GA
SCHV

Goldstein Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Goldstein Advisors’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 		$619K Hold
17,788
– – 0.06% 115
2026
Q1 		$543K Hold
17,788
– – 0.06% 98
2025
Q4 		$527K Buy
17,788
+487
+3% +$14.2K 0.06% 102
2025
Q3 		$504K Hold
17,301
– – 0.06% 101
2025
Q2 		$479K Buy
17,301
+1,186
+7% +$31.2K 0.06% 96
2025
Q1 		$428K Hold
16,115
– – 0.06% 102
2024
Q4 		$420K Sell
16,115
-1,285
-7% -$34.7K 0.06% 106
2024
Q3 		$466K Hold
17,400
– – 0.07% 92
2024
Q2 		$430K Hold
17,400
– – 0.07% 88
2024
Q1 		$441K Buy
17,400
+1,224
+8% +$29.3K 0.08% 88
2023
Q4 		$378K Hold
16,176
– – 0.06% 123
2023
Q3 		$348K Hold
16,176
– – 0.07% 96
2023
Q2 		$362K Hold
16,176
– – 0.08% 95
2023
Q1 		$354K Hold
16,176
– – 0.08% 92
2022
Q4 		$356K Buy
+16,176
New +$350K 0.09% 91

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

Goldstein Advisors's SCHV Position: Q2 2026 in Review

Goldstein Advisors held its Schwab US Large-Cap Value ETF (SCHV) position steady in Q2 2026 at 17,788 shares worth $619K. The position accounts for 0.06% of the portfolio, ranked #115.

Goldstein Advisors first reported a position in SCHV in Q4 2022 and has held it in 15 quarters since. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Goldstein Advisors held 17,788 shares of Schwab US Large-Cap Value ETF worth $619K as of Q2 2026.
  • Goldstein Advisors left its Schwab US Large-Cap Value ETF share count unchanged in Q2 2026.
  • Schwab US Large-Cap Value ETF made up 0.06% of Goldstein Advisors's portfolio in Q2 2026, its #115 holding.
  • Goldstein Advisors first reported a position in Schwab US Large-Cap Value ETF in Q4 2022 and has held it in 15 quarters since.
  • 991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Goldstein Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.