APFP
SCHV

Action Point Financial Planning’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Action Point Financial Planning’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 		$1.61M Buy
46,278
+39,674
+601% +$1.31M 0.16% 127
2026
Q1 		$201K Buy
+6,604
New +$206K 0.18% 66

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
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
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Action Point Financial Planning's SCHV Position: Q2 2026 in Review

Action Point Financial Planning increased its Schwab US Large-Cap Value ETF (SCHV) stake by 601% in Q2 2026, buying an estimated $1.31M and bringing the position to 46,278 shares worth $1.61M. The position accounts for 0.16% of the portfolio, ranked #127.

Action Point Financial Planning first reported a position in SCHV in Q1 2026 and has held it in 2 quarters since. 989 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Action Point Financial Planning held 46,278 shares of Schwab US Large-Cap Value ETF worth $1.61M as of Q2 2026.
  • Action Point Financial Planning bought 39,674 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $1.31M.
  • Schwab US Large-Cap Value ETF made up 0.16% of Action Point Financial Planning's portfolio in Q2 2026, its #127 holding.
  • Action Point Financial Planning first reported a position in Schwab US Large-Cap Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 989 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.