BLFG
SCHV

Brian Low Financial Group’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Brian Low Financial Group’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 		$286K Buy
8,219
+1
+0% +$33 0.17% 89
2026
Q1 		$251K Sell
8,218
-312
-4% -$9.72K 0.17% 98
2025
Q4 		$253K Hold
8,530
– – 0.18% 97
2025
Q3 		$248K Hold
8,530
– – 0.19% 96
2025
Q2 		$236K Buy
+8,530
New +$224K 0.22% 96

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

Brian Low Financial Group's SCHV Position: Q2 2026 in Review

Brian Low Financial Group increased its Schwab US Large-Cap Value ETF (SCHV) stake by 0.01% in Q2 2026, buying an estimated $33 and bringing the position to 8,219 shares worth $286K. The position accounts for 0.17% of the portfolio, ranked #89.

Brian Low Financial Group first reported a position in SCHV in Q2 2025 and has held it in 5 quarters since. 993 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Brian Low Financial Group held 8,219 shares of Schwab US Large-Cap Value ETF worth $286K as of Q2 2026.
  • Brian Low Financial Group bought 1 Schwab US Large-Cap Value ETF share in Q2 2026, an estimated $33.
  • Schwab US Large-Cap Value ETF made up 0.17% of Brian Low Financial Group's portfolio in Q2 2026, its #89 holding.
  • Brian Low Financial Group first reported a position in Schwab US Large-Cap Value ETF in Q2 2025 and has held it in 5 quarters since.
  • 993 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Brian Low Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.