DF
SCHV

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

Downshift Financial’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 		$47.5K Buy
+1,363
New +$44.9K 0.02% 163

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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

Downshift Financial's SCHV Position: Q2 2026 in Review

Downshift Financial opened a new position in Schwab US Large-Cap Value ETF (SCHV) in Q2 2026: 1,363 shares worth $47.5K. The stake represents 0.02% of the portfolio and ranks #163 among its holdings.

987 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Downshift Financial held 1,363 shares of Schwab US Large-Cap Value ETF worth $47.5K as of Q2 2026.
  • Schwab US Large-Cap Value ETF was a new Downshift Financial position in Q2 2026.
  • Schwab US Large-Cap Value ETF made up 0.02% of Downshift Financial's portfolio in Q2 2026, its #163 holding.
  • 987 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Downshift Financial's 13F filing for Q2 2026, filed 13 Aug 2026.