IFS
SCHV

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

Ifrah 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 		$7.25M Sell
208,201
-6,214
-3% -$205K 1.77% 16
2026
Q1 		$6.54M Sell
214,415
-2,128
-1% -$66.3K 1.73% 17
2025
Q4 		$6.41M Sell
216,543
-164
-0.1% -$4.79K 1.65% 18
2025
Q3 		$6.31M Buy
216,707
+109
+0.1% +$3.1K 1.64% 18
2025
Q2 		$5.99M Sell
216,598
-66
-0% -$1.74K 1.64% 18
2025
Q1 		$5.76M Sell
216,664
-4,081
-2% -$110K 1.65% 18
2024
Q4 		$5.75M Sell
220,745
-1,036
-0.5% -$28K 1.59% 18
2024
Q3 		$5.94M Sell
221,781
-465
-0.2% -$11.9K 1.6% 17
2024
Q2 		$5.49M Sell
222,246
-2,412
-1% -$59.6K 1.56% 17
2024
Q1 		$5.69M Buy
224,658
+4,410
+2% +$106K 1.6% 17
2023
Q4 		$5.15M Buy
220,248
+7,251
+3% +$159K 1.51% 17
2023
Q3 		$4.58M Buy
212,997
+6,087
+3% +$137K 1.42% 18
2023
Q2 		$4.63M Buy
206,910
+1,965
+1% +$42.9K 1.4% 19
2023
Q1 		$4.48M Sell
204,945
-1,794
-0.9% -$39.9K 1.42% 19
2022
Q4 		$4.55M Sell
206,739
-2,139
-1% -$46.3K 1.49% 19
2022
Q3 		$4.07M Sell
208,878
-5,271
-2% -$113K 1.4% 19
2022
Q2 		$4.46M Sell
214,149
-3,831
-2% -$86K 1.45% 18
2022
Q1 		$5.19M Sell
217,980
-384
-0.2% -$9.09K 1.46% 20
2021
Q4 		$5.33M Buy
218,364
+3,486
+2% +$82.6K 1.43% 20
2021
Q3 		$4.83M Sell
214,878
-921
-0.4% -$21.3K 1.39% 20
2021
Q2 		$4.92M Buy
215,799
+2,004
+0.9% +$45.5K 1.41% 20
2021
Q1 		$4.65M Buy
213,795
+1,170
+0.6% +$24.4K 1.4% 21
2020
Q4 		$4.22M Buy
212,625
+969
+0.5% +$18.1K 1.36% 21
2020
Q3 		$3.68M Buy
211,656
+5,568
+3% +$97.4K 1.32% 21
2020
Q2 		$3.44M Buy
206,088
+3,798
+2% +$62K 1.25% 24
2020
Q1 		$2.98M Buy
202,290
+8,028
+4% +$147K 1.25% 26
2019
Q4 		$3.89M Sell
194,262
-1,863
-0.9% -$36.1K 1.37% 21
2019
Q3 		$3.71M Buy
196,125
+3,720
+2% +$69.6K 1.36% 23
2019
Q2 		$3.6M Buy
192,405
+1,173
+0.6% +$21.7K 1.33% 23
2019
Q1 		$3.49M Buy
191,232
+3,021
+2% +$53.6K 1.33% 23
2018
Q4 		$3.09M Buy
+188,211
New +$3.33M 1.3% 24

Other funds holding SCHV

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
Wealth Enhancement Advisory Services
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
RRWA
Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 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
SWRP
Summit Wealth & Retirement Planning San Ramon, California $472M AUM 25.49% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

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

Ifrah Financial Services reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 2.9% in Q2 2026, selling an estimated $205K and leaving 208,201 shares worth $7.25M. The position accounts for 1.77% of the portfolio, ranked #16.

Ifrah Financial Services first reported a position in SCHV in Q4 2018 and has held it in 31 quarters since. 506 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Ifrah Financial Services held 208,201 shares of Schwab US Large-Cap Value ETF worth $7.25M as of Q2 2026.
  • Ifrah Financial Services sold 6,214 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $205K.
  • Schwab US Large-Cap Value ETF made up 1.77% of Ifrah Financial Services's portfolio in Q2 2026, its #16 holding.
  • Ifrah Financial Services first reported a position in Schwab US Large-Cap Value ETF in Q4 2018 and has held it in 31 quarters since.
  • 506 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Ifrah Financial Services's 13F filing for Q2 2026, filed 21 Jul 2026.