GSC
SCHV

G&S Capital’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

G&S Capital’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 		$381K Buy
10,953
+3,063
+39% +$101K 0.11% 127
2026
Q1 		$241K Buy
7,890
+15
+0.2% +$467 0.08% 125
2025
Q4 		$233K Buy
7,875
+19
+0.2% +$555 0.08% 125
2025
Q3 		$229K Buy
7,856
+17
+0.2% +$483 0.08% 125
2025
Q2 		$217K Buy
7,839
+17
+0.2% +$447 0.09% 122
2025
Q1 		$208K Buy
+7,822
New +$210K 0.09% 123

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

G&S Capital's SCHV Position: Q2 2026 in Review

G&S Capital increased its Schwab US Large-Cap Value ETF (SCHV) stake by 39% in Q2 2026, buying an estimated $101K and bringing the position to 10,953 shares worth $381K. The position accounts for 0.11% of the portfolio, ranked #127.

G&S Capital first reported a position in SCHV in Q1 2025 and has held it in 6 quarters since. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • G&S Capital held 10,953 shares of Schwab US Large-Cap Value ETF worth $381K as of Q2 2026.
  • G&S Capital bought 3,063 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $101K.
  • Schwab US Large-Cap Value ETF made up 0.11% of G&S Capital's portfolio in Q2 2026, its #127 holding.
  • G&S Capital first reported a position in Schwab US Large-Cap Value ETF in Q1 2025 and has held it in 6 quarters since.
  • 991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on G&S Capital's 13F filing for Q2 2026, filed 10 Jul 2026.