FFM
SCHV

Forum Financial Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Forum Financial Management’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 		$320K Buy
9,185
+93
+1% +$3.06K ﹤0.01% 269
2026
Q1 		$277K Buy
9,092
+1,266
+16% +$39.4K ﹤0.01% 268
2025
Q4 		$232K Buy
7,826
+233
+3% +$6.81K ﹤0.01% 885
2025
Q3 		$221K Buy
+7,593
New +$216K ﹤0.01% 909

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

Forum Financial Management's SCHV Position: Q2 2026 in Review

Forum Financial Management increased its Schwab US Large-Cap Value ETF (SCHV) stake by 1% in Q2 2026, buying an estimated $3.06K and bringing the position to 9,185 shares worth $320K. The position accounts for ﹤0.01% of the portfolio, ranked #269.

Forum Financial Management first reported a position in SCHV in Q3 2025 and has held it in 4 quarters since. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Forum Financial Management held 9,185 shares of Schwab US Large-Cap Value ETF worth $320K as of Q2 2026.
  • Forum Financial Management bought 93 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $3.06K.
  • Schwab US Large-Cap Value ETF made up ﹤0.01% of Forum Financial Management's portfolio in Q2 2026, its #269 holding.
  • Forum Financial Management first reported a position in Schwab US Large-Cap Value ETF in Q3 2025 and has held it in 4 quarters since.
  • 991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.