WDG
SCHV

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

Wealth Dimensions Group’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 		$526K Hold
15,114
– – 0.09% 101
2026
Q1 		$461K Buy
+15,114
New +$471K 0.09% 110

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
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
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Wealth Dimensions Group's SCHV Position: Q2 2026 in Review

Wealth Dimensions Group held its Schwab US Large-Cap Value ETF (SCHV) position steady in Q2 2026 at 15,114 shares worth $526K. The position accounts for 0.09% of the portfolio, ranked #101.

Wealth Dimensions Group first reported a position in SCHV in Q1 2026 and has held it in 2 quarters since. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Wealth Dimensions Group held 15,114 shares of Schwab US Large-Cap Value ETF worth $526K as of Q2 2026.
  • Wealth Dimensions Group left its Schwab US Large-Cap Value ETF share count unchanged in Q2 2026.
  • Schwab US Large-Cap Value ETF made up 0.09% of Wealth Dimensions Group's portfolio in Q2 2026, its #101 holding.
  • Wealth Dimensions Group first reported a position in Schwab US Large-Cap Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Wealth Dimensions Group's 13F filing for Q2 2026, filed 22 Jul 2026.