UW
SCHV

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

Unique 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 		$4.31M Buy
123,721
+2,982
+2% +$98.2K 0.5% 46
2026
Q1 		$3.68M Buy
120,739
+24,156
+25% +$753K 0.51% 47
2025
Q4 		$2.86M Sell
96,583
-1,187
-1% -$34.7K 0.4% 50
2025
Q3 		$2.85M Buy
97,770
+6,453
+7% +$183K 0.42% 54
2025
Q2 		$2.53M Buy
+91,317
New +$2.4M 0.41% 58

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

Unique Wealth's SCHV Position: Q2 2026 in Review

Unique Wealth increased its Schwab US Large-Cap Value ETF (SCHV) stake by 2.5% in Q2 2026, buying an estimated $98.2K and bringing the position to 123,721 shares worth $4.31M. The position accounts for 0.5% of the portfolio, ranked #46.

Unique Wealth first reported a position in SCHV in Q2 2025 and has held it in 5 quarters since. 455 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Unique Wealth held 123,721 shares of Schwab US Large-Cap Value ETF worth $4.31M as of Q2 2026.
  • Unique Wealth bought 2,982 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $98.2K.
  • Schwab US Large-Cap Value ETF made up 0.5% of Unique Wealth's portfolio in Q2 2026, its #46 holding.
  • Unique Wealth first reported a position in Schwab US Large-Cap Value ETF in Q2 2025 and has held it in 5 quarters since.
  • 455 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

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