Focus Financial Network
SCHV icon

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

Focus 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 		$20.1M Buy
602,727
+2,475
+0.4% +$85.1K 0.61% 31
2026
Q2 		$20.9M Sell
600,252
-36,590
-6% -$1.21M 0.65% 29
2026
Q1 		$19.4M Sell
636,842
-77,839
-11% -$2.43M 0.7% 25
2025
Q4 		$21.2M Sell
714,681
-25,803
-3% -$754K 0.74% 25
2025
Q3 		$21.6M Sell
740,484
-87,488
-11% -$2.49M 0.77% 21
2025
Q2 		$22.9M Sell
827,972
-191,926
-19% -$5.04M 0.9% 19
2025
Q1 		$27.1M Sell
1,019,898
-11,159
-1% -$300K 1.11% 15
2024
Q4 		$26.9M Sell
1,031,057
-96,790
-9% -$2.61M 1.07% 16
2024
Q3 		$30.2M Sell
1,127,847
-37,938
-3% -$975K 1.23% 10
2024
Q2 		$30M Sell
1,165,785
-14,631
-1% -$362K 1.28% 10
2024
Q1 		$28.3M Sell
1,180,416
-1,139,892
-49% -$27.3M 1.38% 10
2023
Q4 		$54.2M Buy
2,320,308
+1,090,323
+89% +$23.8M 2.04% 8
2023
Q3 		$26.4M Sell
1,229,985
-1,776
-0.1% -$39.9K 1.49% 12
2023
Q2 		$27.5M Buy
1,231,761
+1,380
+0.1% +$30.1K 1.53% 12
2023
Q1 		$26.9M Sell
1,230,381
-20,583
-2% -$457K 1.67% 11
2022
Q4 		$27.5M Sell
1,250,964
-5,949
-0.5% -$129K 2.24% 8
2022
Q3 		$24.5M Buy
1,256,913
+25,107
+2% +$541K 2.12% 9
2022
Q2 		$25.6M Sell
1,231,806
-6,558
-0.5% -$147K 2.12% 9
2022
Q1 		$29.5M Buy
+1,238,364
New +$29.3M 2.05% 9
2021
Q1 		– Sell
-1,034,649
Closed -$20.5M – 517
2020
Q4 		$20.5M Buy
1,034,649
+96,054
+10% +$1.8M 1.82% 9
2020
Q3 		$16.3M Buy
938,595
+95,922
+11% +$1.68M 1.52% 11
2020
Q2 		$14.1M Buy
842,673
+13,503
+2% +$220K 1.56% 11
2020
Q1 		$12.2M Buy
829,170
+165,543
+25% +$3.03M 1.64% 10
2019
Q4 		$13.3M Buy
663,627
+76,773
+13% +$1.49M 1.63% 10
2019
Q3 		$11.1M Buy
586,854
+56,160
+11% +$1.05M 1.54% 13
2019
Q2 		$10M Buy
530,694
+31,893
+6% +$590K 1.48% 14
2019
Q1 		$9.1M Buy
+498,801
New +$8.85M 1.46% 14

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
Gemmer Asset Management
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
Cooper Financial Group
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
GenWealth Group
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
SMBT
Southern Michigan Bank & Trust Coldwater, Michigan $280M AUM
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

Focus Financial Network's SCHV Position: Q3 2026 in Review

Focus Financial Network increased its Schwab US Large-Cap Value ETF (SCHV) stake by 0.41% in Q3 2026, buying an estimated $85.1K and bringing the position to 602,727 shares worth $20.1M. The position accounts for 0.61% of the portfolio, ranked #31.

Focus Financial Network first reported a position in SCHV in Q1 2019 and has held it in 27 quarters since. The position peaked at $54.2M in Q4 2023. 212 funds tracked by Wall St. Rank hold SCHV as of Q3 2026.

  • Focus Financial Network held 602,727 shares of Schwab US Large-Cap Value ETF worth $20.1M as of Q3 2026.
  • Focus Financial Network bought 2,475 Schwab US Large-Cap Value ETF shares in Q3 2026, an estimated $85.1K.
  • Schwab US Large-Cap Value ETF made up 0.61% of Focus Financial Network's portfolio in Q3 2026, its #31 holding.
  • Focus Financial Network first reported a position in Schwab US Large-Cap Value ETF in Q1 2019 and has held it in 27 quarters since.
  • Focus Financial Network's Schwab US Large-Cap Value ETF position peaked at $54.2M in Q4 2023.
  • 212 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2026.

Based on Focus Financial Network's 13F filing for Q3 2026, filed 14 Oct 2026.