Collective Family Office’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Collective Family Office’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 Q3	$442K	Buy	13,283 +146	+1%	+$5.02K	0.09%	125
2026 Q2	$457K	Buy	13,137 +4,974	+61%	+$164K	0.09%	124
2026 Q1	$249K	Hold	8,163	–	–	0.06%	147
2025 Q4	$242K	Hold	8,163	–	–	0.06%	150
2025 Q3	$238K	Buy	8,163 +350	+4%	+$9.94K	0.06%	152
2025 Q2	$216K	Buy	+7,813	New	+$205K	0.06%	154
2023 Q4	–	Sell	-25,740	Closed	-$553K	–	185
2023 Q3	$553K	Hold	25,740	–	–	0.22%	92
2023 Q2	$576K	Sell	25,740 -32,250	-56%	-$704K	0.23%	90
2023 Q1	$1.27M	Sell	57,990 -10,200	-15%	-$227K	0.52%	50
2022 Q4	$1.5M	Buy	+68,190	New	+$1.48M	0.67%	42

Other funds holding SCHV

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

CFG

Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

Veery Capital Wilmington, Delaware $375M AUM 14.26% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Persium Advisors Atlanta, Georgia $191M AUM 23.01% 1-Year Est. Return

MWP

Meriwether Wealth & Planning Minden, Louisiana $222M AUM 15.77% 1-Year Est. Return

Friday Financial Dubuque, Iowa $506M AUM 14.2% 1-Year Est. Return

CIA

Cape Investment Advisory Mcdonough, Georgia $388M AUM 17.15% 1-Year Est. Return

Collective Family Office's SCHV Position: Q3 2026 in Review

Collective Family Office increased its Schwab US Large-Cap Value ETF (SCHV) stake by 1.1% in Q3 2026, buying an estimated $5.02K and bringing the position to 13,283 shares worth $442K. The position accounts for 0.09% of the portfolio, ranked #125.

Collective Family Office first reported a position in SCHV in Q4 2022 and has held it in 10 quarters since. The position peaked at $1.5M in Q4 2022. 105 funds tracked by Wall St. Rank hold SCHV as of Q3 2026.

Collective Family Office held 13,283 shares of Schwab US Large-Cap Value ETF worth $442K as of Q3 2026.
Collective Family Office bought 146 Schwab US Large-Cap Value ETF shares in Q3 2026, an estimated $5.02K.
Schwab US Large-Cap Value ETF made up 0.09% of Collective Family Office's portfolio in Q3 2026, its #125 holding.
Collective Family Office first reported a position in Schwab US Large-Cap Value ETF in Q4 2022 and has held it in 10 quarters since.
Collective Family Office's Schwab US Large-Cap Value ETF position peaked at $1.5M in Q4 2022.
105 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2026.

Based on Collective Family Office's 13F filing for Q3 2026, filed 5 Oct 2026.