American Financial & Tax Strategies’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

American Financial & Tax Strategies’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	$3.82M	Sell	109,609 -143	-0.1%	-$4.71K	1.72%	21
2026 Q1	$3.35M	Sell	109,752 -4,048	-4%	-$126K	1.63%	20
2025 Q4	$3.37M	Sell	113,800 -22,543	-17%	-$659K	1.68%	19
2025 Q3	$3.97M	Sell	136,343 -3,640	-3%	-$103K	1.98%	16
2025 Q2	$3.87M	Sell	139,983 -3,724	-3%	-$97.9K	2%	15
2025 Q1	$3.82M	Sell	143,707 -11,578	-7%	-$311K	2.05%	14
2024 Q4	$4.05M	Sell	155,285 -169	-0.1%	-$4.56K	2.1%	14
2024 Q3	$4.16M	Sell	155,454 -2,973	-2%	-$76.4K	2.11%	14
2024 Q2	$3.91M	Buy	158,427 +102	+0.1%	+$2.52K	2.06%	15
2024 Q1	$4.01M	Buy	158,325 +50,457	+47%	+$1.21M	2.15%	15
2023 Q4	$1.25M	Buy	+107,868	New	+$2.36M	0.72%	45

Other funds holding SCHV

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

American Financial & Tax Strategies's SCHV Position: Q2 2026 in Review

American Financial & Tax Strategies reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 0.13% in Q2 2026, selling an estimated $4.71K and leaving 109,609 shares worth $3.82M. The position accounts for 1.72% of the portfolio, ranked #21.

American Financial & Tax Strategies first reported a position in SCHV in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.16M in Q3 2024. 858 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

American Financial & Tax Strategies held 109,609 shares of Schwab US Large-Cap Value ETF worth $3.82M as of Q2 2026.
American Financial & Tax Strategies sold 143 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $4.71K.
Schwab US Large-Cap Value ETF made up 1.72% of American Financial & Tax Strategies's portfolio in Q2 2026, its #21 holding.
American Financial & Tax Strategies first reported a position in Schwab US Large-Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
American Financial & Tax Strategies's Schwab US Large-Cap Value ETF position peaked at $4.16M in Q3 2024.
858 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on American Financial & Tax Strategies's 13F filing for Q2 2026, filed 7 Aug 2026.