BF
SCHV

Brooklyn FI’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Brooklyn FI’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 		$22.7K Buy
+664
New +$21.9K ﹤0.01% 216

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

Brooklyn FI's SCHV Position: Q2 2026 in Review

Brooklyn FI opened a new position in Schwab US Large-Cap Value ETF (SCHV) in Q2 2026: 664 shares worth $22.7K. The stake represents ﹤0.01% of the portfolio and ranks #216 among its holdings.

987 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Brooklyn FI held 664 shares of Schwab US Large-Cap Value ETF worth $22.7K as of Q2 2026.
  • Schwab US Large-Cap Value ETF was a new Brooklyn FI position in Q2 2026.
  • Schwab US Large-Cap Value ETF made up ﹤0.01% of Brooklyn FI's portfolio in Q2 2026, its #216 holding.
  • 987 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Brooklyn FI's 13F filing for Q2 2026, filed 4 Aug 2026.