CFG
SCHV

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

Chapman 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
Q1 		$371K Hold
12,156
– – 0.27% 91
2025
Q4 		$360K Hold
12,156
– – 0.25% 94
2025
Q3 		$354K Buy
+12,156
New +$345K 0.24% 94

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Chapman Financial Group's SCHV Position: Q1 2026 in Review

Chapman Financial Group held its Schwab US Large-Cap Value ETF (SCHV) position steady in Q1 2026 at 12,156 shares worth $371K. The position accounts for 0.27% of the portfolio, ranked #91.

Chapman Financial Group first reported a position in SCHV in Q3 2025 and has held it in 3 quarters since. 962 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

  • Chapman Financial Group held 12,156 shares of Schwab US Large-Cap Value ETF worth $371K as of Q1 2026.
  • Chapman Financial Group left its Schwab US Large-Cap Value ETF share count unchanged in Q1 2026.
  • Schwab US Large-Cap Value ETF made up 0.27% of Chapman Financial Group's portfolio in Q1 2026, its #91 holding.
  • Chapman Financial Group first reported a position in Schwab US Large-Cap Value ETF in Q3 2025 and has held it in 3 quarters since.
  • 962 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

Based on Chapman Financial Group's 13F filing for Q1 2026, filed 12 May 2026.