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SCHV

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

Traveka 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
Q2 		$481K Buy
13,805
+309
+2% +$10.2K 0.16% 100
2026
Q1 		$412K Buy
13,496
+286
+2% +$8.91K 0.16% 98
2025
Q4 		$391K Buy
+13,210
New +$386K 0.16% 107

Other funds holding SCHV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
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
MAG
Mokosak Advisory Group Urbandale, Iowa $462M AUM 25.98% 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

Traveka Wealth's SCHV Position: Q2 2026 in Review

Traveka Wealth increased its Schwab US Large-Cap Value ETF (SCHV) stake by 2.3% in Q2 2026, buying an estimated $10.2K and bringing the position to 13,805 shares worth $481K. The position accounts for 0.16% of the portfolio, ranked #100.

Traveka Wealth first reported a position in SCHV in Q4 2025 and has held it in 3 quarters since. 533 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Traveka Wealth held 13,805 shares of Schwab US Large-Cap Value ETF worth $481K as of Q2 2026.
  • Traveka Wealth bought 309 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $10.2K.
  • Schwab US Large-Cap Value ETF made up 0.16% of Traveka Wealth's portfolio in Q2 2026, its #100 holding.
  • Traveka Wealth first reported a position in Schwab US Large-Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 533 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Traveka Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.