FF
SCHV

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

Friday Financial’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 		$13.3M Buy
388,248
+73,888
+24% +$2.43M 3.57% 7
2026
Q1 		$9.59M Buy
314,360
+4,094
+1% +$128K 3.3% 10
2025
Q4 		$9.19M Buy
310,266
+33,949
+12% +$992K 3.24% 9
2025
Q3 		$8.04M Buy
276,317
+47,361
+21% +$1.35M 3.37% 8
2025
Q2 		$6.34M Sell
228,956
-2,792
-1% -$73.4K 3.22% 9
2025
Q1 		$6.2M Buy
231,748
+4,615
+2% +$124K 3.71% 8
2024
Q4 		$5.92M Buy
+227,133
New +$6.13M 4.08% 6

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
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

Friday Financial's SCHV Position: Q2 2026 in Review

Friday Financial increased its Schwab US Large-Cap Value ETF (SCHV) stake by 24% in Q2 2026, buying an estimated $2.43M and bringing the position to 388,248 shares worth $13.3M. The position accounts for 3.57% of the portfolio, ranked #7.

Friday Financial first reported a position in SCHV in Q4 2024 and has held it in 7 quarters since. 271 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Friday Financial held 388,248 shares of Schwab US Large-Cap Value ETF worth $13.3M as of Q2 2026.
  • Friday Financial bought 73,888 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $2.43M.
  • Schwab US Large-Cap Value ETF made up 3.57% of Friday Financial's portfolio in Q2 2026, its #7 holding.
  • Friday Financial first reported a position in Schwab US Large-Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 271 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

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