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

Integrity Financial’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	$275	Hold	9	–	–	﹤0.01%	289
2025 Q4	$266	Hold	9	–	–	﹤0.01%	283
2025 Q3	$262	Sell	9 -9	-50%	-$256	﹤0.01%	291
2025 Q2	$498	Hold	18	–	–	﹤0.01%	291
2025 Q1	$478	Hold	18	–	–	﹤0.01%	273
2024 Q4	$469	Hold	18	–	–	﹤0.01%	244
2024 Q3	$482	Hold	18	–	–	﹤0.01%	216
2024 Q2	$444	Hold	18	–	–	﹤0.01%	216
2024 Q1	$456	Hold	18	–	–	﹤0.01%	209
2023 Q4	$421	Hold	18	–	–	﹤0.01%	196
2023 Q3	$387	Hold	18	–	–	﹤0.01%	223
2023 Q2	$403	Hold	18	–	–	﹤0.01%	205
2023 Q1	$393	Hold	18	–	–	﹤0.01%	209
2022 Q4	$396	Hold	18	–	–	﹤0.01%	209
2022 Q3	$0	Hold	18	–	–	﹤0.01%	220
2022 Q2	$0	Hold	18	–	–	﹤0.01%	219
2022 Q1	$0	Buy	+18	New	+$426	﹤0.01%	224

Other funds holding SCHV

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 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 New York $52.8B AUM 15.34% 1-Year Est. Return

Integrity Financial's SCHV Position: Q1 2026 in Review

Integrity Financial held its Schwab US Large-Cap Value ETF (SCHV) position steady in Q1 2026 at 9 shares worth $275. The position accounts for ﹤0.01% of the portfolio, ranked #289.

Integrity Financial first reported a position in SCHV in Q1 2022 and has held it in 17 quarters since. The position peaked at $498 in Q2 2025. 962 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

Integrity Financial held 9 shares of Schwab US Large-Cap Value ETF worth $275 as of Q1 2026.
Integrity Financial left its Schwab US Large-Cap Value ETF share count unchanged in Q1 2026.
Schwab US Large-Cap Value ETF made up ﹤0.01% of Integrity Financial's portfolio in Q1 2026, its #289 holding.
Integrity Financial first reported a position in Schwab US Large-Cap Value ETF in Q1 2022 and has held it in 17 quarters since.
Integrity Financial's Schwab US Large-Cap Value ETF position peaked at $498 in Q2 2025.
962 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

Based on Integrity Financial's 13F filing for Q1 2026, filed 14 May 2026.