WA
SCHV

WPG Advisers’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

WPG Advisers’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 		$929K Sell
26,675
-88
-0.3% -$2.9K 0.55% 29
2026
Q1 		$816K Sell
26,763
-1,433
-5% -$44.6K 0.6% 24
2025
Q4 		$835K Buy
28,196
+89
+0.3% +$2.6K 0.62% 27
2025
Q3 		$818K Sell
28,107
-564
-2% -$16K 0.63% 25
2025
Q2 		$793K Buy
28,671
+58
+0.2% +$1.52K 0.67% 24
2025
Q1 		$761K Buy
28,613
+5,641
+25% +$151K 0.71% 22
2024
Q4 		$599K Buy
+22,972
New +$620K 0.56% 26

Other funds holding SCHV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
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
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
MAG
Mokosak Advisory Group Urbandale, Iowa $462M AUM 25.98% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

WPG Advisers's SCHV Position: Q2 2026 in Review

WPG Advisers reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 0.33% in Q2 2026, selling an estimated $2.9K and leaving 26,675 shares worth $929K. The position accounts for 0.55% of the portfolio, ranked #29.

WPG Advisers first reported a position in SCHV in Q4 2024 and has held it in 7 quarters since. 677 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • WPG Advisers held 26,675 shares of Schwab US Large-Cap Value ETF worth $929K as of Q2 2026.
  • WPG Advisers sold 88 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $2.9K.
  • Schwab US Large-Cap Value ETF made up 0.55% of WPG Advisers's portfolio in Q2 2026, its #29 holding.
  • WPG Advisers first reported a position in Schwab US Large-Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 677 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on WPG Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.