Golden Bell Financial Planning’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Golden Bell Financial Planning’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	$5.14M	Sell	147,634 -1,636	-1%	-$53.9K	3.78%	11
2026 Q1	$4.55M	Sell	149,270 -3,299	-2%	-$103K	3.63%	11
2025 Q4	$4.52M	Sell	152,569 -3,001	-2%	-$87.7K	3.76%	11
2025 Q3	$4.53M	Sell	155,570 -5,388	-3%	-$153K	3.94%	11
2025 Q2	$4.45M	Sell	160,958 -8,687	-5%	-$228K	4.19%	11
2025 Q1	$4.51M	Sell	169,645 -9,646	-5%	-$259K	4.38%	11
2024 Q4	$4.67M	Buy	+179,291	New	+$4.84M	4.7%	11

Other funds holding SCHV

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

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

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

Golden Bell Financial Planning's SCHV Position: Q2 2026 in Review

Golden Bell Financial Planning reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 1.1% in Q2 2026, selling an estimated $53.9K and leaving 147,634 shares worth $5.14M. The position accounts for 3.78% of the portfolio, ranked #11.

Golden Bell Financial Planning first reported a position in SCHV in Q4 2024 and has held it in 7 quarters since. 987 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

Golden Bell Financial Planning held 147,634 shares of Schwab US Large-Cap Value ETF worth $5.14M as of Q2 2026.
Golden Bell Financial Planning sold 1,636 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $53.9K.
Schwab US Large-Cap Value ETF made up 3.78% of Golden Bell Financial Planning's portfolio in Q2 2026, its #11 holding.
Golden Bell Financial Planning first reported a position in Schwab US Large-Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
987 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Golden Bell Financial Planning's 13F filing for Q2 2026, filed 31 Jul 2026.