FMP
SCHV

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

Financial Management Professionals’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 		$59.9M Sell
1,721,114
-5,062
-0.3% -$167K 5.68% 6
2026
Q1 		$52.6M Buy
+1,726,176
New +$53.8M 5.91% 6
2025
Q3 		– Sell
-186
Closed -$5.15K – 1051
2025
Q2 		$5.15K Hold
186
– – ﹤0.01% 623
2025
Q1 		$4.94K Buy
+186
New +$4.99K ﹤0.01% 638
2024
Q3 		– Sell
-858
Closed -$21K – 1026
2024
Q2 		$21K Sell
858
-225
-21% -$5.56K ﹤0.01% 381
2024
Q1 		$27K Sell
1,083
-339
-24% -$8.13K ﹤0.01% 369
2023
Q4 		$33K Sell
1,422
-678
-32% -$14.8K 0.01% 319
2023
Q3 		$45K Sell
2,100
-3,204
-60% -$72K 0.01% 259
2023
Q2 		$119K Sell
5,304
-1,423,716
-100% -$31.1M 0.02% 166
2023
Q1 		$31.2M Buy
1,429,020
+14,412
+1% +$320K 6.03% 3
2022
Q4 		$31.1M Buy
1,414,608
+2,214
+0.2% +$47.9K 6.37% 2
2022
Q3 		$27.5M Buy
1,412,394
+148,530
+12% +$3.2M 6.31% 4
2022
Q2 		$26.3M Buy
1,263,864
+435,048
+52% +$9.77M 6.38% 3
2022
Q1 		$19.7M Buy
828,816
+14,544
+2% +$344K 4.28% 7
2021
Q4 		$19.9M Buy
814,272
+36,807
+5% +$872K 4.21% 5
2021
Q3 		$17.5M Buy
777,465
+776,064
+55,394% +$18M 4.04% 8
2021
Q2 		$32K Buy
+1,401
New +$31.8K 0.01% 252
2015
Q1 		– Sell
-2,826,693
Closed -$41.6M – 297
2014
Q4 		$41.6M Buy
2,826,693
+173,688
+7% +$2.5M 22.94% 1
2014
Q3 		$37.7M Buy
+2,653,005
New +$38M 25.73% 1

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
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
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 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

Financial Management Professionals's SCHV Position: Q2 2026 in Review

Financial Management Professionals reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 0.29% in Q2 2026, selling an estimated $167K and leaving 1,721,114 shares worth $59.9M. The position accounts for 5.68% of the portfolio, ranked #6.

Financial Management Professionals first reported a position in SCHV in Q3 2014 and has held it in 19 quarters since. 192 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Financial Management Professionals held 1,721,114 shares of Schwab US Large-Cap Value ETF worth $59.9M as of Q2 2026.
  • Financial Management Professionals sold 5,062 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $167K.
  • Schwab US Large-Cap Value ETF made up 5.68% of Financial Management Professionals's portfolio in Q2 2026, its #6 holding.
  • Financial Management Professionals first reported a position in Schwab US Large-Cap Value ETF in Q3 2014 and has held it in 19 quarters since.
  • 192 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

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