FFG
SCHV

Fortune Financial Group’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Fortune Financial Group’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 		$532K Sell
15,271
-15,171
-50% -$500K 0.42% 54
2026
Q1 		$928K Buy
30,442
+15,221
+100% +$474K 0.84% 23
2025
Q4 		$476K Buy
+15,221
New +$445K 0.47% 50

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

Fortune Financial Group's SCHV Position: Q2 2026 in Review

Fortune Financial Group reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 50% in Q2 2026, selling an estimated $500K and leaving 15,271 shares worth $532K. The position accounts for 0.42% of the portfolio, ranked #54.

Fortune Financial Group first reported a position in SCHV in Q4 2025 and has held it in 3 quarters since. The position peaked at $928K in Q1 2026. 990 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Fortune Financial Group held 15,271 shares of Schwab US Large-Cap Value ETF worth $532K as of Q2 2026.
  • Fortune Financial Group sold 15,171 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $500K.
  • Schwab US Large-Cap Value ETF made up 0.42% of Fortune Financial Group's portfolio in Q2 2026, its #54 holding.
  • Fortune Financial Group first reported a position in Schwab US Large-Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
  • Fortune Financial Group's Schwab US Large-Cap Value ETF position peaked at $928K in Q1 2026.
  • 990 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Fortune Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.