GGI
SCHV

Godsey & Gibb Inc’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Godsey & Gibb Inc’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 		– Sell
-15
Closed -$458 – 400
2026
Q1 		$458 Hold
15
– – ﹤0.01% 372
2025
Q4 		$445 Hold
15
– – ﹤0.01% 420
2025
Q3 		$437 Hold
15
– – ﹤0.01% 361
2025
Q2 		$416 Hold
15
– – ﹤0.01% 339
2025
Q1 		$399 Hold
15
– – ﹤0.01% 378
2024
Q4 		$392 Hold
15
– – ﹤0.01% 356
2024
Q3 		$402 Hold
15
– – ﹤0.01% 420
2024
Q2 		$371 Hold
15
– – ﹤0.01% 392
2024
Q1 		$380 Hold
15
– – ﹤0.01% 371
2023
Q4 		$351 Hold
15
– – ﹤0.01% 348
2023
Q3 		$323 Sell
15
-45
-75% -$1.01K ﹤0.01% 329
2023
Q2 		$1.34K Hold
60
– – ﹤0.01% 349
2023
Q1 		$1.31K Hold
60
– – ﹤0.01% 316
2022
Q4 		$1.32K Buy
+60
New +$1.3K ﹤0.01% 275

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

Godsey & Gibb Inc's SCHV Position: Q2 2026 in Review

Godsey & Gibb Inc sold out of Schwab US Large-Cap Value ETF (SCHV) in Q2 2026, closing a stake of 15 shares — an estimated $458 sold.

Godsey & Gibb Inc first reported a position in SCHV in Q4 2022 and held it in 14 quarters. The position peaked at $1.34K in Q2 2023. 987 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Godsey & Gibb Inc reported no remaining Schwab US Large-Cap Value ETF position as of Q2 2026 after selling out during the quarter.
  • Godsey & Gibb Inc sold 15 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $458.
  • Godsey & Gibb Inc first reported a position in Schwab US Large-Cap Value ETF in Q4 2022 and held it in 14 quarters.
  • Godsey & Gibb Inc's Schwab US Large-Cap Value ETF position peaked at $1.34K in Q2 2023.
  • 987 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Godsey & Gibb Inc's 13F filing for Q2 2026, filed 13 Jul 2026.