WMG
SCHV

WESCAP Management Group’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

WESCAP Management Group’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 		$774K Buy
25,369
+2,129
+9% +$66.3K 0.15% 76
2025
Q4 		$688K Buy
23,240
+89
+0.4% +$2.6K 0.14% 77
2025
Q3 		$674K Hold
23,151
– – 0.14% 76
2025
Q2 		$641K Buy
23,151
+3,188
+16% +$83.8K 0.15% 72
2025
Q1 		$531K Buy
19,963
+951
+5% +$25.5K 0.13% 73
2024
Q4 		$496K Buy
19,012
+1,774
+10% +$47.9K 0.12% 76
2024
Q3 		$462K Sell
17,238
-549
-3% -$14.1K 0.12% 74
2024
Q2 		$439K Hold
17,787
– – 0.12% 75
2024
Q1 		$450K Sell
17,787
-771
-4% -$18.5K 0.13% 76
2023
Q4 		$434K Buy
+18,558
New +$406K 0.14% 73

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
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

WESCAP Management Group's SCHV Position: Q1 2026 in Review

WESCAP Management Group increased its Schwab US Large-Cap Value ETF (SCHV) stake by 9.2% in Q1 2026, buying an estimated $66.3K and bringing the position to 25,369 shares worth $774K. The position accounts for 0.15% of the portfolio, ranked #76.

WESCAP Management Group first reported a position in SCHV in Q4 2023 and has held it in 10 quarters since. 962 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

  • WESCAP Management Group held 25,369 shares of Schwab US Large-Cap Value ETF worth $774K as of Q1 2026.
  • WESCAP Management Group bought 2,129 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $66.3K.
  • Schwab US Large-Cap Value ETF made up 0.15% of WESCAP Management Group's portfolio in Q1 2026, its #76 holding.
  • WESCAP Management Group first reported a position in Schwab US Large-Cap Value ETF in Q4 2023 and has held it in 10 quarters since.
  • 962 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

Based on WESCAP Management Group's 13F filing for Q1 2026, filed 12 May 2026.