EFG
SCHV

Elm3 Financial Group’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Elm3 Financial Group’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 		$420K Buy
+12,069
New +$398K 0.29% 80

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MG
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Mariner
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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

Elm3 Financial Group's SCHV Position: Q2 2026 in Review

Elm3 Financial Group opened a new position in Schwab US Large-Cap Value ETF (SCHV) in Q2 2026: 12,069 shares worth $420K. The stake represents 0.29% of the portfolio and ranks #80 among its holdings.

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

  • Elm3 Financial Group held 12,069 shares of Schwab US Large-Cap Value ETF worth $420K as of Q2 2026.
  • Schwab US Large-Cap Value ETF was a new Elm3 Financial Group position in Q2 2026.
  • Schwab US Large-Cap Value ETF made up 0.29% of Elm3 Financial Group's portfolio in Q2 2026, its #80 holding.
  • 991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Elm3 Financial Group's 13F filing for Q2 2026, filed 29 Jul 2026.