FFN
SCHV

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
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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
HWM
HRC Wealth Management Moscow, Idaho $244M AUM 21.86% 1-Year Est. Return
VC
Veery Capital Wilmington, Delaware $372M AUM 21.43% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
MWP
Meriwether Wealth & Planning Minden, Louisiana $202M AUM 22.64% 1-Year Est. Return

Focus Financial Network's SCHV Position: Q2 2026 in Review

Focus Financial Network reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 5.7% in Q2 2026, selling an estimated $1.21M and leaving 600,252 shares worth $20.9M. The position accounts for 0.65% of the portfolio, ranked #29.

Focus Financial Network first reported a position in SCHV in Q1 2019 and has held it in 26 quarters since. The position peaked at $54.2M in Q4 2023. 189 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Focus Financial Network held 600,252 shares of Schwab US Large-Cap Value ETF worth $20.9M as of Q2 2026.
  • Focus Financial Network sold 36,590 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $1.21M.
  • Schwab US Large-Cap Value ETF made up 0.65% of Focus Financial Network's portfolio in Q2 2026, its #29 holding.
  • Focus Financial Network first reported a position in Schwab US Large-Cap Value ETF in Q1 2019 and has held it in 26 quarters since.
  • Focus Financial Network's Schwab US Large-Cap Value ETF position peaked at $54.2M in Q4 2023.
  • 189 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Focus Financial Network's 13F filing for Q2 2026, filed 9 Jul 2026.