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

Ethos 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	$20.6M	Sell	610,180 -83,088	-12%	-$2.74M	1.38%	14
2026 Q1	$21.1M	Buy	693,268 +11,061	+2%	+$345K	1.54%	11
2025 Q4	$20.2M	Buy	682,207 +6,318	+0.9%	+$185K	1.49%	13
2025 Q3	$19.7M	Buy	675,889 +6,672	+1%	+$190K	1.54%	12
2025 Q2	$18.5M	Buy	669,217 +82,907	+14%	+$2.18M	1.59%	13
2025 Q1	$15.3M	Hold	586,310	–	–	1.46%	16
2024 Q4	$15.3M	Buy	586,310 +46,931	+9%	+$1.27M	1.99%	11
2024 Q3	$14.4M	Buy	539,379 +16,308	+3%	+$419K	2.38%	9
2024 Q2	$13M	Buy	523,071 +15,282	+3%	+$378K	2.29%	9
2024 Q1	$12.9M	Buy	507,789 +19,302	+4%	+$463K	2.43%	9
2023 Q4	$11.4M	Buy	488,487 +44,718	+10%	+$978K	2.43%	9
2023 Q3	$9.54M	Sell	443,769 -89,772	-17%	-$2.02M	2.47%	11
2023 Q2	$11.7M	Hold	533,541	–	–	3.94%	5
2023 Q1	$11.7M	Buy	533,541 +16,851	+3%	+$375K	3.63%	5
2022 Q4	$11.4M	Buy	+516,690	New	+$11.2M	3.85%	6

Other funds holding SCHV

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

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

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

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

Ethos Financial Group reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 12% in Q2 2026, selling an estimated $2.74M and leaving 610,180 shares worth $20.6M. The position accounts for 1.38% of the portfolio, ranked #14.

Ethos Financial Group first reported a position in SCHV in Q4 2022 and has held it in 15 quarters since. The position peaked at $21.1M in Q1 2026. 987 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

Ethos Financial Group held 610,180 shares of Schwab US Large-Cap Value ETF worth $20.6M as of Q2 2026.
Ethos Financial Group sold 83,088 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $2.74M.
Schwab US Large-Cap Value ETF made up 1.38% of Ethos Financial Group's portfolio in Q2 2026, its #14 holding.
Ethos Financial Group first reported a position in Schwab US Large-Cap Value ETF in Q4 2022 and has held it in 15 quarters since.
Ethos Financial Group's Schwab US Large-Cap Value ETF position peaked at $21.1M in Q1 2026.
987 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.