CFGA
SCHV

Cambridge Financial Group (Arizona)’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Cambridge Financial Group (Arizona)’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 		$2.44M Sell
70,065
-3,930
-5% -$129K 0.77% 28
2026
Q1 		$2.26M Sell
73,995
-21,150
-22% -$659K 0.76% 28
2025
Q4 		$2.58M Buy
95,145
+7,336
+8% +$214K 0.9% 27
2025
Q3 		$2.56M Sell
87,809
-746
-0.8% -$21.2K 0.82% 28
2025
Q2 		$2.45M Buy
88,555
+1,157
+1% +$30.4K 0.92% 26
2025
Q1 		$2.32M Sell
87,398
-473
-0.5% -$12.7K 0.98% 25
2024
Q4 		$2.29M Sell
87,871
-11,117
-11% -$300K 0.98% 24
2024
Q3 		$2.65M Sell
98,988
-570
-0.6% -$14.6K 1.1% 24
2024
Q2 		$2.46M Buy
99,558
+213
+0.2% +$5.26K 1.12% 24
2024
Q1 		$2.52M Sell
99,345
-2,298
-2% -$55.1K 1.2% 23
2023
Q4 		$2.38M Buy
+101,643
New +$2.22M 1.24% 22

Other funds holding SCHV

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
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
NCMW
Northern Capital Management (Washington) Spokane, Washington $235M AUM 26.11% 1-Year Est. Return
HWM
HRC Wealth Management Moscow, Idaho $244M AUM 21.86% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return

Cambridge Financial Group (Arizona)'s SCHV Position: Q2 2026 in Review

Cambridge Financial Group (Arizona) reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 5.3% in Q2 2026, selling an estimated $129K and leaving 70,065 shares worth $2.44M. The position accounts for 0.77% of the portfolio, ranked #28.

Cambridge Financial Group (Arizona) first reported a position in SCHV in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.65M in Q3 2024. 344 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Cambridge Financial Group (Arizona) held 70,065 shares of Schwab US Large-Cap Value ETF worth $2.44M as of Q2 2026.
  • Cambridge Financial Group (Arizona) sold 3,930 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $129K.
  • Schwab US Large-Cap Value ETF made up 0.77% of Cambridge Financial Group (Arizona)'s portfolio in Q2 2026, its #28 holding.
  • Cambridge Financial Group (Arizona) first reported a position in Schwab US Large-Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
  • Cambridge Financial Group (Arizona)'s Schwab US Large-Cap Value ETF position peaked at $2.65M in Q3 2024.
  • 344 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Cambridge Financial Group (Arizona)'s 13F filing for Q2 2026, filed 14 Jul 2026.