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 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 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

Summit Wealth & Retirement Planning's SCHV Position: Q1 2026 in Review

Summit Wealth & Retirement Planning increased its Schwab US Large-Cap Value ETF (SCHV) stake by 0.98% in Q1 2026, buying an estimated $524K and bringing the position to 1,724,184 shares worth $52.6M. The position accounts for 12.55% of the portfolio, ranked #1.

Summit Wealth & Retirement Planning first reported a position in SCHV in Q4 2018 and has held it in 30 quarters since. 962 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

Summit Wealth & Retirement Planning held 1,724,184 shares of Schwab US Large-Cap Value ETF worth $52.6M as of Q1 2026.
Summit Wealth & Retirement Planning bought 16,817 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $524K.
Schwab US Large-Cap Value ETF made up 12.55% of Summit Wealth & Retirement Planning's portfolio in Q1 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 30 quarters since.
962 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

Based on Summit Wealth & Retirement Planning's 13F filing for Q1 2026, filed 11 May 2026.