WFA
SCHV

WMG Financial Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

WMG Financial Advisors’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 		$556K Sell
15,985
-531
-3% -$17.5K 0.21% 50
2026
Q1 		$504K Sell
16,516
-260
-2% -$8.1K 0.21% 46
2025
Q4 		$497K Sell
16,776
-232
-1% -$6.78K 0.2% 61
2025
Q3 		$495K Sell
17,008
-2,199
-11% -$62.5K 0.17% 92
2025
Q2 		$531K Buy
19,207
+575
+3% +$15.1K 0.2% 73
2025
Q1 		$495K Sell
18,632
-175
-0.9% -$4.7K 0.21% 75
2024
Q4 		$490K Sell
18,807
-477
-2% -$12.9K 0.21% 75
2024
Q3 		$517K Buy
19,284
+924
+5% +$23.7K 0.23% 65
2024
Q2 		$453K Sell
18,360
-375
-2% -$9.27K 0.24% 66
2024
Q1 		$474K Buy
+18,735
New +$449K 0.27% 65

Other funds holding SCHV

APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
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
RRWA
Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 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
SWRP
Summit Wealth & Retirement Planning San Ramon, California $472M AUM 25.49% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

WMG Financial Advisors's SCHV Position: Q2 2026 in Review

WMG Financial Advisors reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 3.2% in Q2 2026, selling an estimated $17.5K and leaving 15,985 shares worth $556K. The position accounts for 0.21% of the portfolio, ranked #50.

WMG Financial Advisors first reported a position in SCHV in Q1 2024 and has held it in 10 quarters since. 441 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • WMG Financial Advisors held 15,985 shares of Schwab US Large-Cap Value ETF worth $556K as of Q2 2026.
  • WMG Financial Advisors sold 531 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $17.5K.
  • Schwab US Large-Cap Value ETF made up 0.21% of WMG Financial Advisors's portfolio in Q2 2026, its #50 holding.
  • WMG Financial Advisors first reported a position in Schwab US Large-Cap Value ETF in Q1 2024 and has held it in 10 quarters since.
  • 441 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on WMG Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.