WA
SCHV

WBH Advisory’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

WBH Advisory’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 		$999K Sell
32,616
-386
-1% -$12K 0.07% 169
2025
Q4 		$977K Buy
33,002
+2,550
+8% +$74.5K 0.07% 171
2025
Q3 		$886K Hold
30,452
– – 0.07% 179
2025
Q2 		$843K Sell
30,452
-811
-3% -$21.3K 0.07% 177
2025
Q1 		$831K Sell
31,263
-47
-0.2% -$1.26K 0.08% 169
2024
Q4 		$816K Sell
31,310
-220
-0.7% -$5.94K 0.08% 169
2024
Q3 		$845K Buy
31,530
+2,649
+9% +$68K 0.08% 165
2024
Q2 		$713K Sell
28,881
-23,529
-45% -$581K 0.07% 174
2024
Q1 		$1.33M Sell
52,410
-24,492
-32% -$587K 0.14% 125
2023
Q4 		$1.8M Sell
76,902
-127,134
-62% -$2.78M 0.2% 95
2023
Q3 		$4.38M Sell
204,036
-73,371
-26% -$1.65M 0.54% 50
2023
Q2 		$6.2M Buy
277,407
+8,163
+3% +$178K 0.74% 39
2023
Q1 		$5.89M Buy
+269,244
New +$5.98M 0.74% 40
2022
Q3 		$6.95M Buy
356,544
+27,381
+8% +$589K 1% 27
2022
Q2 		$6.89M Buy
329,163
+29,985
+10% +$673K 0.92% 32
2022
Q1 		$6.94M Buy
299,178
+116,466
+64% +$2.76M 0.85% 38
2021
Q4 		$4.46M Buy
+182,712
New +$4.33M 0.51% 46

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
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
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
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

WBH Advisory's SCHV Position: Q1 2026 in Review

WBH Advisory reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 1.2% in Q1 2026, selling an estimated $12K and leaving 32,616 shares worth $999K. The position accounts for 0.07% of the portfolio, ranked #169.

WBH Advisory first reported a position in SCHV in Q4 2021 and has held it in 17 quarters since. The position peaked at $6.95M in Q3 2022. 962 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

  • WBH Advisory held 32,616 shares of Schwab US Large-Cap Value ETF worth $999K as of Q1 2026.
  • WBH Advisory sold 386 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $12K.
  • Schwab US Large-Cap Value ETF made up 0.07% of WBH Advisory's portfolio in Q1 2026, its #169 holding.
  • WBH Advisory first reported a position in Schwab US Large-Cap Value ETF in Q4 2021 and has held it in 17 quarters since.
  • WBH Advisory's Schwab US Large-Cap Value ETF position peaked at $6.95M in Q3 2022.
  • 962 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

Based on WBH Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.