Whitaker-Myers Wealth Managers’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Whitaker-Myers Wealth Managers’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	$20.1M	Sell	576,393 -957	-0.2%	-$31.5K	3.35%	12
2026 Q1	$17.6M	Buy	577,350 +24,020	+4%	+$748K	3.51%	11
2025 Q4	$16.4M	Buy	553,330 +36,507	+7%	+$1.07M	3.42%	11
2025 Q3	$15M	Buy	516,823 +28,754	+6%	+$817K	3.28%	11
2025 Q2	$13.5M	Buy	488,069 +111,536	+30%	+$2.93M	3.4%	12
2025 Q1	$10M	Buy	376,533 +19,842	+6%	+$533K	2.81%	13
2024 Q4	$9.3M	Buy	356,691 +74,298	+26%	+$2.01M	2.71%	13
2024 Q3	$7.57M	Buy	282,393 +42,222	+18%	+$1.08M	2.52%	14
2024 Q2	$5.93M	Buy	240,171 +218,535	+1,010%	+$5.4M	2.19%	14
2024 Q1	$548K	Buy	+21,636	New	+$519K	0.23%	56

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

Whitaker-Myers Wealth Managers's SCHV Position: Q2 2026 in Review

Whitaker-Myers Wealth Managers reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 0.17% in Q2 2026, selling an estimated $31.5K and leaving 576,393 shares worth $20.1M. The position accounts for 3.35% of the portfolio, ranked #12.

Whitaker-Myers Wealth Managers first reported a position in SCHV in Q1 2024 and has held it in 10 quarters since. 987 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

Whitaker-Myers Wealth Managers held 576,393 shares of Schwab US Large-Cap Value ETF worth $20.1M as of Q2 2026.
Whitaker-Myers Wealth Managers sold 957 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $31.5K.
Schwab US Large-Cap Value ETF made up 3.35% of Whitaker-Myers Wealth Managers's portfolio in Q2 2026, its #12 holding.
Whitaker-Myers Wealth Managers first reported a position in Schwab US Large-Cap Value ETF in Q1 2024 and has held it in 10 quarters since.
987 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q2 2026, filed 9 Jul 2026.