SEC 13F Intelligence

Usadvisors Wealth Management, LLC / SCHV

Usadvisors Wealth Management, LLC’s Schwab Strategic Tr Position

Does Usadvisors Wealth Management, LLC own Schwab Strategic Tr (SCHV)? Yes — 730.7K shares worth $22M (+7.26% of its 13F portfolio) as of Q1 2026, up from 700.1K shares the prior filed quarter.

Position Value
$22M
Q1 2026
Shares
730.7K
% of Portfolio
+7.26%
Quarters Held
11
currently held

Position History SCHV

Reported value by quarter
Q3 ’23: $241,000Q3 ’23Q4 ’23: $8MQ1 ’24: $10MQ1 ’24Q2 ’24: $11MQ3 ’24: $12MQ3 ’24Q4 ’24: $14MQ1 ’25: $14MQ1 ’25Q2 ’25: $16MQ3 ’25: $19MQ3 ’25Q4 ’25: $21MQ1 ’26: $22MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026730.7K$22M+7.26%
Q4 2025700.1K$21M+6.83%
Q3 2025636.6K$19M+6.39%
Q2 2025591.0K$16M+6.08%
Q1 2025522.4K$14M+4.84%
Q4 2024520.7K$14M+4.41%
Q3 2024152.9K$12M+4.28%
Q2 2024106.2K$11M+3.77%
Q1 2024128.3K$10M+3.67%
Q4 2023118.8K$8M+3.46%
Q3 20233.7K$241,000+0.11%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Usadvisors Wealth Management, LLC’s full portfolio or all institutional holders of SCHV.