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

Envision 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	$201K	Buy	+5,762	New	+$190K	0.09%	47

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GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

HRC Wealth Management Moscow, Idaho $244M AUM 21.86% 1-Year Est. Return

Veery Capital Wilmington, Delaware $372M AUM 21.43% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Meriwether Wealth & Planning Minden, Louisiana $202M AUM 22.64% 1-Year Est. Return

Envision Financial's SCHV Position: Q2 2026 in Review

Envision Financial opened a new position in Schwab US Large-Cap Value ETF (SCHV) in Q2 2026: 5,762 shares worth $201K. The stake represents 0.09% of the portfolio and ranks #47 among its holdings.

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

Envision Financial held 5,762 shares of Schwab US Large-Cap Value ETF worth $201K as of Q2 2026.
Schwab US Large-Cap Value ETF was a new Envision Financial position in Q2 2026.
Schwab US Large-Cap Value ETF made up 0.09% of Envision Financial's portfolio in Q2 2026, its #47 holding.
189 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Envision Financial's 13F filing for Q2 2026, filed 10 Jul 2026.