Fi3 Financial Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Fi3 Financial Advisors’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	$1.04M	Buy	30,834 +17,760	+136%	+$585K	0.25%	39
2026 Q1	$399K	Hold	13,074	–	–	0.12%	97
2025 Q4	$387K	Hold	13,074	–	–	0.12%	98
2025 Q3	$381K	Hold	13,074	–	–	0.13%	78
2025 Q2	$362K	Hold	13,074	–	–	0.13%	76
2025 Q1	$348K	Hold	13,074	–	–	0.14%	69
2024 Q4	$341K	Hold	13,074	–	–	0.13%	64
2024 Q3	$350K	Buy	+13,074	New	+$336K	0.14%	57

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

Fi3 Financial Advisors's SCHV Position: Q2 2026 in Review

Fi3 Financial Advisors increased its Schwab US Large-Cap Value ETF (SCHV) stake by 136% in Q2 2026, buying an estimated $585K and bringing the position to 30,834 shares worth $1.04M. The position accounts for 0.25% of the portfolio, ranked #39.

Fi3 Financial Advisors first reported a position in SCHV in Q3 2024 and has held it in 8 quarters since. 995 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

Fi3 Financial Advisors held 30,834 shares of Schwab US Large-Cap Value ETF worth $1.04M as of Q2 2026.
Fi3 Financial Advisors bought 17,760 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $585K.
Schwab US Large-Cap Value ETF made up 0.25% of Fi3 Financial Advisors's portfolio in Q2 2026, its #39 holding.
Fi3 Financial Advisors first reported a position in Schwab US Large-Cap Value ETF in Q3 2024 and has held it in 8 quarters since.
995 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Fi3 Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.