FGC
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Financial Gravity Companies’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Financial Gravity Companies’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 		$28.9K Buy
+831
New +$27.4K ﹤0.01% 393
2025
Q2 		$23K Buy
+831
New +$21.8K ﹤0.01% 431

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VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
SC
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

Financial Gravity Companies's SCHV Position: Q2 2026 in Review

Financial Gravity Companies opened a new position in Schwab US Large-Cap Value ETF (SCHV) in Q2 2026: 831 shares worth $28.9K. The stake represents ﹤0.01% of the portfolio and ranks #393 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in SCHV as recently as Q2 2025.

Financial Gravity Companies first reported a position in SCHV in Q2 2025 and has held it in 2 quarters since. 995 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Financial Gravity Companies held 831 shares of Schwab US Large-Cap Value ETF worth $28.9K as of Q2 2026.
  • Schwab US Large-Cap Value ETF was a new Financial Gravity Companies position in Q2 2026.
  • Schwab US Large-Cap Value ETF made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2026, its #393 holding.
  • Financial Gravity Companies first reported a position in Schwab US Large-Cap Value ETF in Q2 2025 and has held it in 2 quarters since.
  • 995 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Financial Gravity Companies's 13F filing for Q2 2026, filed 5 Aug 2026.