Global Financial Private Client’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Global Financial Private Client’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
2025 Q2	–	Sell	-333	Closed	-$8.85K	–	1331
2025 Q1	$8.85K	Hold	333	–	–	﹤0.01%	598
2024 Q4	$8.68K	Hold	333	–	–	﹤0.01%	574
2024 Q3	$8.92K	Hold	333	–	–	﹤0.01%	571
2024 Q2	$8.22K	Hold	333	–	–	﹤0.01%	465
2024 Q1	$8.39K	Hold	333	–	–	﹤0.01%	479
2023 Q4	$7.78K	Hold	333	–	–	﹤0.01%	482
2023 Q3	$7.08K	Hold	333	–	–	﹤0.01%	475
2023 Q2	$7.47K	Buy	+333	New	+$7.27K	﹤0.01%	468

Other funds holding SCHV

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

Global Financial Private Client's SCHV Position: Q2 2025 in Review

Global Financial Private Client sold out of Schwab US Large-Cap Value ETF (SCHV) in Q2 2025, closing a stake of 333 shares — an estimated $8.85K sold.

Global Financial Private Client first reported a position in SCHV in Q2 2023 and held it in 8 quarters. The position peaked at $8.92K in Q3 2024. 879 funds tracked by Wall St. Rank hold SCHV as of Q2 2025.

Global Financial Private Client reported no remaining Schwab US Large-Cap Value ETF position as of Q2 2025 after selling out during the quarter.
Global Financial Private Client sold 333 Schwab US Large-Cap Value ETF shares in Q2 2025, an estimated $8.85K.
Global Financial Private Client first reported a position in Schwab US Large-Cap Value ETF in Q2 2023 and held it in 8 quarters.
Global Financial Private Client's Schwab US Large-Cap Value ETF position peaked at $8.92K in Q3 2024.
879 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.