GG
SCHV

GenWealth Group’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

GenWealth Group’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 		$58.5M Sell
1,681,637
-21,847
-1% -$720K 9.12% 1
2026
Q1 		$52M Buy
1,703,484
+55,584
+3% +$1.73M 8.89% 3
2025
Q4 		$50.2M Buy
1,647,900
+102,606
+7% +$3M 8.56% 2
2025
Q3 		$45M Buy
1,545,294
+7,843
+0.5% +$223K 8.38% 2
2025
Q2 		$42.5M Buy
1,537,451
+104,526
+7% +$2.75M 8.58% 2
2025
Q1 		$38.1M Buy
1,432,925
+28,169
+2% +$756K 8.4% 4
2024
Q4 		$36.6M Buy
1,404,756
+40,614
+3% +$1.1M 8.34% 2
2024
Q3 		$36.5M Buy
1,364,142
+48,438
+4% +$1.24M 8.4% 2
2024
Q2 		$32.5M Sell
1,315,704
-9,693
-0.7% -$240K 8% 3
2024
Q1 		$33.6M Buy
1,325,397
+29,829
+2% +$715K 8.46% 2
2023
Q4 		$30.3M Buy
1,295,568
+28,479
+2% +$623K 8.36% 2
2023
Q3 		$27.2M Sell
1,267,089
-25,602
-2% -$575K 8.26% 2
2023
Q2 		$28.9M Buy
1,292,691
+10,887
+0.8% +$238K 8.32% 3
2023
Q1 		$28M Sell
1,281,804
-14,808
-1% -$329K 8.58% 2
2022
Q4 		$28.5M Sell
1,296,612
-56,355
-4% -$1.22M 9.33% 2
2022
Q3 		$26.4M Sell
1,352,967
-115,497
-8% -$2.49M 8.94% 3
2022
Q2 		$30.6M Sell
1,468,464
-82,689
-5% -$1.86M 9.77% 2
2022
Q1 		$36.9M Buy
1,551,153
+3,696
+0.2% +$87.5K 10.24% 1
2021
Q4 		$37.8M Sell
1,547,457
-12,507
-0.8% -$296K 10.22% 1
2021
Q3 		$35.1M Buy
1,559,964
+14,961
+1% +$346K 10.29% 2
2021
Q2 		$35.2M Buy
1,545,003
+36,783
+2% +$834K 10.38% 2
2021
Q1 		$32.8M Buy
1,508,220
+129,960
+9% +$2.71M 10.42% 2
2020
Q4 		$27.3M Buy
1,378,260
+105,048
+8% +$1.96M 9.06% 2
2020
Q3 		$22.7M Buy
1,273,212
+594,225
+88% +$10.4M 8.21% 2
2020
Q2 		$11.3M Buy
678,987
+603,531
+800% +$9.85M 4.39% 10
2020
Q1 		$1.11M Buy
75,456
+12,174
+19% +$223K 0.49% 21
2019
Q4 		$1.27M Buy
63,282
+15,246
+32% +$295K 0.49% 29
2019
Q3 		$908K Buy
48,036
+20,610
+75% +$386K 0.38% 30
2019
Q2 		$517K Buy
27,426
+3,267
+14% +$60.4K 0.22% 44
2019
Q1 		$446K Buy
24,159
+4,320
+22% +$76.7K 0.2% 42
2018
Q4 		$325K Hold
19,839
– – 0.16% 46
2018
Q3 		$373K Buy
19,839
+2,823
+17% +$52.3K 0.17% 46
2018
Q2 		$301K Buy
+17,016
New +$304K 0.15% 50

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

GenWealth Group's SCHV Position: Q2 2026 in Review

GenWealth Group reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 1.3% in Q2 2026, selling an estimated $720K and leaving 1,681,637 shares worth $58.5M. The position accounts for 9.12% of the portfolio, ranked #1.

GenWealth Group first reported a position in SCHV in Q2 2018 and has held it in 33 quarters since. 987 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • GenWealth Group held 1,681,637 shares of Schwab US Large-Cap Value ETF worth $58.5M as of Q2 2026.
  • GenWealth Group sold 21,847 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $720K.
  • Schwab US Large-Cap Value ETF made up 9.12% of GenWealth Group's portfolio in Q2 2026, its #1 holding.
  • GenWealth Group first reported a position in Schwab US Large-Cap Value ETF in Q2 2018 and has held it in 33 quarters since.
  • 987 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on GenWealth Group's 13F filing for Q2 2026, filed 10 Jul 2026.