Wedbush Securities’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Wedbush Securities’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	$284K	Buy	8,161 +575	+8%	+$18.9K	0.01%	997
2026 Q1	$231K	Hold	7,586	–	–	0.01%	1041
2025 Q4	$225K	Buy	7,586 +7	+0.1%	+$205	0.01%	1043
2025 Q3	$221K	Buy	7,579 +323	+4%	+$9.18K	0.01%	1021
2025 Q2	$201K	Buy	+7,256	New	+$191K	0.01%	1057
2025 Q1	–	Sell	-7,773	Closed	-$203K	–	1176
2024 Q4	$203K	Sell	7,773 -366	-4%	-$9.88K	0.01%	1030
2024 Q3	$218K	Buy	+8,139	New	+$209K	0.01%	957

Other funds holding SCHV

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

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

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

Wedbush Securities's SCHV Position: Q2 2026 in Review

Wedbush Securities increased its Schwab US Large-Cap Value ETF (SCHV) stake by 7.6% in Q2 2026, buying an estimated $18.9K and bringing the position to 8,161 shares worth $284K. The position accounts for 0.01% of the portfolio, ranked #997.

Wedbush Securities first reported a position in SCHV in Q3 2024 and has held it in 7 quarters since. 993 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

Wedbush Securities held 8,161 shares of Schwab US Large-Cap Value ETF worth $284K as of Q2 2026.
Wedbush Securities bought 575 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $18.9K.
Schwab US Large-Cap Value ETF made up 0.01% of Wedbush Securities's portfolio in Q2 2026, its #997 holding.
Wedbush Securities first reported a position in Schwab US Large-Cap Value ETF in Q3 2024 and has held it in 7 quarters since.
993 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Wedbush Securities's 13F filing for Q2 2026, filed 28 Jul 2026.