GPFA
SCHV

Game Plan Financial Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Game Plan Financial Advisors’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
Q1 		$6.11M Sell
200,471
-55,151
-22% -$1.72M 2.75% 11
2025
Q4 		$8.34M Sell
255,622
-6,243
-2% -$182K 3.35% 7
2025
Q3 		$8.36M Sell
261,865
-7,918
-3% -$225K 3.46% 5
2025
Q2 		$7.88M Buy
269,783
+68,564
+34% +$1.8M 3.44% 4
2025
Q1 		$5.35M Sell
201,219
-75,895
-27% -$2.04M 2.6% 12
2024
Q4 		$7.74M Buy
277,114
+79,414
+40% +$2.14M 3.67% 5
2024
Q3 		$5.3M Sell
197,700
-1,218
-0.6% -$31.3K 2.56% 10
2024
Q2 		$4.91M Buy
198,918
+5,964
+3% +$147K 2.42% 8
2024
Q1 		$4.89M Sell
192,954
-14,418
-7% -$346K 2.47% 9
2023
Q4 		$4.85M Buy
+207,372
New +$4.53M 2.78% 8
2022
Q4 		$4.24M Sell
192,633
-342
-0.2% -$7.4K 3.49% 4
2022
Q3 		$3.76M Buy
192,975
+2,232
+1% +$48.1K 3.17% 6
2022
Q2 		$3.95M Sell
190,743
-3,660
-2% -$82.2K 3.17% 6
2022
Q1 		$4.63M Sell
194,403
-891
-0.5% -$21.1K 2.76% 8
2021
Q4 		$4.77M Buy
195,294
+3,936
+2% +$93.2K 2.55% 9
2021
Q3 		$4.3M Buy
191,358
+2,355
+1% +$54.5K 2.57% 10
2021
Q2 		$4.31M Sell
189,003
-4,083
-2% -$92.6K 2.56% 10
2021
Q1 		$4.21M Buy
193,086
+3,318
+2% +$69.1K 2.72% 10
2020
Q4 		$3.76M Buy
189,768
+8,943
+5% +$167K 2.67% 10
2020
Q3 		$3.15M Buy
+180,825
New +$3.16M 3.15% 9
2020
Q2 		– Sell
-159,519
Closed -$2.35M – 86
2020
Q1 		$2.35M Buy
159,519
+4,863
+3% +$89.2K 2.77% 9
2019
Q4 		$3.1M Buy
+154,656
New +$3M 2.9% 8

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Game Plan Financial Advisors's SCHV Position: Q1 2026 in Review

Game Plan Financial Advisors reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 22% in Q1 2026, selling an estimated $1.72M and leaving 200,471 shares worth $6.11M. The position accounts for 2.75% of the portfolio, ranked #11.

Game Plan Financial Advisors first reported a position in SCHV in Q4 2019 and has held it in 22 quarters since. The position peaked at $8.36M in Q3 2025. 964 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

  • Game Plan Financial Advisors held 200,471 shares of Schwab US Large-Cap Value ETF worth $6.11M as of Q1 2026.
  • Game Plan Financial Advisors sold 55,151 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $1.72M.
  • Schwab US Large-Cap Value ETF made up 2.75% of Game Plan Financial Advisors's portfolio in Q1 2026, its #11 holding.
  • Game Plan Financial Advisors first reported a position in Schwab US Large-Cap Value ETF in Q4 2019 and has held it in 22 quarters since.
  • Game Plan Financial Advisors's Schwab US Large-Cap Value ETF position peaked at $8.36M in Q3 2025.
  • 964 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

Based on Game Plan Financial Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.