SWRP
SCHV

Summit Wealth & Retirement Planning’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Summit Wealth & Retirement Planning’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 		$61.9M Buy
1,777,034
+52,850
+3% +$1.74M 13.11% 1
2026
Q1 		$52.6M Buy
1,724,184
+16,817
+1% +$524K 12.55% 1
2025
Q4 		$50.6M Buy
1,707,367
+41,098
+2% +$1.2M 11.9% 2
2025
Q3 		$48.5M Buy
1,666,269
+19,343
+1% +$550K 11.92% 3
2025
Q2 		$45.6M Buy
1,646,926
+8,630
+0.5% +$227K 12.23% 2
2025
Q1 		$43.5M Buy
1,638,296
+24,467
+2% +$657K 13.34% 1
2024
Q4 		$42.1M Sell
1,613,829
-6,513
-0.4% -$176K 13.02% 3
2024
Q3 		$43.4M Buy
1,620,342
+53,664
+3% +$1.38M 13.86% 1
2024
Q2 		$38.7M Buy
1,566,678
+50,052
+3% +$1.24M 13.17% 2
2024
Q1 		$38.4M Buy
1,516,626
+74,577
+5% +$1.79M 13.69% 1
2023
Q4 		$33.7M Buy
1,442,049
+84,681
+6% +$1.85M 14.24% 1
2023
Q3 		$29.2M Buy
1,357,368
+69,498
+5% +$1.56M 11.73% 1
2023
Q2 		$28.8M Sell
1,287,870
-22,020
-2% -$481K 11.33% 2
2023
Q1 		$28.6M Buy
1,309,890
+99,504
+8% +$2.21M 10.71% 1
2022
Q4 		$26.6M Buy
1,210,386
+445,236
+58% +$9.64M 10.83% 1
2022
Q3 		$14.9M Buy
765,150
+13,809
+2% +$297K 5.94% 4
2022
Q2 		$15.6M Buy
751,341
+17,670
+2% +$397K 6% 4
2022
Q1 		$17.5M Sell
733,671
-42,978
-6% -$1.02M 6.17% 4
2021
Q4 		$19M Buy
776,649
+60,939
+9% +$1.44M 6.48% 4
2021
Q3 		$16.1M Buy
715,710
+56,289
+9% +$1.3M 5.89% 4
2021
Q2 		$15M Sell
659,421
-5,178
-0.8% -$117K 5.56% 4
2021
Q1 		$14.5M Buy
664,599
+61,065
+10% +$1.27M 5.37% 4
2020
Q4 		$12M Buy
603,534
+9,366
+2% +$175K 4.54% 4
2020
Q3 		$10.3M Buy
594,168
+11,196
+2% +$196K 4.44% 5
2020
Q2 		$9.74M Sell
582,972
-5,205
-0.9% -$85K 4.57% 3
2020
Q1 		$8.68M Sell
588,177
-112,800
-16% -$2.07M 4.64% 3
2019
Q4 		$14M Buy
700,977
+16,119
+2% +$312K 6.26% 3
2019
Q3 		$13M Buy
684,858
+13,872
+2% +$260K 7.83% 2
2019
Q2 		$12.6M Buy
670,986
+4,509
+0.7% +$83.3K 7.34% 2
2019
Q1 		$12.2M Sell
666,477
-24,162
-3% -$429K 7.22% 2
2018
Q4 		$11.3M Buy
+690,639
New +$12.2M 8.6% 2

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
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
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Summit Wealth & Retirement Planning's SCHV Position: Q2 2026 in Review

Summit Wealth & Retirement Planning increased its Schwab US Large-Cap Value ETF (SCHV) stake by 3.1% in Q2 2026, buying an estimated $1.74M and bringing the position to 1,777,034 shares worth $61.9M. The position accounts for 13.11% of the portfolio, ranked #1.

Summit Wealth & Retirement Planning first reported a position in SCHV in Q4 2018 and has held it in 31 quarters since. 993 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Summit Wealth & Retirement Planning held 1,777,034 shares of Schwab US Large-Cap Value ETF worth $61.9M as of Q2 2026.
  • Summit Wealth & Retirement Planning bought 52,850 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $1.74M.
  • Schwab US Large-Cap Value ETF made up 13.11% of Summit Wealth & Retirement Planning's portfolio in Q2 2026, its #1 holding.
  • Summit Wealth & Retirement Planning first reported a position in Schwab US Large-Cap Value ETF in Q4 2018 and has held it in 31 quarters since.
  • 993 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Summit Wealth & Retirement Planning's 13F filing for Q2 2026, filed 27 Jul 2026.