CGFA
SCHV

Colton Groome Financial Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Colton Groome Financial Advisors’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 		$228K Buy
+6,546
New +$216K 0.06% 155
2026
Q1 		– Sell
-6,836
Closed -$202K – 144
2025
Q4 		$202K Sell
6,836
-673
-9% -$19.7K 0.06% 135
2025
Q3 		$219K Sell
7,509
-10
-0.1% -$284 0.07% 132
2025
Q2 		$208K Sell
7,519
-625
-8% -$16.4K 0.07% 130
2025
Q1 		$210K Sell
8,144
-3,225
-28% -$86.6K 0.08% 119
2024
Q4 		$296K Sell
11,369
-73
-0.6% -$1.97K 0.11% 98
2024
Q3 		$307K Sell
11,442
-1,680
-13% -$43.2K 0.11% 105
2024
Q2 		$324K Sell
13,122
-552
-4% -$13.6K 0.13% 93
2024
Q1 		$346K Sell
13,674
-1,476
-10% -$35.4K 0.14% 85
2023
Q4 		$354K Sell
15,150
-1,815
-11% -$39.7K 0.15% 83
2023
Q3 		$365K Sell
16,965
-165
-1% -$3.71K 0.18% 81
2023
Q2 		$383K Sell
17,130
-3,021
-15% -$66K 0.18% 82
2023
Q1 		$441K Sell
20,151
-201,543
-91% -$4.48M 0.21% 82
2022
Q4 		$4.88M Buy
221,694
+76,761
+53% +$1.66M 2.39% 7
2022
Q3 		$2.83M Sell
144,933
-283,869
-66% -$6.11M 1.44% 13
2022
Q2 		$8.92M Sell
428,802
-47,667
-10% -$1.07M 4.46% 3
2022
Q1 		$11.3M Buy
476,469
+111,840
+31% +$2.65M 5.24% 4
2021
Q4 		$8.9M Sell
364,629
-83,412
-19% -$1.98M 3.62% 8
2021
Q3 		$10.1M Sell
448,041
-109,071
-20% -$2.52M 4.38% 7
2021
Q2 		$12.7M Buy
557,112
+110,598
+25% +$2.51M 5.81% 2
2021
Q1 		$9.72M Buy
446,514
+48,957
+12% +$1.02M 5.43% 6
2020
Q4 		$7.89M Buy
397,557
+20,106
+5% +$376K 5.08% 5
2020
Q3 		$6.57M Sell
377,451
-452,274
-55% -$7.91M 4.61% 7
2020
Q2 		$13.9M Buy
829,725
+615,579
+287% +$10.1M 10.08% 1
2020
Q1 		$3.16M Sell
214,146
-423,714
-66% -$7.77M 2.61% 6
2019
Q4 		$12.8M Buy
637,860
+67,542
+12% +$1.31M 9.16% 1
2019
Q3 		$11.2M Buy
570,318
+18,600
+3% +$348K 8.24% 1
2019
Q2 		$10.3M Buy
+551,718
New +$10.2M 8.27% 3

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

Colton Groome Financial Advisors's SCHV Position: Q2 2026 in Review

Colton Groome Financial Advisors opened a new position in Schwab US Large-Cap Value ETF (SCHV) in Q2 2026: 6,546 shares worth $228K. The stake represents 0.06% of the portfolio and ranks #155 among its holdings. This is a return to the name: Colton Groome Financial Advisors previously reported a position in SCHV as recently as Q4 2025.

Colton Groome Financial Advisors first reported a position in SCHV in Q2 2019 and has held it in 28 quarters since. The position peaked at $13.9M in Q2 2020. 344 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Colton Groome Financial Advisors held 6,546 shares of Schwab US Large-Cap Value ETF worth $228K as of Q2 2026.
  • Schwab US Large-Cap Value ETF was a new Colton Groome Financial Advisors position in Q2 2026.
  • Schwab US Large-Cap Value ETF made up 0.06% of Colton Groome Financial Advisors's portfolio in Q2 2026, its #155 holding.
  • Colton Groome Financial Advisors first reported a position in Schwab US Large-Cap Value ETF in Q2 2019 and has held it in 28 quarters since.
  • Colton Groome Financial Advisors's Schwab US Large-Cap Value ETF position peaked at $13.9M in Q2 2020.
  • 344 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Colton Groome Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.