GSIS
SCHV

Global Strategic Investment Solutions’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Global Strategic Investment Solutions’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 		$14.7M Buy
423,041
+2,260
+0.5% +$74.4K 1.31% 21
2026
Q1 		$12.8M Sell
420,781
-107,214
-20% -$3.34M 1.25% 21
2025
Q4 		$15.6M Sell
527,995
-7,155
-1% -$209K 1.53% 18
2025
Q3 		$15.6M Buy
535,150
+1,346
+0.3% +$38.2K 1.55% 19
2025
Q2 		$14.8M Buy
533,804
+8,531
+2% +$224K 1.58% 17
2025
Q1 		$14M Sell
525,273
-4,948
-0.9% -$133K 1.62% 17
2024
Q4 		$13.8M Buy
530,221
+445
+0.1% +$12K 1.62% 17
2024
Q3 		$14.2M Buy
529,776
+3,168
+0.6% +$81.4K 1.66% 19
2024
Q2 		$13M Sell
526,608
-51
-0% -$1.26K 1.57% 20
2024
Q1 		$13.3M Buy
526,659
+426
+0.1% +$10.2K 1.55% 19
2023
Q4 		$12.3M Sell
526,233
-3,636
-0.7% -$79.5K 1.51% 21
2023
Q3 		$11.4M Sell
529,869
-324
-0.1% -$7.28K 1.47% 21
2023
Q2 		$11.9M Sell
530,193
-1,452
-0.3% -$31.7K 1.48% 20
2023
Q1 		$11.6M Sell
531,645
-30,147
-5% -$670K 1.66% 18
2022
Q4 		$12.4M Buy
561,792
+129,495
+30% +$2.8M 0.82% 19
2022
Q3 		$8.43M Buy
432,297
+50,244
+13% +$1.08M 0.4% 25
2022
Q2 		$7.95M Buy
382,053
+25,299
+7% +$568K 0.57% 26
2022
Q1 		$8.49M Sell
356,754
-53,805
-13% -$1.27M 0.53% 26
2021
Q4 		$10M Buy
410,559
+91,203
+29% +$2.16M 1.6% 19
2021
Q3 		$7.18M Buy
319,356
+828
+0.3% +$19.2K 1.21% 20
2021
Q2 		$7.26M Sell
318,528
-301,014
-49% -$6.83M 1.22% 20
2021
Q1 		$13.5M Sell
619,542
-313,797
-34% -$6.54M 2.47% 15
2020
Q4 		$18.5M Buy
933,339
+24,777
+3% +$463K 4.18% 9
2020
Q3 		$15.8M Buy
908,562
+19,695
+2% +$344K 4.01% 10
2020
Q2 		$14.8M Buy
888,867
+74,211
+9% +$1.21M 4.14% 10
2020
Q1 		$12M Sell
814,656
-244,158
-23% -$4.48M 4.49% 9
2019
Q4 		$21.2M Sell
1,058,814
-26,298
-2% -$510K 7.64% 4
2019
Q3 		$20.5M Buy
1,085,112
+222,204
+26% +$4.16M 8.01% 4
2019
Q2 		$16.1M Buy
862,908
+46,635
+6% +$862K 8.16% 4
2019
Q1 		$14.9M Buy
816,273
+285,423
+54% +$5.07M 8.1% 4
2018
Q4 		$8.72M Buy
+530,850
New +$9.39M 7.43% 4

Other funds holding SCHV

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
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
RRWA
Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return
MAG
Mokosak Advisory Group Urbandale, Iowa $462M AUM 25.98% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

Global Strategic Investment Solutions's SCHV Position: Q2 2026 in Review

Global Strategic Investment Solutions increased its Schwab US Large-Cap Value ETF (SCHV) stake by 0.54% in Q2 2026, buying an estimated $74.4K and bringing the position to 423,041 shares worth $14.7M. The position accounts for 1.31% of the portfolio, ranked #21.

Global Strategic Investment Solutions first reported a position in SCHV in Q4 2018 and has held it in 31 quarters since. The position peaked at $21.2M in Q4 2019. 677 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Global Strategic Investment Solutions held 423,041 shares of Schwab US Large-Cap Value ETF worth $14.7M as of Q2 2026.
  • Global Strategic Investment Solutions bought 2,260 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $74.4K.
  • Schwab US Large-Cap Value ETF made up 1.31% of Global Strategic Investment Solutions's portfolio in Q2 2026, its #21 holding.
  • Global Strategic Investment Solutions first reported a position in Schwab US Large-Cap Value ETF in Q4 2018 and has held it in 31 quarters since.
  • Global Strategic Investment Solutions's Schwab US Large-Cap Value ETF position peaked at $21.2M in Q4 2019.
  • 677 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Global Strategic Investment Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.