CL
SCHV

CVFG LLC’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

CVFG LLC’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 		$239K Hold
6,858
– – 0.03% 231
2026
Q1 		$209K Hold
6,858
– – 0.03% 234
2025
Q4 		$203K Buy
+6,858
New +$200K 0.14% 102

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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

CVFG LLC's SCHV Position: Q2 2026 in Review

CVFG LLC held its Schwab US Large-Cap Value ETF (SCHV) position steady in Q2 2026 at 6,858 shares worth $239K. The position accounts for 0.03% of the portfolio, ranked #231.

CVFG LLC first reported a position in SCHV in Q4 2025 and has held it in 3 quarters since. 987 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • CVFG LLC held 6,858 shares of Schwab US Large-Cap Value ETF worth $239K as of Q2 2026.
  • CVFG LLC left its Schwab US Large-Cap Value ETF share count unchanged in Q2 2026.
  • Schwab US Large-Cap Value ETF made up 0.03% of CVFG LLC's portfolio in Q2 2026, its #231 holding.
  • CVFG LLC first reported a position in Schwab US Large-Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 987 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on CVFG LLC's 13F filing for Q2 2026, filed 11 Aug 2026.