Keeler & Nadler Financial Planning & Wealth Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Keeler & Nadler Financial Planning & Wealth Management’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	$24.4M	Buy	699,917 +12,578	+2%	+$414K	6.92%	4
2026 Q1	$21M	Buy	687,339 +7,014	+1%	+$219K	7.11%	3
2025 Q4	$20.1M	Buy	680,325 +30,716	+5%	+$898K	6.98%	5
2025 Q3	$18.9M	Buy	649,609 +31,529	+5%	+$896K	6.93%	5
2025 Q2	$17.1M	Buy	618,080 +18,837	+3%	+$495K	6.84%	5
2025 Q1	$15.8M	Buy	599,243 +43,289	+8%	+$1.16M	7.11%	4
2024 Q4	$14.5M	Buy	555,954 +49,275	+10%	+$1.33M	6.79%	6
2024 Q3	$13.6M	Buy	506,679 +36,768	+8%	+$944K	6.61%	5
2024 Q2	$11.6M	Buy	469,911 +52,659	+13%	+$1.3M	6.37%	5
2024 Q1	$10.6M	Buy	417,252 +73,323	+21%	+$1.76M	6.35%	5
2023 Q4	$8.04M	Buy	+343,929	New	+$7.52M	5.81%	6
2022 Q4	$6.62M	Buy	+300,750	New	+$6.51M	6%	7
2021 Q4	$5.77M	Buy	+236,445	New	+$5.6M	5.31%	6

Other funds holding SCHV

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

MAG

Mokosak Advisory Group Urbandale, Iowa $462M AUM 25.98% 1-Year Est. Return

Keeler & Nadler Financial Planning & Wealth Management's SCHV Position: Q2 2026 in Review

Keeler & Nadler Financial Planning & Wealth Management increased its Schwab US Large-Cap Value ETF (SCHV) stake by 1.8% in Q2 2026, buying an estimated $414K and bringing the position to 699,917 shares worth $24.4M. The position accounts for 6.92% of the portfolio, ranked #4.

Keeler & Nadler Financial Planning & Wealth Management first reported a position in SCHV in Q4 2021 and has held it in 13 quarters since. 766 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

Keeler & Nadler Financial Planning & Wealth Management held 699,917 shares of Schwab US Large-Cap Value ETF worth $24.4M as of Q2 2026.
Keeler & Nadler Financial Planning & Wealth Management bought 12,578 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $414K.
Schwab US Large-Cap Value ETF made up 6.92% of Keeler & Nadler Financial Planning & Wealth Management's portfolio in Q2 2026, its #4 holding.
Keeler & Nadler Financial Planning & Wealth Management first reported a position in Schwab US Large-Cap Value ETF in Q4 2021 and has held it in 13 quarters since.
766 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Keeler & Nadler Financial Planning & Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.