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

Certior 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	$439K	Buy	12,607 +40	+0.3%	+$1.32K	0.24%	84
2026 Q1	$383K	Sell	12,567 -890	-7%	-$27.7K	0.24%	83
2025 Q4	$398K	Sell	13,457 -165	-1%	-$4.82K	0.27%	79
2025 Q3	$397K	Sell	13,622 -817	-6%	-$23.2K	0.26%	82
2025 Q2	$400K	Buy	14,439 +26	+0.2%	+$683	0.3%	76
2025 Q1	$383K	Sell	14,413 -4,646	-24%	-$125K	0.31%	76
2024 Q4	$497K	Buy	+19,059	New	+$515K	0.43%	56

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

Certior Financial Group's SCHV Position: Q2 2026 in Review

Certior Financial Group increased its Schwab US Large-Cap Value ETF (SCHV) stake by 0.32% in Q2 2026, buying an estimated $1.32K and bringing the position to 12,607 shares worth $439K. The position accounts for 0.24% of the portfolio, ranked #84.

Certior Financial Group first reported a position in SCHV in Q4 2024 and has held it in 7 quarters since. The position peaked at $497K in Q4 2024. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

Certior Financial Group held 12,607 shares of Schwab US Large-Cap Value ETF worth $439K as of Q2 2026.
Certior Financial Group bought 40 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $1.32K.
Schwab US Large-Cap Value ETF made up 0.24% of Certior Financial Group's portfolio in Q2 2026, its #84 holding.
Certior Financial Group first reported a position in Schwab US Large-Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
Certior Financial Group's Schwab US Large-Cap Value ETF position peaked at $497K in Q4 2024.
991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Certior Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.