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

Western 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	$493K	Sell	14,174 -8,772	-38%	-$289K	0.02%	679
2026 Q1	$700K	Buy	+22,946	New	+$715K	0.03%	549
2025 Q1	–	Sell	-15,985	Closed	-$417K	–	765
2024 Q4	$417K	Sell	15,985 -3,158	-16%	-$85.3K	0.02%	512
2024 Q3	$513K	Buy	+19,143	New	+$492K	0.03%	458
2024 Q1	–	Sell	-17,904	Closed	-$418K	–	712
2023 Q4	$418K	Buy	17,904 +525	+3%	+$11.5K	0.03%	459
2023 Q3	$373K	Buy	17,379 +1,920	+12%	+$43.1K	0.03%	452
2023 Q2	$346K	Sell	15,459 -291	-2%	-$6.35K	0.03%	470
2023 Q1	$344K	Buy	15,750 +144	+0.9%	+$3.2K	0.03%	460
2022 Q4	$343K	Sell	15,606 -4,518	-22%	-$97.8K	0.04%	427
2022 Q3	$418K	Buy	20,124 +321	+2%	+$6.91K	0.02%	547
2022 Q2	$415K	Buy	19,803 +2,058	+12%	+$46.2K	0.02%	524
2022 Q1	$422K	Buy	+17,745	New	+$420K	0.02%	578
2021 Q2	$221K	Buy	+9,669	New	+$219K	0.02%	579

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

Western Wealth Management's SCHV Position: Q2 2026 in Review

Western Wealth Management reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 38% in Q2 2026, selling an estimated $289K and leaving 14,174 shares worth $493K. The position accounts for 0.02% of the portfolio, ranked #679.

Western Wealth Management first reported a position in SCHV in Q2 2021 and has held it in 13 quarters since. The position peaked at $700K in Q1 2026. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

Western Wealth Management held 14,174 shares of Schwab US Large-Cap Value ETF worth $493K as of Q2 2026.
Western Wealth Management sold 8,772 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $289K.
Schwab US Large-Cap Value ETF made up 0.02% of Western Wealth Management's portfolio in Q2 2026, its #679 holding.
Western Wealth Management first reported a position in Schwab US Large-Cap Value ETF in Q2 2021 and has held it in 13 quarters since.
Western Wealth Management's Schwab US Large-Cap Value ETF position peaked at $700K in Q1 2026.
991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.