WG
SCHV

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

Wealth 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
2025
Q2 		$228K Sell
8,250
-40,697
-83% -$1.07M 0.23% 78
2025
Q1 		$1.3M Buy
48,947
+8,887
+22% +$239K 0.84% 28
2024
Q4 		$1.04M Buy
40,060
+12,271
+44% +$331K 0.68% 36
2024
Q3 		$744K Buy
27,789
+9,879
+55% +$254K 0.5% 49
2024
Q2 		$442K Sell
17,910
-279
-2% -$6.89K 0.32% 74
2024
Q1 		$461K Buy
+18,189
New +$436K 0.35% 70

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

Wealth Group's SCHV Position: Q2 2025 in Review

Wealth Group reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 83% in Q2 2025, selling an estimated $1.07M and leaving 8,250 shares worth $228K. The position accounts for 0.23% of the portfolio, ranked #78.

Wealth Group first reported a position in SCHV in Q1 2024 and has held it in 6 quarters since. The position peaked at $1.3M in Q1 2025. 879 funds tracked by Wall St. Rank hold SCHV as of Q2 2025.

  • Wealth Group held 8,250 shares of Schwab US Large-Cap Value ETF worth $228K as of Q2 2025.
  • Wealth Group sold 40,697 Schwab US Large-Cap Value ETF shares in Q2 2025, an estimated $1.07M.
  • Schwab US Large-Cap Value ETF made up 0.23% of Wealth Group's portfolio in Q2 2025, its #78 holding.
  • Wealth Group first reported a position in Schwab US Large-Cap Value ETF in Q1 2024 and has held it in 6 quarters since.
  • Wealth Group's Schwab US Large-Cap Value ETF position peaked at $1.3M in Q1 2025.
  • 879 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2025.

Based on Wealth Group's 13F filing for Q2 2025, filed 19 Aug 2025.