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 Q3	$21M	Buy	627,761 +239,513	+62%	+$8.24M	4.14%	4
2026 Q2	$13.3M	Buy	388,248 +73,888	+24%	+$2.43M	3.57%	7
2026 Q1	$9.6M	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

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return

Mokosak Advisory Group Urbandale, Iowa $454M AUM 14.41% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

Financial Management Professionals Austin, Texas $1.06B AUM 13.82% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $641M AUM 11.61% 1-Year Est. Return

HRC Wealth Management Moscow, Idaho $251M AUM 14.83% 1-Year Est. Return

Veery Capital Wilmington, Delaware $375M AUM 14.26% 1-Year Est. Return

Friday Financial's SCHV Position: Q3 2026 in Review

Friday Financial increased its Schwab US Large-Cap Value ETF (SCHV) stake by 62% in Q3 2026, buying an estimated $8.24M and bringing the position to 627,761 shares worth $21M. The position accounts for 4.14% of the portfolio, ranked #4.

Friday Financial first reported a position in SCHV in Q4 2024 and has held it in 8 quarters since. 334 funds tracked by Wall St. Rank hold SCHV as of Q3 2026.

Friday Financial held 627,761 shares of Schwab US Large-Cap Value ETF worth $21M as of Q3 2026.
Friday Financial bought 239,513 Schwab US Large-Cap Value ETF shares in Q3 2026, an estimated $8.24M.
Schwab US Large-Cap Value ETF made up 4.14% of Friday Financial's portfolio in Q3 2026, its #4 holding.
Friday Financial first reported a position in Schwab US Large-Cap Value ETF in Q4 2024 and has held it in 8 quarters since.
334 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2026.

Based on Friday Financial's 13F filing for Q3 2026, filed 9 Oct 2026.