Forza Wealth Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Forza Wealth 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	$340K	Hold	9,768	–	–	0.1%	164
2026 Q1	$298K	Hold	9,768	–	–	0.1%	161
2025 Q4	$289K	Hold	9,768	–	–	0.1%	162
2025 Q3	$284K	Hold	9,768	–	–	0.11%	161
2025 Q2	$270K	Hold	9,768	–	–	0.11%	169
2025 Q1	$260K	Hold	9,768	–	–	0.12%	160
2024 Q4	$255K	Hold	9,768	–	–	0.12%	164
2024 Q3	$262K	Hold	9,768	–	–	0.12%	158
2024 Q2	$241K	Hold	9,768	–	–	0.12%	154
2024 Q1	$247K	Hold	9,768	–	–	0.13%	155
2023 Q4	$228K	Hold	9,768	–	–	0.13%	156
2023 Q3	$210K	Hold	9,768	–	–	0.11%	172
2023 Q2	$218K	Hold	9,768	–	–	0.11%	171
2023 Q1	$214K	Hold	9,768	–	–	0.11%	171
2022 Q4	$215K	Buy	+9,768	New	+$211K	0.14%	132

Other funds holding SCHV

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

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

Veery Capital Wilmington, Delaware $372M AUM 21.43% 1-Year Est. Return

NCMW

Northern Capital Management (Washington) Spokane, Washington $198M AUM 24.66% 1-Year Est. Return

GIA

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

SMBT

Southern Michigan Bank & Trust Coldwater, Michigan $281M AUM

Forza Wealth Management's SCHV Position: Q2 2026 in Review

Forza Wealth Management held its Schwab US Large-Cap Value ETF (SCHV) position steady in Q2 2026 at 9,768 shares worth $340K. The position accounts for 0.1% of the portfolio, ranked #164.

Forza Wealth Management first reported a position in SCHV in Q4 2022 and has held it in 15 quarters since. 251 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

Forza Wealth Management held 9,768 shares of Schwab US Large-Cap Value ETF worth $340K as of Q2 2026.
Forza Wealth Management left its Schwab US Large-Cap Value ETF share count unchanged in Q2 2026.
Schwab US Large-Cap Value ETF made up 0.1% of Forza Wealth Management's portfolio in Q2 2026, its #164 holding.
Forza Wealth Management first reported a position in Schwab US Large-Cap Value ETF in Q4 2022 and has held it in 15 quarters since.
251 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Forza Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.