group (Colorado) increased its Schwab US Large-Cap Value ETF (SCHV) stake by 13% in Q2 2026, buying an estimated $82.9K and bringing the position to 21,625 shares worth $753K. The position accounts for 0.06% of the portfolio, ranked #161.

Summit Wealth Group (Colorado) first reported a position in SCHV in Q4 2025 and has held it in 3 quarters since. 505 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Summit Wealth Group (Colorado) held 21,625 shares of Schwab US Large-Cap Value ETF worth $753K as of Q2 2026.
  • Summit Wealth Group (Colorado) bought 2,516 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $82.9K.
  • Schwab US Large-Cap Value ETF made up 0.06% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #161 holding.
  • Summit Wealth Group (Colorado) first reported a position in Schwab US Large-Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 505 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.