DI
SCHV

DAGCO Inc’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

DAGCO Inc’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 		– Sell
-1,041
Closed -$31.8K – 297
2026
Q1 		$31.8K Hold
1,041
– – 0.01% 215
2025
Q4 		$30.8K Hold
1,041
– – 0.01% 220
2025
Q3 		$30.3K Hold
1,041
– – 0.01% 215
2025
Q2 		$28.8K Hold
1,041
– – 0.01% 212
2025
Q1 		$27.7K Buy
+1,041
New +$27.9K 0.01% 184
2024
Q4 		– Sell
-1,041
Closed -$27.9K – 179
2024
Q3 		$27.9K Hold
1,041
– – 0.01% 153
2024
Q2 		$25.7K Hold
1,041
– – 0.01% 155
2024
Q1 		$26.4K Buy
+1,041
New +$25K 0.01% 147

Other funds holding SCHV

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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
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
NCMW
Northern Capital Management (Washington) Spokane, Washington $198M AUM 24.66% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

DAGCO Inc's SCHV Position: Q2 2026 in Review

DAGCO Inc sold out of Schwab US Large-Cap Value ETF (SCHV) in Q2 2026, closing a stake of 1,041 shares — an estimated $31.8K sold.

DAGCO Inc first reported a position in SCHV in Q1 2024 and held it in 8 quarters. The position peaked at $31.8K in Q1 2026. 283 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • DAGCO Inc reported no remaining Schwab US Large-Cap Value ETF position as of Q2 2026 after selling out during the quarter.
  • DAGCO Inc sold 1,041 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $31.8K.
  • DAGCO Inc first reported a position in Schwab US Large-Cap Value ETF in Q1 2024 and held it in 8 quarters.
  • DAGCO Inc's Schwab US Large-Cap Value ETF position peaked at $31.8K in Q1 2026.
  • 283 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on DAGCO Inc's 13F filing for Q2 2026, filed 10 Jul 2026.