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 Q3	$12.6M	Sell	379,462 -196,931	-34%	-$6.77M	2.06%	17
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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CFG

Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

Veery Capital Wilmington, Delaware $375M AUM 14.26% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Persium Advisors Atlanta, Georgia $191M AUM 23.01% 1-Year Est. Return

MWP

Meriwether Wealth & Planning Minden, Louisiana $222M AUM 15.77% 1-Year Est. Return

Friday Financial Dubuque, Iowa $506M AUM 14.2% 1-Year Est. Return

JBGlobal.com New York $113M AUM 8.09% 1-Year Est. Return

GCP

Gill Capital Partners Denver, Colorado $366M AUM 12.21% 1-Year Est. Return

Whitaker-Myers Wealth Managers's SCHV Position: Q3 2026 in Review

Whitaker-Myers Wealth Managers reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 34% in Q3 2026, selling an estimated $6.77M and leaving 379,462 shares worth $12.6M. The position accounts for 2.06% of the portfolio, ranked #17.

Whitaker-Myers Wealth Managers first reported a position in SCHV in Q1 2024 and has held it in 11 quarters since. The position peaked at $20.1M in Q2 2026. 72 funds tracked by Wall St. Rank hold SCHV as of Q3 2026.

Whitaker-Myers Wealth Managers held 379,462 shares of Schwab US Large-Cap Value ETF worth $12.6M as of Q3 2026.
Whitaker-Myers Wealth Managers sold 196,931 Schwab US Large-Cap Value ETF shares in Q3 2026, an estimated $6.77M.
Schwab US Large-Cap Value ETF made up 2.06% of Whitaker-Myers Wealth Managers's portfolio in Q3 2026, its #17 holding.
Whitaker-Myers Wealth Managers first reported a position in Schwab US Large-Cap Value ETF in Q1 2024 and has held it in 11 quarters since.
Whitaker-Myers Wealth Managers's Schwab US Large-Cap Value ETF position peaked at $20.1M in Q2 2026.
72 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2026.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.