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
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 $49.2B AUM 14.31% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

IFG Advisory's SCHV Position: Q1 2026 in Review

IFG Advisory opened a new position in Schwab US Large-Cap Value ETF (SCHV) in Q1 2026: 2,276 shares worth $69.4K. The stake represents 0.2% of the portfolio and ranks #110 among its holdings. This is a return to the name: IFG Advisory previously reported a position in SCHV as recently as Q2 2025.

IFG Advisory first reported a position in SCHV in Q2 2025 and has held it in 2 quarters since. The position peaked at $244K in Q2 2025. 962 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

  • IFG Advisory held 2,276 shares of Schwab US Large-Cap Value ETF worth $69.4K as of Q1 2026.
  • Schwab US Large-Cap Value ETF was a new IFG Advisory position in Q1 2026.
  • Schwab US Large-Cap Value ETF made up 0.2% of IFG Advisory's portfolio in Q1 2026, its #110 holding.
  • IFG Advisory first reported a position in Schwab US Large-Cap Value ETF in Q2 2025 and has held it in 2 quarters since.
  • IFG Advisory's Schwab US Large-Cap Value ETF position peaked at $244K in Q2 2025.
  • 962 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

Based on IFG Advisory's 13F filing for Q1 2026, filed 12 May 2026.