Grey Fox Wealth Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Grey Fox Wealth 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	$6M	Buy	172,268 +169	+0.1%	+$5.57K	0.94%	19
2026 Q1	$5.25M	Sell	172,099 -332	-0.2%	-$10.3K	1.01%	18
2025 Q4	$5.11M	Sell	172,431 -9,236	-5%	-$270K	1.05%	20
2025 Q3	$5.29M	Sell	181,667 -1,163	-0.6%	-$33K	1.08%	17
2025 Q2	$5.06M	Buy	182,830 +41,550	+29%	+$1.09M	1.21%	16
2025 Q1	$3.76M	Buy	141,280 +20,797	+17%	+$558K	1%	20
2024 Q4	$3.14M	Sell	120,483 -108	-0.1%	-$2.92K	0.86%	22
2024 Q3	$3.23M	Buy	120,591 +2,148	+2%	+$55.2K	0.9%	20
2024 Q2	$2.94M	Sell	118,443 -2,499	-2%	-$61.8K	1.03%	17
2024 Q1	$3.06M	Sell	120,942 -1,440	-1%	-$34.5K	1.15%	15
2023 Q4	$2.86M	Sell	122,382 -51,006	-29%	-$1.12M	1.24%	16
2023 Q3	$3.73M	Buy	173,388 +2,715	+2%	+$61K	1.87%	11
2023 Q2	$3.82M	Buy	170,673 +10,203	+6%	+$223K	1.96%	12
2023 Q1	$3.51M	Buy	160,470 +29,247	+22%	+$650K	2.07%	12
2022 Q4	$2.89M	Buy	+131,223	New	+$2.84M	1.91%	16

Other funds holding SCHV

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

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

FMP

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

HWM

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

NCMW

Northern Capital Management (Washington) Spokane, Washington $198M AUM 24.66% 1-Year Est. Return

GIA

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

Grey Fox Wealth Advisors's SCHV Position: Q2 2026 in Review

Grey Fox Wealth Advisors increased its Schwab US Large-Cap Value ETF (SCHV) stake by 0.1% in Q2 2026, buying an estimated $5.57K and bringing the position to 172,268 shares worth $6M. The position accounts for 0.94% of the portfolio, ranked #19.

Grey Fox Wealth Advisors first reported a position in SCHV in Q4 2022 and has held it in 15 quarters since. 278 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

Grey Fox Wealth Advisors held 172,268 shares of Schwab US Large-Cap Value ETF worth $6M as of Q2 2026.
Grey Fox Wealth Advisors bought 169 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $5.57K.
Schwab US Large-Cap Value ETF made up 0.94% of Grey Fox Wealth Advisors's portfolio in Q2 2026, its #19 holding.
Grey Fox Wealth Advisors first reported a position in Schwab US Large-Cap Value ETF in Q4 2022 and has held it in 15 quarters since.
278 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Grey Fox Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.