FLFS
SCHV

Family Legacy Financial Solutions’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Family Legacy Financial Solutions’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
2025
Q4 		– Sell
-653
Closed -$19K – 201
2025
Q3 		$19K Buy
653
+3
+0.5% +$85 0.01% 137
2025
Q2 		$18K Buy
+650
New +$17.1K 0.02% 125

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MG
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APP
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Mariner
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VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
Wealth Enhancement Advisory Services
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MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Family Legacy Financial Solutions's SCHV Position: Q4 2025 in Review

Family Legacy Financial Solutions sold out of Schwab US Large-Cap Value ETF (SCHV) in Q4 2025, closing a stake of 653 shares — an estimated $19K sold.

Family Legacy Financial Solutions first reported a position in SCHV in Q2 2025 and held it in 2 quarters. The position peaked at $19K in Q3 2025. 929 funds tracked by Wall St. Rank hold SCHV as of Q4 2025.

  • Family Legacy Financial Solutions reported no remaining Schwab US Large-Cap Value ETF position as of Q4 2025 after selling out during the quarter.
  • Family Legacy Financial Solutions sold 653 Schwab US Large-Cap Value ETF shares in Q4 2025, an estimated $19K.
  • Family Legacy Financial Solutions first reported a position in Schwab US Large-Cap Value ETF in Q2 2025 and held it in 2 quarters.
  • Family Legacy Financial Solutions's Schwab US Large-Cap Value ETF position peaked at $19K in Q3 2025.
  • 929 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q4 2025.

Based on Family Legacy Financial Solutions's 13F filing for Q4 2025, filed 20 Jan 2026.