Bond & Devick Financial Network’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Bond & Devick Financial Network’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	$1.19M	Hold	34,080	–	–	0.29%	55
2026 Q1	$1.04M	Hold	34,080	–	–	0.29%	51
2025 Q4	$1.01M	Sell	34,080 -225	-0.7%	-$6.58K	0.28%	51
2025 Q3	$999K	Hold	34,305	–	–	0.3%	51
2025 Q2	$949K	Hold	34,305	–	–	0.32%	52
2025 Q1	$912K	Buy	34,305 +22,870	+200%	+$614K	0.33%	54
2024 Q4	$919K	Sell	11,435 -22,870	-67%	-$617K	0.39%	52
2024 Q3	$919K	Hold	34,305	–	–	0.39%	52
2024 Q2	$847K	Hold	34,305	–	–	0.45%	43
2024 Q1	$869K	Hold	34,305	–	–	0.47%	42
2023 Q4	$802K	Hold	34,305	–	–	0.46%	43
2023 Q3	$737K	Buy	34,305 +225	+0.7%	+$5.05K	0.47%	44
2023 Q2	$762K	Hold	34,080	–	–	0.47%	44
2023 Q1	$745K	Hold	34,080	–	–	0.48%	46
2022 Q4	$750K	Buy	34,080 +6,960	+26%	+$151K	0.53%	41
2022 Q3	$529K	Buy	27,120 +4,764	+21%	+$103K	0.44%	51
2022 Q2	$465K	Buy	22,356 +2,172	+11%	+$48.8K	0.41%	58
2022 Q1	$480K	Hold	20,184	–	–	0.38%	60
2021 Q4	$493K	Hold	20,184	–	–	0.37%	60
2021 Q3	$454K	Hold	20,184	–	–	0.38%	61
2021 Q2	$460K	Hold	20,184	–	–	0.38%	59
2021 Q1	$439K	Hold	20,184	–	–	0.41%	58
2020 Q4	$401K	Buy	+20,184	New	+$377K	0.46%	58

Other funds holding SCHV

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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

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

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

Bond & Devick Financial Network's SCHV Position: Q2 2026 in Review

Bond & Devick Financial Network held its Schwab US Large-Cap Value ETF (SCHV) position steady in Q2 2026 at 34,080 shares worth $1.19M. The position accounts for 0.29% of the portfolio, ranked #55.

Bond & Devick Financial Network first reported a position in SCHV in Q4 2020 and has held it in 23 quarters since. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

Bond & Devick Financial Network held 34,080 shares of Schwab US Large-Cap Value ETF worth $1.19M as of Q2 2026.
Bond & Devick Financial Network left its Schwab US Large-Cap Value ETF share count unchanged in Q2 2026.
Schwab US Large-Cap Value ETF made up 0.29% of Bond & Devick Financial Network's portfolio in Q2 2026, its #55 holding.
Bond & Devick Financial Network first reported a position in Schwab US Large-Cap Value ETF in Q4 2020 and has held it in 23 quarters since.
991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Bond & Devick Financial Network's 13F filing for Q2 2026, filed 16 Jul 2026.