Wealthcare Advisory Partners’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Wealthcare Advisory 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 Q2	$1.41M	Sell	40,380 -1,670	-4%	-$55K	0.03%	433
2026 Q1	$1.28M	Buy	42,050 +10,417	+33%	+$325K	0.02%	457
2025 Q4	$937K	Sell	31,633 -3,070	-9%	-$89.7K	0.02%	531
2025 Q3	$1.01M	Buy	34,703 +196	+0.6%	+$5.57K	0.02%	498
2025 Q2	$955K	Sell	34,507 -501,176	-94%	-$13.2M	0.02%	495
2025 Q1	$14.2M	Sell	535,683 -5,755	-1%	-$154K	0.38%	54
2024 Q4	$14.1M	Sell	541,438 -12,533	-2%	-$338K	0.39%	50
2024 Q3	$14.8M	Buy	553,971 +529,515	+2,165%	+$13.6M	0.42%	46
2024 Q2	$604K	Buy	24,456 +1,263	+5%	+$31.2K	0.02%	493
2024 Q1	$587K	Buy	23,193 +5,433	+31%	+$130K	0.02%	508
2023 Q4	$415K	Buy	17,760 +39	+0.2%	+$853	0.02%	523
2023 Q3	$381K	Buy	+17,721	New	+$398K	0.02%	500
2021 Q2	–	Sell	-1,581	Closed	-$34K	–	1630
2021 Q1	$34K	Buy	+1,581	New	+$32.9K	﹤0.01%	1016
2020 Q2	–	Sell	-300	Closed	-$4K	–	1165
2020 Q1	$4K	Buy	300 +177	+144%	+$3.25K	﹤0.01%	1179
2019 Q4	$2K	Hold	123	–	–	﹤0.01%	1274
2019 Q3	$2K	Sell	123 -117	-49%	-$2.19K	﹤0.01%	1236
2019 Q2	$4K	Hold	240	–	–	﹤0.01%	1112
2019 Q1	$4K	Hold	240	–	–	﹤0.01%	1011
2018 Q4	$4K	Hold	240	–	–	﹤0.01%	992
2018 Q3	$4K	Hold	240	–	–	﹤0.01%	1039
2018 Q2	$4K	Hold	240	–	–	﹤0.01%	1036
2018 Q1	$4K	Buy	+240	New	+$4.4K	﹤0.01%	880

Other funds holding SCHV

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 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

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

Veery Capital Wilmington, Delaware $372M AUM 21.43% 1-Year Est. Return

NCMW

Northern Capital Management (Washington) Spokane, Washington $198M AUM 24.66% 1-Year Est. Return

BMWS

Brady Martz Wealth Solutions Grand Forks, North Dakota $662M AUM 22.48% 1-Year Est. Return

Wealthcare Advisory Partners's SCHV Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 4% in Q2 2026, selling an estimated $55K and leaving 40,380 shares worth $1.41M. The position accounts for 0.03% of the portfolio, ranked #433.

Wealthcare Advisory Partners first reported a position in SCHV in Q1 2018 and has held it in 22 quarters since. The position peaked at $14.8M in Q3 2024. 297 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

Wealthcare Advisory Partners held 40,380 shares of Schwab US Large-Cap Value ETF worth $1.41M as of Q2 2026.
Wealthcare Advisory Partners sold 1,670 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $55K.
Schwab US Large-Cap Value ETF made up 0.03% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #433 holding.
Wealthcare Advisory Partners first reported a position in Schwab US Large-Cap Value ETF in Q1 2018 and has held it in 22 quarters since.
Wealthcare Advisory Partners's Schwab US Large-Cap Value ETF position peaked at $14.8M in Q3 2024.
297 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.