WPC
SCHV

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
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

APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
RRWA
Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
SWRP
Summit Wealth & Retirement Planning San Ramon, California $472M AUM 25.49% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Wedmont Private Capital's SCHV Position: Q2 2026 in Review

Wedmont Private Capital reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 4% in Q2 2026, selling an estimated $52.1K and leaving 37,822 shares worth $1.3M. The position accounts for 0.04% of the portfolio, ranked #278.

Wedmont Private Capital first reported a position in SCHV in Q4 2024 and has held it in 7 quarters since. 429 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Wedmont Private Capital held 37,822 shares of Schwab US Large-Cap Value ETF worth $1.3M as of Q2 2026.
  • Wedmont Private Capital sold 1,582 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $52.1K.
  • Schwab US Large-Cap Value ETF made up 0.04% of Wedmont Private Capital's portfolio in Q2 2026, its #278 holding.
  • Wedmont Private Capital first reported a position in Schwab US Large-Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 429 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.