WPA
SCHV

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

Wealth Preservation Advisors’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
Q1 		$194K Sell
6,357
-9,563
-60% -$298K 0.16% 65
2025
Q4 		$471K Sell
15,920
-816
-5% -$23.9K 0.24% 44
2025
Q3 		$487K Sell
16,736
-38
-0.2% -$1.08K 0.28% 41
2025
Q2 		$464K Sell
16,774
-112
-0.7% -$2.94K 0.29% 46
2025
Q1 		$449K Buy
+16,886
New +$453K 0.32% 41

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
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Wealth Preservation Advisors's SCHV Position: Q1 2026 in Review

Wealth Preservation Advisors reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 60% in Q1 2026, selling an estimated $298K and leaving 6,357 shares worth $194K. The position accounts for 0.16% of the portfolio, ranked #65.

Wealth Preservation Advisors first reported a position in SCHV in Q1 2025 and has held it in 5 quarters since. The position peaked at $487K in Q3 2025. 962 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

  • Wealth Preservation Advisors held 6,357 shares of Schwab US Large-Cap Value ETF worth $194K as of Q1 2026.
  • Wealth Preservation Advisors sold 9,563 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $298K.
  • Schwab US Large-Cap Value ETF made up 0.16% of Wealth Preservation Advisors's portfolio in Q1 2026, its #65 holding.
  • Wealth Preservation Advisors first reported a position in Schwab US Large-Cap Value ETF in Q1 2025 and has held it in 5 quarters since.
  • Wealth Preservation Advisors's Schwab US Large-Cap Value ETF position peaked at $487K in Q3 2025.
  • 962 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.