IA
SCHV

IFG Advisory’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

IFG Advisory’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 		$136K Buy
3,921
+1,645
+72% +$54.2K ﹤0.01% 980
2026
Q1 		$69.4K Buy
+2,276
New +$70.9K 0.2% 110
2025
Q3 		– Sell
-8,827
Closed -$244K – 790
2025
Q2 		$244K Buy
+8,827
New +$232K 0.01% 663

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

IFG Advisory's SCHV Position: Q2 2026 in Review

IFG Advisory increased its Schwab US Large-Cap Value ETF (SCHV) stake by 72% in Q2 2026, buying an estimated $54.2K and bringing the position to 3,921 shares worth $136K. The position accounts for ﹤0.01% of the portfolio, ranked #980.

IFG Advisory first reported a position in SCHV in Q2 2025 and has held it in 3 quarters since. The position peaked at $244K in Q2 2025. 993 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • IFG Advisory held 3,921 shares of Schwab US Large-Cap Value ETF worth $136K as of Q2 2026.
  • IFG Advisory bought 1,645 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $54.2K.
  • Schwab US Large-Cap Value ETF made up ﹤0.01% of IFG Advisory's portfolio in Q2 2026, its #980 holding.
  • IFG Advisory first reported a position in Schwab US Large-Cap Value ETF in Q2 2025 and has held it in 3 quarters since.
  • IFG Advisory's Schwab US Large-Cap Value ETF position peaked at $244K in Q2 2025.
  • 993 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.