WMWM
SCHV

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

Wilkins Miller 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 		$2.92M Buy
83,792
+1,785
+2% +$58.8K 1.6% 21
2026
Q1 		$2.5M Buy
82,007
+1,812
+2% +$56.5K 1.51% 22
2025
Q4 		$2.37M Buy
80,195
+1,373
+2% +$40.1K 1.41% 24
2025
Q3 		$2.29M Buy
78,822
+62
+0.1% +$1.76K 1.42% 21
2025
Q2 		$2.18M Buy
78,760
+8,092
+11% +$213K 1.48% 20
2025
Q1 		$1.88M Buy
70,668
+1,786
+3% +$47.9K 1.41% 22
2024
Q4 		$1.8M Buy
+68,882
New +$1.86M 1.88% 13

Other funds holding SCHV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
HWM
HRC Wealth Management Moscow, Idaho $244M AUM 21.86% 1-Year Est. Return
VC
Veery Capital Wilmington, Delaware $372M AUM 21.43% 1-Year Est. Return
NCMW
Northern Capital Management (Washington) Spokane, Washington $198M AUM 24.66% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

Wilkins Miller Wealth Management's SCHV Position: Q2 2026 in Review

Wilkins Miller Wealth Management increased its Schwab US Large-Cap Value ETF (SCHV) stake by 2.2% in Q2 2026, buying an estimated $58.8K and bringing the position to 83,792 shares worth $2.92M. The position accounts for 1.6% of the portfolio, ranked #21.

Wilkins Miller Wealth Management first reported a position in SCHV in Q4 2024 and has held it in 7 quarters since. 283 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Wilkins Miller Wealth Management held 83,792 shares of Schwab US Large-Cap Value ETF worth $2.92M as of Q2 2026.
  • Wilkins Miller Wealth Management bought 1,785 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $58.8K.
  • Schwab US Large-Cap Value ETF made up 1.6% of Wilkins Miller Wealth Management's portfolio in Q2 2026, its #21 holding.
  • Wilkins Miller Wealth Management first reported a position in Schwab US Large-Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 283 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Wilkins Miller Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.