WP
SCHV

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

WealthShield 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 		– Sell
-287,278
Closed -$8.76M – 570
2026
Q1 		$8.76M Sell
287,278
-54,147
-16% -$1.69M 0.98% 21
2025
Q4 		$10.1M Sell
341,425
-7,181
-2% -$210K 1.11% 20
2025
Q3 		$10.1M Buy
348,606
+104
+0% +$2.96K 1.15% 19
2025
Q2 		$9.64M Sell
348,502
-5,224
-1% -$137K 1.17% 19
2025
Q1 		$9.4M Buy
353,726
+5,121
+1% +$137K 1.21% 18
2024
Q4 		$9.09M Buy
348,605
+12,086
+4% +$326K 1.29% 17
2024
Q3 		$9.02M Buy
336,519
+8,235
+3% +$212K 1.22% 19
2024
Q2 		$8.15M Sell
328,284
-9,243
-3% -$228K 1.24% 20
2024
Q1 		$8.55M Buy
337,527
+24,402
+8% +$585K 1.38% 13
2023
Q4 		$7.32M Buy
313,125
+4,779
+2% +$105K 1.2% 16
2023
Q3 		$6.63M Sell
308,346
-3,030
-1% -$68K 1% 21
2023
Q2 		$6.96M Buy
311,376
+6,450
+2% +$141K 1.05% 23
2023
Q1 		$6.67M Buy
304,926
+5,397
+2% +$120K 1.07% 23
2022
Q4 		$6.59M Sell
299,529
-3,432
-1% -$74.3K 1.26% 16
2022
Q3 		$5.91M Sell
302,961
-19,866
-6% -$428K 1.17% 18
2022
Q2 		$6.72M Buy
322,827
+1,137
+0.4% +$25.5K 1.33% 19
2022
Q1 		$7.66M Buy
+321,690
New +$7.62M 1.23% 16
2021
Q3 		– Sell
-1,929
Closed -$44K – 640
2021
Q2 		$44K Buy
1,929
+354
+22% +$8.03K 0.01% 502
2021
Q1 		$34K Buy
+1,575
New +$32.8K 0.01% 546

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

WealthShield Partners's SCHV Position: Q2 2026 in Review

WealthShield Partners sold out of Schwab US Large-Cap Value ETF (SCHV) in Q2 2026, closing a stake of 287,278 shares — an estimated $8.76M sold.

WealthShield Partners first reported a position in SCHV in Q1 2021 and held it in 19 quarters. The position peaked at $10.1M in Q3 2025. 988 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • WealthShield Partners reported no remaining Schwab US Large-Cap Value ETF position as of Q2 2026 after selling out during the quarter.
  • WealthShield Partners sold 287,278 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $8.76M.
  • WealthShield Partners first reported a position in Schwab US Large-Cap Value ETF in Q1 2021 and held it in 19 quarters.
  • WealthShield Partners's Schwab US Large-Cap Value ETF position peaked at $10.1M in Q3 2025.
  • 988 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.