CFFP
SCHV

Center for Financial Planning’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Center for Financial Planning’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 		$692K Hold
19,879
– – 0.06% 96
2026
Q1 		$606K Buy
19,879
+346
+2% +$10.8K 0.06% 97
2025
Q4 		$578K Hold
19,533
– – 0.06% 98
2025
Q3 		$569K Hold
19,533
– – 0.06% 98
2025
Q2 		$540K Hold
19,533
– – 0.06% 98
2025
Q1 		$519K Hold
19,533
– – 0.07% 96
2024
Q4 		$509K Hold
19,533
– – 0.07% 91
2024
Q3 		$523K Hold
19,533
– – 0.07% 86
2024
Q2 		$482K Hold
19,533
– – 0.07% 90
2024
Q1 		$495K Hold
19,533
– – 0.07% 89
2023
Q4 		$456K Hold
19,533
– – 0.08% 87
2023
Q3 		$420K Hold
19,533
– – 0.09% 86
2023
Q2 		$437K Buy
19,533
+2,625
+16% +$57.3K 0.09% 86
2023
Q1 		$370K Hold
16,908
– – 0.09% 93
2022
Q4 		$372K Hold
16,908
– – 0.09% 91
2022
Q3 		$330K Hold
16,908
– – 0.09% 89
2022
Q2 		$352K Hold
16,908
– – 0.09% 90
2022
Q1 		$402K Buy
+16,908
New +$400K 0.08% 93
2020
Q2 		– Sell
-84
Closed -$1K – 553
2020
Q1 		$1K Buy
+84
New +$1.54K ﹤0.01% 549

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

Center for Financial Planning's SCHV Position: Q2 2026 in Review

Center for Financial Planning held its Schwab US Large-Cap Value ETF (SCHV) position steady in Q2 2026 at 19,879 shares worth $692K. The position accounts for 0.06% of the portfolio, ranked #96.

Center for Financial Planning first reported a position in SCHV in Q1 2020 and has held it in 19 quarters since. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Center for Financial Planning held 19,879 shares of Schwab US Large-Cap Value ETF worth $692K as of Q2 2026.
  • Center for Financial Planning left its Schwab US Large-Cap Value ETF share count unchanged in Q2 2026.
  • Schwab US Large-Cap Value ETF made up 0.06% of Center for Financial Planning's portfolio in Q2 2026, its #96 holding.
  • Center for Financial Planning first reported a position in Schwab US Large-Cap Value ETF in Q1 2020 and has held it in 19 quarters since.
  • 991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.