FSWA
SCHV

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
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

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 Synergies Wealth Advisors's SCHV Position: Q2 2026 in Review

Financial Synergies Wealth Advisors increased its Schwab US Large-Cap Value ETF (SCHV) stake by 0.31% in Q2 2026, buying an estimated $1.12K and bringing the position to 10,846 shares worth $378K. The position accounts for 0.03% of the portfolio, ranked #96.

Financial Synergies Wealth Advisors first reported a position in SCHV in Q2 2022 and has held it in 14 quarters since. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Financial Synergies Wealth Advisors held 10,846 shares of Schwab US Large-Cap Value ETF worth $378K as of Q2 2026.
  • Financial Synergies Wealth Advisors bought 34 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $1.12K.
  • Schwab US Large-Cap Value ETF made up 0.03% of Financial Synergies Wealth Advisors's portfolio in Q2 2026, its #96 holding.
  • Financial Synergies Wealth Advisors first reported a position in Schwab US Large-Cap Value ETF in Q2 2022 and has held it in 14 quarters since.
  • 991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.