WRPWM
SCHV

Werba Rubin Papier Wealth Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Werba Rubin Papier Wealth Management’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 		$7.09M Buy
203,775
+7,985
+4% +$263K 0.86% 21
2026
Q1 		$5.97M Buy
195,790
+6,075
+3% +$189K 0.83% 20
2025
Q4 		$5.62M Sell
189,715
-10,238
-5% -$299K 1.52% 16
2025
Q3 		$5.82M Sell
199,953
-10,669
-5% -$303K 0.94% 19
2025
Q2 		$5.83M Sell
210,622
-11,194
-5% -$294K 1.1% 15
2025
Q1 		$5.9M Buy
221,816
+24,161
+12% +$648K 1.28% 15
2024
Q4 		$5.15M Buy
197,655
+1,245
+0.6% +$33.6K 1.22% 13
2024
Q3 		$5.26M Buy
196,410
+2,415
+1% +$62K 1.23% 12
2024
Q2 		$4.79M Sell
193,995
-189
-0.1% -$4.67K 1.32% 11
2024
Q1 		$4.92M Sell
194,184
-4,068
-2% -$97.5K 1.43% 10
2023
Q4 		$4.63M Sell
198,252
-1,380
-0.7% -$30.2K 1.57% 9
2023
Q3 		$4.29M Sell
199,632
-8,694
-4% -$195K 1.53% 11
2023
Q2 		$4.66M Buy
208,326
+2,346
+1% +$51.2K 1.62% 11
2023
Q1 		$4.5M Sell
205,980
-29,829
-13% -$663K 1.77% 13
2022
Q4 		$5.19M Buy
+235,809
New +$5.11M 2.14% 9

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Envestnet Asset Management
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
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Osaic Holdings
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
SC
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

Werba Rubin Papier Wealth Management's SCHV Position: Q2 2026 in Review

Werba Rubin Papier Wealth Management increased its Schwab US Large-Cap Value ETF (SCHV) stake by 4.1% in Q2 2026, buying an estimated $263K and bringing the position to 203,775 shares worth $7.09M. The position accounts for 0.86% of the portfolio, ranked #21.

Werba Rubin Papier Wealth Management first reported a position in SCHV in Q4 2022 and has held it in 15 quarters since. 990 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Werba Rubin Papier Wealth Management held 203,775 shares of Schwab US Large-Cap Value ETF worth $7.09M as of Q2 2026.
  • Werba Rubin Papier Wealth Management bought 7,985 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $263K.
  • Schwab US Large-Cap Value ETF made up 0.86% of Werba Rubin Papier Wealth Management's portfolio in Q2 2026, its #21 holding.
  • Werba Rubin Papier Wealth Management first reported a position in Schwab US Large-Cap Value ETF in Q4 2022 and has held it in 15 quarters since.
  • 990 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Werba Rubin Papier Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.