Hantz Financial Services’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Hantz Financial Services’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	$157K	Sell	4,508 -572	-11%	-$18.8K	﹤0.01%	1212
2026 Q1	$155K	Buy	5,080 +227	+5%	+$7.07K	﹤0.01%	1093
2025 Q4	$144K	Hold	4,853	–	–	﹤0.01%	1001
2025 Q3	$141K	Buy	4,853 +284	+6%	+$8.07K	﹤0.01%	863
2025 Q2	$126K	Hold	4,569	–	–	﹤0.01%	710
2025 Q1	$121K	Buy	+4,569	New	+$123K	﹤0.01%	605
2023 Q1	–	Sell	-462	Closed	-$10K	–	1188
2022 Q4	$10K	Buy	+462	New	+$10K	﹤0.01%	754
2022 Q1	–	Sell	-1,224	Closed	-$30K	–	1114
2021 Q4	$30K	Buy	+1,224	New	+$29K	﹤0.01%	589

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

Hantz Financial Services's SCHV Position: Q2 2026 in Review

Hantz Financial Services reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 11% in Q2 2026, selling an estimated $18.8K and leaving 4,508 shares worth $157K. The position accounts for ﹤0.01% of the portfolio, ranked #1212.

Hantz Financial Services first reported a position in SCHV in Q4 2021 and has held it in 8 quarters since. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

Hantz Financial Services held 4,508 shares of Schwab US Large-Cap Value ETF worth $157K as of Q2 2026.
Hantz Financial Services sold 572 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $18.8K.
Schwab US Large-Cap Value ETF made up ﹤0.01% of Hantz Financial Services's portfolio in Q2 2026, its #1212 holding.
Hantz Financial Services first reported a position in Schwab US Large-Cap Value ETF in Q4 2021 and has held it in 8 quarters since.
991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Hantz Financial Services's 13F filing for Q2 2026, filed 13 Aug 2026.