CFP
SCHV

Cypress Financial Planning’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Cypress Financial Planning’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 		$3.75M Buy
107,858
+3,948
+4% +$130K 0.91% 17
2026
Q1 		$3.17M Sell
103,910
-5,981
-5% -$186K 0.87% 17
2025
Q4 		$3.25M Buy
+109,891
New +$3.21M 0.9% 18

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
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
VC
Veery Capital Wilmington, Delaware $372M AUM 21.43% 1-Year Est. Return
BMWS
Brady Martz Wealth Solutions Grand Forks, North Dakota $662M AUM 22.48% 1-Year Est. Return

Cypress Financial Planning's SCHV Position: Q2 2026 in Review

Cypress Financial Planning increased its Schwab US Large-Cap Value ETF (SCHV) stake by 3.8% in Q2 2026, buying an estimated $130K and bringing the position to 107,858 shares worth $3.75M. The position accounts for 0.91% of the portfolio, ranked #17.

Cypress Financial Planning first reported a position in SCHV in Q4 2025 and has held it in 3 quarters since. 310 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Cypress Financial Planning held 107,858 shares of Schwab US Large-Cap Value ETF worth $3.75M as of Q2 2026.
  • Cypress Financial Planning bought 3,948 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $130K.
  • Schwab US Large-Cap Value ETF made up 0.91% of Cypress Financial Planning's portfolio in Q2 2026, its #17 holding.
  • Cypress Financial Planning first reported a position in Schwab US Large-Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 310 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Cypress Financial Planning's 13F filing for Q2 2026, filed 9 Jul 2026.