Verum Partners’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Verum Partners’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	$1.15M	Buy	32,900 +64	+0.2%	+$2.11K	0.17%	73
2026 Q1	$1M	Sell	32,836 -268	-0.8%	-$8.35K	0.19%	70
2025 Q4	$980K	Sell	33,104 -263	-0.8%	-$7.69K	0.2%	65
2025 Q3	$971K	Sell	33,367 -951	-3%	-$27K	0.21%	66
2025 Q2	$950K	Sell	34,318 -3,097	-8%	-$81.4K	0.22%	63
2025 Q1	$994K	Buy	37,415 +7,957	+27%	+$214K	0.27%	55
2024 Q4	$768K	Buy	29,458 +4,198	+17%	+$113K	0.22%	65
2024 Q3	$677K	Buy	25,260 +108	+0.4%	+$2.77K	0.2%	71
2024 Q2	$621K	Sell	25,152 -138	-0.5%	-$3.41K	0.2%	72
2024 Q1	$640K	Sell	25,290 -4,950	-16%	-$119K	0.23%	68
2023 Q4	$707K	Sell	30,240 -357	-1%	-$7.81K	0.28%	65
2023 Q3	$657K	Buy	30,597 +66	+0.2%	+$1.48K	0.29%	65
2023 Q2	$683K	Buy	30,531 +63	+0.2%	+$1.38K	0.62%	35
2023 Q1	$666K	Sell	30,468 -60	-0.2%	-$1.33K	0.71%	34
2022 Q4	$672K	Buy	+30,528	New	+$661K	0.83%	32

Other funds holding SCHV

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

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

FMP

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

HWM

HRC Wealth Management Moscow, Idaho $244M AUM 21.86% 1-Year Est. Return

Veery Capital Wilmington, Delaware $372M AUM 21.43% 1-Year Est. Return

NCMW

Northern Capital Management (Washington) Spokane, Washington $198M AUM 24.66% 1-Year Est. Return

GIA

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

Verum Partners's SCHV Position: Q2 2026 in Review

Verum Partners increased its Schwab US Large-Cap Value ETF (SCHV) stake by 0.19% in Q2 2026, buying an estimated $2.11K and bringing the position to 32,900 shares worth $1.15M. The position accounts for 0.17% of the portfolio, ranked #73.

Verum Partners first reported a position in SCHV in Q4 2022 and has held it in 15 quarters since. 278 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

Verum Partners held 32,900 shares of Schwab US Large-Cap Value ETF worth $1.15M as of Q2 2026.
Verum Partners bought 64 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $2.11K.
Schwab US Large-Cap Value ETF made up 0.17% of Verum Partners's portfolio in Q2 2026, its #73 holding.
Verum Partners first reported a position in Schwab US Large-Cap Value ETF in Q4 2022 and has held it in 15 quarters since.
278 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Verum Partners's 13F filing for Q2 2026, filed 22 Jul 2026.