KF
SCHV

K2 Financial’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

K2 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
Q2 		$1.86M Sell
53,959
-943
-2% -$31.1K 1.31% 28
2026
Q1 		$1.75M Sell
54,902
-2,060
-4% -$64.2K 1.27% 28
2025
Q4 		$1.73M Buy
56,962
+1,666
+3% +$48.7K 1.34% 26
2025
Q3 		$1.59M Buy
55,296
+12,976
+31% +$369K 1.28% 28
2025
Q2 		$1.17M Sell
42,320
-751
-2% -$19.7K 1.03% 32
2025
Q1 		$1.06M Sell
43,071
-698
-2% -$18.7K 1.04% 32
2024
Q4 		$1.14M Buy
+43,769
New +$1.18M 1.13% 30

Other funds holding SCHV

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
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
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
NCMW
Northern Capital Management (Washington) Spokane, Washington $235M AUM 26.11% 1-Year Est. Return
HWM
HRC Wealth Management Moscow, Idaho $244M AUM 21.86% 1-Year Est. Return
VC
Veery Capital Wilmington, Delaware $372M AUM 21.43% 1-Year Est. Return
BMWS
Brady Martz Wealth Solutions Grand Forks, North Dakota $662M AUM 22.48% 1-Year Est. Return

K2 Financial's SCHV Position: Q2 2026 in Review

K2 Financial reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 1.7% in Q2 2026, selling an estimated $31.1K and leaving 53,959 shares worth $1.86M. The position accounts for 1.31% of the portfolio, ranked #28.

K2 Financial first reported a position in SCHV in Q4 2024 and has held it in 7 quarters since. 310 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • K2 Financial held 53,959 shares of Schwab US Large-Cap Value ETF worth $1.86M as of Q2 2026.
  • K2 Financial sold 943 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $31.1K.
  • Schwab US Large-Cap Value ETF made up 1.31% of K2 Financial's portfolio in Q2 2026, its #28 holding.
  • K2 Financial first reported a position in Schwab US Large-Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 310 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on K2 Financial's 13F filing for Q2 2026, filed 21 Jul 2026.