EFG
SCHV

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

Everhart 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 		$4.32M Sell
123,969
-3,549
-3% -$117K 0.28% 48
2026
Q1 		$3.89M Sell
127,518
-1,707
-1% -$53.2K 0.33% 44
2025
Q4 		$3.83M Sell
129,225
-33,435
-21% -$977K 0.35% 36
2025
Q3 		$4.74M Sell
162,660
-3,875
-2% -$110K 0.47% 29
2025
Q2 		$4.61M Buy
166,535
+12,740
+8% +$335K 0.53% 29
2025
Q1 		$4.09M Buy
153,795
+1,456
+1% +$39.1K 0.56% 25
2024
Q4 		$3.97M Sell
152,339
-1,396
-0.9% -$37.7K 0.82% 23
2024
Q3 		$4.12M Buy
153,735
+9,912
+7% +$255K 0.91% 20
2024
Q2 		$3.55M Buy
143,823
+2,484
+2% +$61.4K 0.92% 22
2024
Q1 		$3.58M Sell
141,339
-1,851
-1% -$44.4K 1.04% 19
2023
Q4 		$3.35M Buy
143,190
+9,882
+7% +$216K 1.19% 16
2023
Q3 		$2.86M Sell
133,308
-2,979
-2% -$66.9K 1.22% 16
2023
Q2 		$3.05M Sell
136,287
-6,576
-5% -$144K 1.26% 20
2023
Q1 		$3.12M Buy
142,863
+10,014
+8% +$223K 1.4% 15
2022
Q4 		$2.92M Buy
132,849
+15,183
+13% +$329K 1.47% 17
2022
Q3 		$2.29M Buy
117,666
+15,489
+15% +$333K 1.27% 20
2022
Q2 		$2.13M Sell
102,177
-21,843
-18% -$490K 1.29% 17
2022
Q1 		$2.95M Sell
124,020
-1,284
-1% -$30.4K 1.71% 16
2021
Q4 		$3.06M Buy
125,304
+13,038
+12% +$309K 1.85% 16
2021
Q3 		$2.52M Sell
112,266
-10,104
-8% -$234K 1.73% 17
2021
Q2 		$2.79M Sell
122,370
-5,826
-5% -$132K 1.92% 16
2021
Q1 		$2.79M Sell
128,196
-2,583
-2% -$53.8K 2.45% 10
2020
Q4 		$2.6M Buy
+130,779
New +$2.44M 2.39% 12

Other funds holding SCHV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
HWM
HRC Wealth Management Moscow, Idaho $244M AUM 21.86% 1-Year Est. Return
VC
Veery Capital Wilmington, Delaware $372M AUM 21.43% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
MWP
Meriwether Wealth & Planning Minden, Louisiana $202M AUM 22.64% 1-Year Est. Return

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

Everhart Financial Group reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 2.8% in Q2 2026, selling an estimated $117K and leaving 123,969 shares worth $4.32M. The position accounts for 0.28% of the portfolio, ranked #48.

Everhart Financial Group first reported a position in SCHV in Q4 2020 and has held it in 23 quarters since. The position peaked at $4.74M in Q3 2025. 189 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Everhart Financial Group held 123,969 shares of Schwab US Large-Cap Value ETF worth $4.32M as of Q2 2026.
  • Everhart Financial Group sold 3,549 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $117K.
  • Schwab US Large-Cap Value ETF made up 0.28% of Everhart Financial Group's portfolio in Q2 2026, its #48 holding.
  • Everhart Financial Group first reported a position in Schwab US Large-Cap Value ETF in Q4 2020 and has held it in 23 quarters since.
  • Everhart Financial Group's Schwab US Large-Cap Value ETF position peaked at $4.74M in Q3 2025.
  • 189 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.