Western Reserve Capital Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$216K Buy
+6,201
New +$204K 0.16% 51

Other funds holding SCHV

Western Reserve Capital Management's SCHV Position: Q2 2026 in Review

Western Reserve Capital Management opened a new position in Schwab US Large-Cap Value ETF (SCHV) in Q2 2026: 6,201 shares worth $216K. The stake represents 0.16% of the portfolio and ranks #51 among its holdings.

988 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Western Reserve Capital Management held 6,201 shares of Schwab US Large-Cap Value ETF worth $216K as of Q2 2026.
  • Schwab US Large-Cap Value ETF was a new Western Reserve Capital Management position in Q2 2026.
  • Schwab US Large-Cap Value ETF made up 0.16% of Western Reserve Capital Management's portfolio in Q2 2026, its #51 holding.
  • 988 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Western Reserve Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.