WBH Advisory
SCHV icon

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
Q3 		$855K Sell
25,658
-6,276
-20% -$216K 0.06% 194
2026
Q2 		$1.11M Sell
31,934
-682
-2% -$22.5K 0.07% 171
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 		$6.9M 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

SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Avantax Planning Partners
Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Gemmer Asset Management
Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return

WBH Advisory's SCHV Position: Q3 2026 in Review

WBH Advisory reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 20% in Q3 2026, selling an estimated $216K and leaving 25,658 shares worth $855K. The position accounts for 0.06% of the portfolio, ranked #194.

WBH Advisory first reported a position in SCHV in Q4 2021 and has held it in 19 quarters since. The position peaked at $6.95M in Q3 2022. 815 funds tracked by Wall St. Rank hold SCHV as of Q3 2026.

  • WBH Advisory held 25,658 shares of Schwab US Large-Cap Value ETF worth $855K as of Q3 2026.
  • WBH Advisory sold 6,276 Schwab US Large-Cap Value ETF shares in Q3 2026, an estimated $216K.
  • Schwab US Large-Cap Value ETF made up 0.06% of WBH Advisory's portfolio in Q3 2026, its #194 holding.
  • WBH Advisory first reported a position in Schwab US Large-Cap Value ETF in Q4 2021 and has held it in 19 quarters since.
  • WBH Advisory's Schwab US Large-Cap Value ETF position peaked at $6.95M in Q3 2022.
  • 815 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2026.

Based on WBH Advisory's 13F filing for Q3 2026, filed 5 Nov 2026.