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

Financial Synergies Wealth 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
Q3 		$362K Buy
10,882
+36
+0.3% +$1.24K 0.03% 104
2026
Q2 		$378K Buy
10,846
+34
+0.3% +$1.12K 0.03% 96
2026
Q1 		$330K Buy
10,812
+35
+0.3% +$1.09K 0.03% 93
2025
Q4 		$319K Buy
10,777
+42
+0.4% +$1.23K 0.03% 87
2025
Q3 		$313K Buy
10,735
+37
+0.3% +$1.05K 0.03% 80
2025
Q2 		$296K Buy
10,698
+39
+0.4% +$1.02K 0.03% 80
2025
Q1 		$283K Buy
+10,659
New +$286K 0.03% 68
2024
Q2 		– Sell
-3,309
Closed -$83.8K – 390
2024
Q1 		$83.8K Buy
3,309
+39
+1% +$935 0.01% 103
2023
Q4 		$71.9K Sell
3,270
-39
-1% -$853 0.01% 85
2023
Q3 		$71.1K Hold
3,309
– – 0.01% 98
2023
Q2 		$74K Buy
3,309
+21
+0.6% +$459 0.01% 93
2023
Q1 		$71.9K Buy
3,288
+18
+0.6% +$400 0.01% 97
2022
Q4 		$71.9K Buy
3,270
+24
+0.7% +$520 0.01% 85
2022
Q3 		$63.3K Buy
3,246
+21
+0.7% +$452 0.01% 92
2022
Q2 		$67.1K Buy
+3,225
New +$72.4K 0.01% 96

Other funds holding SCHV

Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $641M AUM 11.61% 1-Year Est. Return
HWM
HRC Wealth Management Moscow, Idaho $251M AUM 14.83% 1-Year Est. Return
VC
Veery Capital Wilmington, Delaware $375M AUM 14.26% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Financial Synergies Wealth Advisors's SCHV Position: Q3 2026 in Review

Financial Synergies Wealth Advisors increased its Schwab US Large-Cap Value ETF (SCHV) stake by 0.33% in Q3 2026, buying an estimated $1.24K and bringing the position to 10,882 shares worth $362K. The position accounts for 0.03% of the portfolio, ranked #104.

Financial Synergies Wealth Advisors first reported a position in SCHV in Q2 2022 and has held it in 15 quarters since. The position peaked at $378K in Q2 2026. 181 funds tracked by Wall St. Rank hold SCHV as of Q3 2026.

  • Financial Synergies Wealth Advisors held 10,882 shares of Schwab US Large-Cap Value ETF worth $362K as of Q3 2026.
  • Financial Synergies Wealth Advisors bought 36 Schwab US Large-Cap Value ETF shares in Q3 2026, an estimated $1.24K.
  • Schwab US Large-Cap Value ETF made up 0.03% of Financial Synergies Wealth Advisors's portfolio in Q3 2026, its #104 holding.
  • Financial Synergies Wealth Advisors first reported a position in Schwab US Large-Cap Value ETF in Q2 2022 and has held it in 15 quarters since.
  • Financial Synergies Wealth Advisors's Schwab US Large-Cap Value ETF position peaked at $378K in Q2 2026.
  • 181 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2026.

Based on Financial Synergies Wealth Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.