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

Wealth Analytics 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 Q3	$135K	Buy	+4,038	New	+$139K	0.05%	60

Other funds holding SCHV

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return

Mokosak Advisory Group Urbandale, Iowa $454M AUM 14.41% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $641M AUM 11.61% 1-Year Est. Return

HRC Wealth Management Moscow, Idaho $251M AUM 14.83% 1-Year Est. Return

Veery Capital Wilmington, Delaware $375M AUM 14.26% 1-Year Est. Return

Southern Michigan Bank & Trust Coldwater, Michigan $280M AUM

Wealth Analytics Partners's SCHV Position: Q3 2026 in Review

Wealth Analytics Partners opened a new position in Schwab US Large-Cap Value ETF (SCHV) in Q3 2026: 4,038 shares worth $135K. The stake represents 0.05% of the portfolio and ranks #60 among its holdings.

271 funds tracked by Wall St. Rank hold SCHV as of Q3 2026.

Wealth Analytics Partners held 4,038 shares of Schwab US Large-Cap Value ETF worth $135K as of Q3 2026.
Schwab US Large-Cap Value ETF was a new Wealth Analytics Partners position in Q3 2026.
Schwab US Large-Cap Value ETF made up 0.05% of Wealth Analytics Partners's portfolio in Q3 2026, its #60 holding.
271 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2026.

Based on Wealth Analytics Partners's 13F filing for Q3 2026, filed 19 Oct 2026.