FSG
SCHV

Financial Strategies Group’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Financial Strategies Group’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 		$2.36M Sell
69,172
-1,584
-2% -$52.2K 0.38% 39
2026
Q1 		$2.26M Sell
70,756
-1,427
-2% -$44.5K 0.38% 40
2025
Q4 		$2.2M Sell
72,183
-955
-1% -$27.9K 0.4% 40
2025
Q3 		$2.11M Sell
73,138
-2,328
-3% -$66.1K 0.4% 40
2025
Q2 		$2.11M Buy
75,466
+492
+0.7% +$12.9K 0.44% 38
2025
Q1 		$1.88M Buy
74,974
+6,506
+10% +$175K 0.44% 38
2024
Q4 		$1.76M Sell
68,468
-126,277
-65% -$3.41M 0.42% 39
2024
Q3 		$1.76M Buy
194,745
+126,588
+186% +$3.25M 0.41% 37
2024
Q2 		$1.68M Sell
68,157
-381
-0.6% -$9.41K 0.42% 36
2024
Q1 		$1.71M Sell
68,538
-3,486
-5% -$83.6K 0.46% 35
2023
Q4 		$1.67M Sell
72,024
-5,967
-8% -$130K 0.48% 34
2023
Q3 		$1.68M Buy
77,991
+6,258
+9% +$141K 0.53% 35
2023
Q2 		$1.6M Sell
71,733
-4,428
-6% -$96.7K 0.51% 36
2023
Q1 		$1.66M Buy
76,161
+3,120
+4% +$69.3K 0.64% 28
2022
Q4 		$1.61M Buy
73,041
+2,925
+4% +$63.3K 0.67% 27
2022
Q3 		$1.37M Buy
70,116
+39
+0.1% +$840 0.62% 28
2022
Q2 		$1.46M Buy
70,077
+47,946
+217% +$1.08M 0.61% 22
2022
Q1 		$527K Buy
+22,131
New +$524K 0.21% 55

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
Envestnet Asset Management
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
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Osaic Holdings
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
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 Strategies Group's SCHV Position: Q2 2026 in Review

Financial Strategies Group reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 2.2% in Q2 2026, selling an estimated $52.2K and leaving 69,172 shares worth $2.36M. The position accounts for 0.38% of the portfolio, ranked #39.

Financial Strategies Group first reported a position in SCHV in Q1 2022 and has held it in 18 quarters since. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Financial Strategies Group held 69,172 shares of Schwab US Large-Cap Value ETF worth $2.36M as of Q2 2026.
  • Financial Strategies Group sold 1,584 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $52.2K.
  • Schwab US Large-Cap Value ETF made up 0.38% of Financial Strategies Group's portfolio in Q2 2026, its #39 holding.
  • Financial Strategies Group first reported a position in Schwab US Large-Cap Value ETF in Q1 2022 and has held it in 18 quarters since.
  • 991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Financial Strategies Group's 13F filing for Q2 2026, filed 11 Aug 2026.