FGAM
SCHV

Financial Gravity Asset Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Financial Gravity Asset Management’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
Q1 		$25.3K Hold
831
– – ﹤0.01% 409
2025
Q4 		$24.6K Hold
831
– – ﹤0.01% 343
2025
Q3 		$24.2K Buy
+831
New +$23.6K ﹤0.01% 393
2025
Q1 		$22.1K Buy
+831
New +$22.3K ﹤0.01% 464

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Financial Gravity Asset Management's SCHV Position: Q1 2026 in Review

Financial Gravity Asset Management held its Schwab US Large-Cap Value ETF (SCHV) position steady in Q1 2026 at 831 shares worth $25.3K. The position accounts for ﹤0.01% of the portfolio, ranked #409.

Financial Gravity Asset Management first reported a position in SCHV in Q1 2025 and has held it in 4 quarters since. 970 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

  • Financial Gravity Asset Management held 831 shares of Schwab US Large-Cap Value ETF worth $25.3K as of Q1 2026.
  • Financial Gravity Asset Management left its Schwab US Large-Cap Value ETF share count unchanged in Q1 2026.
  • Schwab US Large-Cap Value ETF made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #409 holding.
  • Financial Gravity Asset Management first reported a position in Schwab US Large-Cap Value ETF in Q1 2025 and has held it in 4 quarters since.
  • 970 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.