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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
Q3 		$409K Buy
12,274
+205
+2% +$7.05K 0.27% 94
2026
Q2 		$420K Buy
+12,069
New +$398K 0.29% 80

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KF
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CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
VC
Veery Capital Wilmington, Delaware $375M AUM 14.26% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
PA
Persium Advisors Atlanta, Georgia $191M AUM 23.01% 1-Year Est. Return
MWP
Meriwether Wealth & Planning Minden, Louisiana $222M AUM 15.77% 1-Year Est. Return
FF
Friday Financial Dubuque, Iowa $506M AUM 14.2% 1-Year Est. Return
CIA
Cape Investment Advisory Mcdonough, Georgia $388M AUM 17.15% 1-Year Est. Return

Elm3 Financial Group's SCHV Position: Q3 2026 in Review

Elm3 Financial Group increased its Schwab US Large-Cap Value ETF (SCHV) stake by 1.7% in Q3 2026, buying an estimated $7.05K and bringing the position to 12,274 shares worth $409K. The position accounts for 0.27% of the portfolio, ranked #94.

Elm3 Financial Group first reported a position in SCHV in Q2 2026 and has held it in 2 quarters since. The position peaked at $420K in Q2 2026. 93 funds tracked by Wall St. Rank hold SCHV as of Q3 2026.

  • Elm3 Financial Group held 12,274 shares of Schwab US Large-Cap Value ETF worth $409K as of Q3 2026.
  • Elm3 Financial Group bought 205 Schwab US Large-Cap Value ETF shares in Q3 2026, an estimated $7.05K.
  • Schwab US Large-Cap Value ETF made up 0.27% of Elm3 Financial Group's portfolio in Q3 2026, its #94 holding.
  • Elm3 Financial Group first reported a position in Schwab US Large-Cap Value ETF in Q2 2026 and has held it in 2 quarters since.
  • Elm3 Financial Group's Schwab US Large-Cap Value ETF position peaked at $420K in Q2 2026.
  • 93 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2026.

Based on Elm3 Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.