Wedmont Private Capital’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Wedmont Private Capital’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 Q3	$1.57M	Buy	46,322 +8,500	+22%	+$292K	0.04%	259
2026 Q2	$1.3M	Sell	37,822 -1,582	-4%	-$52.1K	0.04%	278
2026 Q1	$1.24M	Sell	39,404 -176	-0.4%	-$5.48K	0.04%	259
2025 Q4	$1.19M	Buy	39,580 +22,684	+134%	+$663K	0.04%	247
2025 Q3	$492K	Sell	16,896 -1,094	-6%	-$31.1K	0.02%	466
2025 Q2	$504K	Sell	17,990 -998	-5%	-$26.2K	0.02%	430
2025 Q1	$471K	Buy	18,988 +2,309	+14%	+$62K	0.02%	398
2024 Q4	$430K	Buy	+16,679	New	+$450K	0.02%	430

Other funds holding SCHV

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CFG

Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

Veery Capital Wilmington, Delaware $375M AUM 14.26% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Persium Advisors Atlanta, Georgia $191M AUM 23.01% 1-Year Est. Return

MWP

Meriwether Wealth & Planning Minden, Louisiana $222M AUM 15.77% 1-Year Est. Return

Friday Financial Dubuque, Iowa $506M AUM 14.2% 1-Year Est. Return

JBGlobal.com New York $113M AUM 8.09% 1-Year Est. Return

GCP

Gill Capital Partners Denver, Colorado $366M AUM 12.21% 1-Year Est. Return

Wedmont Private Capital's SCHV Position: Q3 2026 in Review

Wedmont Private Capital increased its Schwab US Large-Cap Value ETF (SCHV) stake by 22% in Q3 2026, buying an estimated $292K and bringing the position to 46,322 shares worth $1.57M. The position accounts for 0.04% of the portfolio, ranked #259.

Wedmont Private Capital first reported a position in SCHV in Q4 2024 and has held it in 8 quarters since. 81 funds tracked by Wall St. Rank hold SCHV as of Q3 2026.

Wedmont Private Capital held 46,322 shares of Schwab US Large-Cap Value ETF worth $1.57M as of Q3 2026.
Wedmont Private Capital bought 8,500 Schwab US Large-Cap Value ETF shares in Q3 2026, an estimated $292K.
Schwab US Large-Cap Value ETF made up 0.04% of Wedmont Private Capital's portfolio in Q3 2026, its #259 holding.
Wedmont Private Capital first reported a position in Schwab US Large-Cap Value ETF in Q4 2024 and has held it in 8 quarters since.
81 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.