First Affirmative Financial Network’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

First Affirmative Financial Network’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	$13.7M	Buy	+410,087	New	+$14.1M	2.99%	5

Other funds holding SCHV

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return

Mokosak Advisory Group Urbandale, Iowa $454M AUM 14.41% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $641M AUM 11.61% 1-Year Est. Return

HRC Wealth Management Moscow, Idaho $251M AUM 14.83% 1-Year Est. Return

Veery Capital Wilmington, Delaware $375M AUM 14.26% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

First Affirmative Financial Network's SCHV Position: Q3 2026 in Review

First Affirmative Financial Network opened a new position in Schwab US Large-Cap Value ETF (SCHV) in Q3 2026: 410,087 shares worth $13.7M. The stake represents 2.99% of the portfolio and ranks #5 among its holdings.

300 funds tracked by Wall St. Rank hold SCHV as of Q3 2026.

First Affirmative Financial Network held 410,087 shares of Schwab US Large-Cap Value ETF worth $13.7M as of Q3 2026.
Schwab US Large-Cap Value ETF was a new First Affirmative Financial Network position in Q3 2026.
Schwab US Large-Cap Value ETF made up 2.99% of First Affirmative Financial Network's portfolio in Q3 2026, its #5 holding.
300 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2026.

Based on First Affirmative Financial Network's 13F filing for Q3 2026, filed 21 Oct 2026.