GoalVest Advisory’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

GoalVest Advisory’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	$239K	Hold	6,873	–	–	0.04%	116
2026 Q1	$210K	Hold	6,873	–	–	0.04%	146
2025 Q4	$204K	Hold	6,873	–	–	0.04%	147
2025 Q3	$200K	Hold	6,873	–	–	0.04%	130
2025 Q2	$190K	Hold	6,873	–	–	0.05%	128
2025 Q1	$183K	Hold	6,873	–	–	0.05%	123
2024 Q4	$179K	Hold	6,873	–	–	0.05%	121
2024 Q3	$184K	Hold	6,873	–	–	0.05%	113
2024 Q2	$170K	Hold	6,873	–	–	0.05%	113
2024 Q1	$174K	Buy	+6,873	New	+$165K	0.06%	114
2023 Q2	–	Sell	-336	Closed	-$7.32K	–	419
2023 Q1	$7.32K	Buy	+336	New	+$7.47K	﹤0.01%	196
2022 Q4	–	Sell	-114	Closed	-$2K	–	268
2022 Q3	$2K	Sell	114 -4,566	-98%	-$98.3K	﹤0.01%	230
2022 Q2	$98K	Sell	4,680 -1,776	-28%	-$39.9K	0.06%	130
2022 Q1	$154K	Buy	+6,456	New	+$153K	0.09%	116
2021 Q2	$158K	Buy	6,945 +24	+0.3%	+$544	0.1%	121
2021 Q1	$151K	Sell	6,921 -2,586	-27%	-$53.9K	0.11%	108
2020 Q4	$189K	Buy	+9,507	New	+$178K	0.16%	90

Other funds holding SCHV

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

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

Cooper Financial Group Irvine, California $1.2B AUM 28.32% 1-Year Est. Return

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

HRC Wealth Management Moscow, Idaho $244M AUM 21.86% 1-Year Est. Return

Veery Capital Wilmington, Delaware $372M AUM 21.43% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Meriwether Wealth & Planning Minden, Louisiana $202M AUM 22.64% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return