GWA
SCHV

Geometric Wealth Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Geometric Wealth 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
Q2 		$532K Buy
15,296
+90
+0.6% +$2.96K 0.06% 56
2026
Q1 		$464K Buy
15,206
+378
+3% +$11.8K 0.06% 55
2025
Q4 		$439K Buy
14,828
+458
+3% +$13.4K 0.06% 55
2025
Q3 		$418K Buy
14,370
+1,141
+9% +$32.4K 0.06% 58
2025
Q2 		$366K Buy
13,229
+38
+0.3% +$999 0.05% 62
2025
Q1 		$351K Buy
13,191
+12
+0.1% +$322 0.06% 61
2024
Q4 		$344K Buy
13,179
+291
+2% +$7.86K 0.06% 59
2024
Q3 		$345K Buy
12,888
+21
+0.2% +$539 0.06% 54
2024
Q2 		$318K Buy
12,867
+60
+0.5% +$1.48K 0.07% 47
2024
Q1 		$324K Buy
12,807
+519
+4% +$12.4K 0.08% 33
2023
Q4 		$287K Buy
12,288
+342
+3% +$7.48K 0.08% 35
2023
Q3 		$257K Buy
11,946
+564
+5% +$12.7K 0.08% 31
2023
Q2 		$256K Buy
11,382
+24
+0.2% +$524 0.08% 32
2023
Q1 		$249K Buy
11,358
+648
+6% +$14.4K 0.09% 30
2022
Q4 		$236K Sell
10,710
-705
-6% -$15.3K 0.1% 28
2022
Q3 		$223K Sell
11,415
-387
-3% -$8.33K 0.11% 28
2022
Q2 		$246K Buy
11,802
+66
+0.6% +$1.48K 0.12% 25
2022
Q1 		$279K Buy
+11,736
New +$278K 0.84% 25

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

Geometric Wealth Advisors's SCHV Position: Q2 2026 in Review

Geometric Wealth Advisors increased its Schwab US Large-Cap Value ETF (SCHV) stake by 0.59% in Q2 2026, buying an estimated $2.96K and bringing the position to 15,296 shares worth $532K. The position accounts for 0.06% of the portfolio, ranked #56.

Geometric Wealth Advisors first reported a position in SCHV in Q1 2022 and has held it in 18 quarters since. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Geometric Wealth Advisors held 15,296 shares of Schwab US Large-Cap Value ETF worth $532K as of Q2 2026.
  • Geometric Wealth Advisors bought 90 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $2.96K.
  • Schwab US Large-Cap Value ETF made up 0.06% of Geometric Wealth Advisors's portfolio in Q2 2026, its #56 holding.
  • Geometric Wealth Advisors first reported a position in Schwab US Large-Cap Value ETF in Q1 2022 and has held it in 18 quarters since.
  • 991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Geometric Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.