GG
SCHV

Greenwood Gearhart’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Greenwood Gearhart’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 		$863K Buy
24,790
+2,028
+9% +$66.8K 0.04% 88
2026
Q1 		$694K Buy
22,762
+498
+2% +$15.5K 0.04% 80
2025
Q4 		$659K Buy
22,264
+405
+2% +$11.8K 0.04% 76
2025
Q3 		$636K Buy
21,859
+175
+0.8% +$4.97K 0.04% 75
2025
Q2 		$600K Buy
21,684
+1,047
+5% +$27.5K 0.04% 75
2025
Q1 		$549K Buy
20,637
+184
+0.9% +$4.94K 0.04% 75
2024
Q4 		$533K Sell
20,453
-1,162
-5% -$31.4K 0.04% 90
2024
Q3 		$579K Buy
21,615
+87
+0.4% +$2.23K 0.05% 68
2024
Q2 		$532K Sell
21,528
-360
-2% -$8.9K 0.05% 73
2024
Q1 		$554K Buy
21,888
+318
+1% +$7.62K 0.05% 67
2023
Q4 		$504K Sell
21,570
-1,029
-5% -$22.5K 0.05% 66
2023
Q3 		$486K Buy
22,599
+1,329
+6% +$29.8K 0.06% 69
2023
Q2 		$476K Buy
21,270
+858
+4% +$18.7K 0.06% 71
2023
Q1 		$446K Sell
20,412
-747
-4% -$16.6K 0.06% 70
2022
Q4 		$466K Sell
21,159
-909
-4% -$19.7K 0.07% 72
2022
Q3 		$430K Buy
22,068
+3,168
+17% +$68.2K 0.07% 71
2022
Q2 		$393K Buy
18,900
+1,344
+8% +$30.2K 0.06% 72
2022
Q1 		$418K Sell
17,556
-1,035
-6% -$24.5K 0.06% 76
2021
Q4 		$454K Sell
18,591
-6,591
-26% -$156K 0.06% 72
2021
Q3 		$566K Buy
25,182
+9,546
+61% +$221K 0.09% 67
2021
Q2 		$356K Buy
15,636
+918
+6% +$20.8K 0.06% 67
2021
Q1 		$320K Buy
14,718
+1,962
+15% +$40.9K 0.06% 71
2020
Q4 		$253K Buy
+12,756
New +$238K 0.05% 74
2020
Q3 		– Sell
-12,261
Closed -$205K – 68
2020
Q2 		$205K Sell
12,261
-137,379
-92% -$2.24M 0.05% 62
2020
Q1 		$2.21M Sell
149,640
-184,164
-55% -$3.38M 0.72% 48
2019
Q4 		$6.69M Buy
333,804
+4,980
+2% +$96.5K 1.72% 28
2019
Q3 		$6.22M Buy
328,824
+26,991
+9% +$505K 1.72% 27
2019
Q2 		$5.65M Buy
301,833
+288,666
+2,192% +$5.34M 1.51% 33
2019
Q1 		$240K Buy
+13,167
New +$234K 0.07% 68

Other funds holding SCHV

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
SWRP
Summit Wealth & Retirement Planning San Ramon, California $472M AUM 25.49% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Greenwood Gearhart's SCHV Position: Q2 2026 in Review

Greenwood Gearhart increased its Schwab US Large-Cap Value ETF (SCHV) stake by 8.9% in Q2 2026, buying an estimated $66.8K and bringing the position to 24,790 shares worth $863K. The position accounts for 0.04% of the portfolio, ranked #88.

Greenwood Gearhart first reported a position in SCHV in Q1 2019 and has held it in 29 quarters since. The position peaked at $6.69M in Q4 2019. 506 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Greenwood Gearhart held 24,790 shares of Schwab US Large-Cap Value ETF worth $863K as of Q2 2026.
  • Greenwood Gearhart bought 2,028 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $66.8K.
  • Schwab US Large-Cap Value ETF made up 0.04% of Greenwood Gearhart's portfolio in Q2 2026, its #88 holding.
  • Greenwood Gearhart first reported a position in Schwab US Large-Cap Value ETF in Q1 2019 and has held it in 29 quarters since.
  • Greenwood Gearhart's Schwab US Large-Cap Value ETF position peaked at $6.69M in Q4 2019.
  • 506 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Greenwood Gearhart's 13F filing for Q2 2026, filed 24 Jul 2026.