AFC
SCHV

Ares Financial Consulting’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Ares Financial Consulting’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 		$21.7K Buy
622
+2
+0.3% +$66 0.02% 394
2026
Q1 		$19K Buy
620
+2
+0.3% +$62 0.01% 411
2025
Q4 		$18.3K Buy
+618
New +$18.1K 0.02% 272

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
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Ares Financial Consulting's SCHV Position: Q2 2026 in Review

Ares Financial Consulting increased its Schwab US Large-Cap Value ETF (SCHV) stake by 0.32% in Q2 2026, buying an estimated $66 and bringing the position to 622 shares worth $21.7K. The position accounts for 0.02% of the portfolio, ranked #394.

Ares Financial Consulting first reported a position in SCHV in Q4 2025 and has held it in 3 quarters since. 635 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Ares Financial Consulting held 622 shares of Schwab US Large-Cap Value ETF worth $21.7K as of Q2 2026.
  • Ares Financial Consulting bought 2 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $66.
  • Schwab US Large-Cap Value ETF made up 0.02% of Ares Financial Consulting's portfolio in Q2 2026, its #394 holding.
  • Ares Financial Consulting first reported a position in Schwab US Large-Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 635 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Ares Financial Consulting's 13F filing for Q2 2026, filed 9 Jul 2026.