WS
SCHV

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
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
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

Wedbush Securities's SCHV Position: Q1 2026 in Review

Wedbush Securities held its Schwab US Large-Cap Value ETF (SCHV) position steady in Q1 2026 at 7,586 shares worth $231K. The position accounts for 0.01% of the portfolio, ranked #1041.

Wedbush Securities first reported a position in SCHV in Q3 2024 and has held it in 6 quarters since. 962 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

  • Wedbush Securities held 7,586 shares of Schwab US Large-Cap Value ETF worth $231K as of Q1 2026.
  • Wedbush Securities left its Schwab US Large-Cap Value ETF share count unchanged in Q1 2026.
  • Schwab US Large-Cap Value ETF made up 0.01% of Wedbush Securities's portfolio in Q1 2026, its #1041 holding.
  • Wedbush Securities first reported a position in Schwab US Large-Cap Value ETF in Q3 2024 and has held it in 6 quarters since.
  • 962 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

Based on Wedbush Securities's 13F filing for Q1 2026, filed 21 Apr 2026.