Wealth Enhancement Advisory Services
SCHV

Wealth Enhancement Advisory Services’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Wealth Enhancement Advisory Services’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 		$128M Sell
3,727,556
-84,580
-2% -$2.79M 0.21% 82
2026
Q1 		$117M Sell
3,812,136
-2,560,274
-40% -$79.8M 0.24% 75
2025
Q4 		$194M Sell
6,372,410
-208,819
-3% -$6.1M 0.26% 67
2025
Q3 		$192M Sell
6,581,229
-227,082
-3% -$6.45M 0.29% 60
2025
Q2 		$192M Sell
6,808,311
-161,606
-2% -$4.25M 0.32% 57
2025
Q1 		$185M Sell
6,969,917
-639,034
-8% -$17.2M 0.35% 51
2024
Q4 		$198M Sell
7,608,951
-39,882
-0.5% -$1.08M 0.38% 48
2024
Q3 		$205M Sell
7,648,833
-98,286
-1% -$2.52M 0.44% 40
2024
Q2 		$191M Sell
7,747,119
-513,483
-6% -$12.7M 0.45% 40
2024
Q1 		$209M Sell
8,260,602
-11,346,522
-58% -$272M 0.54% 29
2023
Q4 		$458M Buy
19,607,124
+1,639,332
+9% +$35.8M 1.33% 10
2023
Q3 		$386M Buy
17,967,792
+5,991,840
+50% +$135M 1.27% 11
2023
Q2 		$268M Buy
11,975,952
+444,600
+4% +$9.71M 2.89% 8
2023
Q1 		$252M Sell
11,531,352
-367,989
-3% -$8.18M 2.94% 8
2022
Q4 		$269M Buy
11,899,341
+561,558
+5% +$12.2M 3.46% 8
2022
Q3 		$226M Buy
11,337,783
+585,282
+5% +$12.6M 3.24% 8
2022
Q2 		$227M Buy
10,752,501
+743,724
+7% +$16.7M 3.16% 8
2022
Q1 		$238M Buy
10,008,777
+160,971
+2% +$3.81M 3.22% 8
2021
Q4 		$233M Buy
9,847,806
+298,734
+3% +$7.08M 3.34% 8
2021
Q3 		$227M Buy
9,549,072
+145,098
+2% +$3.36M 3.35% 8
2021
Q2 		$215M Buy
9,403,974
+190,836
+2% +$4.33M 3.47% 7
2021
Q1 		$204M Sell
9,213,138
-362,106
-4% -$7.54M 3.7% 7
2020
Q4 		$195M Buy
9,575,244
+491,316
+5% +$9.18M 4.41% 7
2020
Q3 		$165M Buy
9,083,928
+233,745
+3% +$4.09M 4.33% 7
2020
Q2 		$155M Buy
8,850,183
+1,611,789
+22% +$26.3M 4.44% 7
2020
Q1 		$119M Sell
7,238,394
-5,353,836
-43% -$98.2M 4.23% 7
2019
Q4 		$252M Buy
12,592,230
+527,796
+4% +$10.2M 8.91% 2
2019
Q3 		$226M Buy
12,064,434
+456,672
+4% +$8.55M 9.11% 2
2019
Q2 		$222M Buy
11,607,762
+1,800,159
+18% +$33.3M 9.8% 2
2019
Q1 		$184M Buy
9,807,603
+490,317
+5% +$8.7M 10.42% 2
2018
Q4 		$163M Sell
9,317,286
-70,992
-0.8% -$1.26M 10.26% 1
2018
Q3 		$163M Buy
9,388,278
+959,709
+11% +$17.8M 9.85% 1
2018
Q2 		$153M Buy
8,428,569
+643,344
+8% +$11.5M 9.43% 1
2018
Q1 		$139M Buy
7,785,225
+830,979
+12% +$15.2M 9.3% 1
2017
Q4 		$131M Buy
6,954,246
+770,544
+12% +$13.7M 9.26% 1
2017
Q3 		$108M Buy
6,183,702
+561,051
+10% +$9.5M 8.95% 1
2017
Q2 		$94.1M Buy
5,622,651
+790,623
+16% +$13.1M 8.7% 1
2017
Q1 		$79.5M Buy
4,832,028
+559,170
+13% +$9.19M 8.44% 1
2016
Q4 		$68.5M Buy
4,272,858
+862,581
+25% +$13.4M 8.31% 1
2016
Q3 		$51.6M Buy
3,410,277
+899,085
+36% +$13.7M 7.69% 1
2016
Q2 		$37.5M Buy
2,511,192
+202,329
+9% +$2.96M 6.78% 2
2016
Q1 		$33.2M Buy
2,308,863
+452,619
+24% +$6.19M 6.74% 1
2015
Q4 		$26.3M Buy
1,856,244
+196,881
+12% +$2.8M 6.65% 1
2015
Q3 		$23.2M Buy
1,659,363
+275,601
+20% +$3.86M 7.07% 1
2015
Q2 		$19.8M Sell
1,383,762
-4,455
-0.3% -$65.6K 6.12% 1
2015
Q1 		$20M Buy
1,388,217
+199,878
+17% +$2.91M 7.69% 1
2014
Q4 		$17.5M Buy
+1,188,339
New +$17.1M 6.88% 1

Other funds holding SCHV

GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 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
GG
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
VC
Veery Capital Wilmington, Delaware $372M AUM 21.43% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
MWP
Meriwether Wealth & Planning Minden, Louisiana $202M AUM 22.64% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Wealth Enhancement Advisory Services's SCHV Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 2.2% in Q2 2026, selling an estimated $2.79M and leaving 3,727,556 shares worth $128M. The position accounts for 0.21% of the portfolio, ranked #82.

Wealth Enhancement Advisory Services first reported a position in SCHV in Q4 2014 and has held it in 47 quarters since. The position peaked at $458M in Q4 2023. 189 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Wealth Enhancement Advisory Services held 3,727,556 shares of Schwab US Large-Cap Value ETF worth $128M as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 84,580 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $2.79M.
  • Schwab US Large-Cap Value ETF made up 0.21% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #82 holding.
  • Wealth Enhancement Advisory Services first reported a position in Schwab US Large-Cap Value ETF in Q4 2014 and has held it in 47 quarters since.
  • Wealth Enhancement Advisory Services's Schwab US Large-Cap Value ETF position peaked at $458M in Q4 2023.
  • 189 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.