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

Winebrenner Capital 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	$218K	Buy	+6,276	New	+$207K	0.13%	133

Other funds holding SCHV

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

HRC Wealth Management Moscow, Idaho $244M AUM 21.86% 1-Year Est. Return

Veery Capital Wilmington, Delaware $372M AUM 21.43% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Meriwether Wealth & Planning Minden, Louisiana $202M AUM 22.64% 1-Year Est. Return

Winebrenner Capital Management's SCHV Position: Q2 2026 in Review

Winebrenner Capital Management opened a new position in Schwab US Large-Cap Value ETF (SCHV) in Q2 2026: 6,276 shares worth $218K. The stake represents 0.13% of the portfolio and ranks #133 among its holdings.

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

Winebrenner Capital Management held 6,276 shares of Schwab US Large-Cap Value ETF worth $218K as of Q2 2026.
Schwab US Large-Cap Value ETF was a new Winebrenner Capital Management position in Q2 2026.
Schwab US Large-Cap Value ETF made up 0.13% of Winebrenner Capital Management's portfolio in Q2 2026, its #133 holding.
189 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Winebrenner Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.