Wescott Financial Advisory Group’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Wescott Financial Advisory 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 Q2	$1.7M	Buy	48,729 +1,026	+2%	+$33.8K	0.13%	76
2026 Q1	$1.45M	Buy	47,703 +12,573	+36%	+$392K	0.13%	77
2025 Q4	$1.04M	Buy	+35,130	New	+$1.03M	0.09%	97
2024 Q1	–	Sell	-8,784	Closed	-$205K	–	173
2023 Q4	$205K	Buy	+8,784	New	+$192K	0.03%	158
2022 Q2	–	Sell	-11,001	Closed	-$262K	–	140
2022 Q1	$262K	Buy	+11,001	New	+$260K	0.07%	108

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

Wescott Financial Advisory Group's SCHV Position: Q2 2026 in Review

Wescott Financial Advisory Group increased its Schwab US Large-Cap Value ETF (SCHV) stake by 2.2% in Q2 2026, buying an estimated $33.8K and bringing the position to 48,729 shares worth $1.7M. The position accounts for 0.13% of the portfolio, ranked #76.

Wescott Financial Advisory Group first reported a position in SCHV in Q1 2022 and has held it in 5 quarters since. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

Wescott Financial Advisory Group held 48,729 shares of Schwab US Large-Cap Value ETF worth $1.7M as of Q2 2026.
Wescott Financial Advisory Group bought 1,026 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $33.8K.
Schwab US Large-Cap Value ETF made up 0.13% of Wescott Financial Advisory Group's portfolio in Q2 2026, its #76 holding.
Wescott Financial Advisory Group first reported a position in Schwab US Large-Cap Value ETF in Q1 2022 and has held it in 5 quarters since.
991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.