WP
SCHV

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

Wealthspan 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
Q1 		$306K Hold
10,031
– – 0.11% 99
2025
Q4 		$297K Sell
10,031
-5,070
-34% -$148K 0.11% 100
2025
Q3 		$440K Sell
15,101
-392
-3% -$11.1K 0.17% 81
2025
Q2 		$429K Hold
15,493
– – 0.18% 76
2025
Q1 		$412K Sell
15,493
-1,289
-8% -$34.6K 0.19% 69
2024
Q4 		$438K Hold
16,782
– – 0.21% 73
2024
Q3 		$450K Hold
16,782
– – 0.22% 70
2024
Q2 		$414K Buy
16,782
+3,684
+28% +$91K 0.23% 68
2024
Q1 		$332K Buy
+13,098
New +$314K 0.2% 75

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

Wealthspan Partners's SCHV Position: Q1 2026 in Review

Wealthspan Partners held its Schwab US Large-Cap Value ETF (SCHV) position steady in Q1 2026 at 10,031 shares worth $306K. The position accounts for 0.11% of the portfolio, ranked #99.

Wealthspan Partners first reported a position in SCHV in Q1 2024 and has held it in 9 quarters since. The position peaked at $450K in Q3 2024. 962 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

  • Wealthspan Partners held 10,031 shares of Schwab US Large-Cap Value ETF worth $306K as of Q1 2026.
  • Wealthspan Partners left its Schwab US Large-Cap Value ETF share count unchanged in Q1 2026.
  • Schwab US Large-Cap Value ETF made up 0.11% of Wealthspan Partners's portfolio in Q1 2026, its #99 holding.
  • Wealthspan Partners first reported a position in Schwab US Large-Cap Value ETF in Q1 2024 and has held it in 9 quarters since.
  • Wealthspan Partners's Schwab US Large-Cap Value ETF position peaked at $450K in Q3 2024.
  • 962 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

Based on Wealthspan Partners's 13F filing for Q1 2026, filed 8 Apr 2026.