WI
SCHV

Wedgewood Investors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Wedgewood Investors’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 		$225K Hold
7,389
– – 0.26% 91
2025
Q4 		$219K Hold
7,389
– – 0.25% 96
2025
Q3 		$215K Hold
7,389
– – 0.24% 97
2025
Q2 		$204K Buy
+7,389
New +$194K 0.24% 97
2022
Q2 		– Sell
-8,559
Closed -$204K – 96
2022
Q1 		$204K Hold
8,559
– – 0.25% 96
2021
Q4 		$209K Sell
8,559
-1,467
-15% -$34.7K 0.25% 92
2021
Q3 		$226K Hold
10,026
– – 0.29% 85
2021
Q2 		$229K Hold
10,026
– – 0.29% 88
2021
Q1 		$218K Buy
+10,026
New +$209K 0.27% 91

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MG
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Envestnet Asset Management
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Osaic Holdings
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APP
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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