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 Q2	$257K	Hold	7,389	–	–	0.26%	91
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

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

Wedgewood Investors's SCHV Position: Q2 2026 in Review

Wedgewood Investors held its Schwab US Large-Cap Value ETF (SCHV) position steady in Q2 2026 at 7,389 shares worth $257K. The position accounts for 0.26% of the portfolio, ranked #91.

Wedgewood Investors first reported a position in SCHV in Q1 2021 and has held it in 10 quarters since. 993 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

Wedgewood Investors held 7,389 shares of Schwab US Large-Cap Value ETF worth $257K as of Q2 2026.
Wedgewood Investors left its Schwab US Large-Cap Value ETF share count unchanged in Q2 2026.
Schwab US Large-Cap Value ETF made up 0.26% of Wedgewood Investors's portfolio in Q2 2026, its #91 holding.
Wedgewood Investors first reported a position in Schwab US Large-Cap Value ETF in Q1 2021 and has held it in 10 quarters since.
993 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Wedgewood Investors's 13F filing for Q2 2026, filed 31 Jul 2026.