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BFC Planning, Inc.’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

BFC Planning, Inc.’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 		$108K Buy
3,112
+1,616
+108% +$53.2K ﹤0.01% 1202
2026
Q1 		$45.6K Buy
1,496
+103
+7% +$3.21K ﹤0.01% 1375
2025
Q4 		$41.3K Buy
1,393
+804
+137% +$23.5K ﹤0.01% 1446
2025
Q3 		$17.2K Buy
589
+3
+0.5% +$85 ﹤0.01% 1655
2025
Q2 		$16.2K Buy
586
+3
+0.5% +$79 ﹤0.01% 1591
2025
Q1 		$15.5K Buy
583
+3
+0.5% +$81 ﹤0.01% 1581
2024
Q4 		$15.1K Buy
+580
New +$15.7K ﹤0.01% 1572

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.27% 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 22.9% 1-Year Est. Return
Avantax Planning Partners
Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 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
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Moneta Group Investment Advisors
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

BFC Planning, Inc.'s SCHV Position: Q2 2026 in Review

BFC Planning, Inc. increased its Schwab US Large-Cap Value ETF (SCHV) stake by 108% in Q2 2026, buying an estimated $53.2K and bringing the position to 3,112 shares worth $108K. The position accounts for ﹤0.01% of the portfolio, ranked #1202.

BFC Planning, Inc. first reported a position in SCHV in Q4 2024 and has held it in 7 quarters since. 1,001 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • BFC Planning, Inc. held 3,112 shares of Schwab US Large-Cap Value ETF worth $108K as of Q2 2026.
  • BFC Planning, Inc. bought 1,616 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $53.2K.
  • Schwab US Large-Cap Value ETF made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1202 holding.
  • BFC Planning, Inc. first reported a position in Schwab US Large-Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,001 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.