Wolff Wiese Magana’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Wolff Wiese Magana’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	$523	Hold	15	–	–	﹤0.01%	967
2026 Q1	$458	Sell	15 -5	-25%	-$156	﹤0.01%	928
2025 Q4	$593	Hold	20	–	–	﹤0.01%	874
2025 Q3	$583	Sell	20 -10	-33%	-$284	﹤0.01%	887
2025 Q2	$831	Hold	30	–	–	﹤0.01%	864
2025 Q1	$798	Hold	30	–	–	﹤0.01%	877
2024 Q4	$783	Hold	30	–	–	﹤0.01%	845
2024 Q3	$804	Hold	30	–	–	﹤0.01%	878
2024 Q2	$741	Hold	30	–	–	﹤0.01%	667
2024 Q1	$760	Hold	30	–	–	﹤0.01%	599
2023 Q4	$701	Hold	30	–	–	﹤0.01%	596
2023 Q3	$645	Hold	30	–	–	﹤0.01%	665
2023 Q2	$671	Hold	30	–	–	﹤0.01%	653
2023 Q1	$656	Hold	30	–	–	﹤0.01%	617
2022 Q4	$660	Hold	30	–	–	﹤0.01%	611
2022 Q3	$1K	Hold	30	–	–	﹤0.01%	792
2022 Q2	$1K	Hold	30	–	–	﹤0.01%	809
2022 Q1	$1K	Hold	30	–	–	﹤0.01%	783
2021 Q4	$1K	Hold	30	–	–	﹤0.01%	775
2021 Q3	$1K	Hold	30	–	–	﹤0.01%	780
2021 Q2	$1K	Hold	30	–	–	﹤0.01%	805
2021 Q1	$1K	Hold	30	–	–	﹤0.01%	709
2020 Q4	$1K	Buy	+30	New	+$561	﹤0.01%	660

Other funds holding SCHV

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

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

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

Wolff Wiese Magana's SCHV Position: Q2 2026 in Review

Wolff Wiese Magana held its Schwab US Large-Cap Value ETF (SCHV) position steady in Q2 2026 at 15 shares worth $523. The position accounts for ﹤0.01% of the portfolio, ranked #967.

Wolff Wiese Magana first reported a position in SCHV in Q4 2020 and has held it in 23 quarters since. The position peaked at $1K in Q3 2022. 425 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

Wolff Wiese Magana held 15 shares of Schwab US Large-Cap Value ETF worth $523 as of Q2 2026.
Wolff Wiese Magana left its Schwab US Large-Cap Value ETF share count unchanged in Q2 2026.
Schwab US Large-Cap Value ETF made up ﹤0.01% of Wolff Wiese Magana's portfolio in Q2 2026, its #967 holding.
Wolff Wiese Magana first reported a position in Schwab US Large-Cap Value ETF in Q4 2020 and has held it in 23 quarters since.
Wolff Wiese Magana's Schwab US Large-Cap Value ETF position peaked at $1K in Q3 2022.
425 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Wolff Wiese Magana's 13F filing for Q2 2026, filed 13 Jul 2026.