GI
SCHV

GS Investments’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

GS Investments’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 		$280K Sell
8,057
-5
-0.1% -$165 0.2% 71
2026
Q1 		$246K Sell
8,062
-147
-2% -$4.58K 0.14% 71
2025
Q4 		$243K Hold
8,209
– – 0.13% 71
2025
Q3 		$239K Buy
8,209
+705
+9% +$20K 0.12% 70
2025
Q2 		$208K Sell
7,504
-1,214
-14% -$31.9K 0.09% 75
2025
Q1 		$232K Sell
8,718
-50
-0.6% -$1.34K 0.11% 77
2024
Q4 		$229K Sell
8,768
-1
-0% -$27 0.1% 76
2024
Q3 		$235K Sell
8,769
-711
-8% -$18.3K 0.1% 74
2024
Q2 		$234K Sell
9,480
-777
-8% -$19.2K 0.11% 71
2024
Q1 		$260K Sell
10,257
-24
-0.2% -$575 0.13% 74
2023
Q4 		$240K Buy
10,281
+3,549
+53% +$77.6K 0.13% 73
2023
Q3 		$145K Sell
6,732
-126
-2% -$2.83K 0.08% 83
2023
Q2 		$153K Buy
6,858
+6,222
+978% +$136K 0.08% 84
2023
Q1 		$13.9K Buy
636
+75
+13% +$1.67K 0.01% 101
2022
Q4 		$12.3K Buy
+561
New +$12.1K 0.01% 102

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

GS Investments's SCHV Position: Q2 2026 in Review

GS Investments reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 0.06% in Q2 2026, selling an estimated $165 and leaving 8,057 shares worth $280K. The position accounts for 0.2% of the portfolio, ranked #71.

GS Investments first reported a position in SCHV in Q4 2022 and has held it in 15 quarters since. 993 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • GS Investments held 8,057 shares of Schwab US Large-Cap Value ETF worth $280K as of Q2 2026.
  • GS Investments sold 5 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $165.
  • Schwab US Large-Cap Value ETF made up 0.2% of GS Investments's portfolio in Q2 2026, its #71 holding.
  • GS Investments first reported a position in Schwab US Large-Cap Value ETF in Q4 2022 and has held it in 15 quarters since.
  • 993 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on GS Investments's 13F filing for Q2 2026, filed 6 Aug 2026.