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

Kelly Financial Group’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	$1.54M	Sell	44,284 -996	-2%	-$32.8K	0.34%	34
2026 Q1	$1.38M	Sell	45,280 -2,160	-5%	-$67.3K	0.35%	29
2025 Q4	$1.4M	Sell	47,440 -1,118	-2%	-$32.7K	0.36%	29
2025 Q3	$1.41M	Sell	48,558 -5,082	-9%	-$144K	0.37%	29
2025 Q2	$1.48M	Sell	53,640 -36,744	-41%	-$966K	0.43%	28
2025 Q1	$2.4M	Sell	90,384 -10,938	-11%	-$294K	0.75%	25
2024 Q4	$2.64M	Buy	+101,322	New	+$2.74M	0.94%	21

Other funds holding SCHV

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Kelly Financial Group's SCHV Position: Q2 2026 in Review

Kelly Financial Group reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 2.2% in Q2 2026, selling an estimated $32.8K and leaving 44,284 shares worth $1.54M. The position accounts for 0.34% of the portfolio, ranked #34.

Kelly Financial Group first reported a position in SCHV in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.64M in Q4 2024. 988 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

Kelly Financial Group held 44,284 shares of Schwab US Large-Cap Value ETF worth $1.54M as of Q2 2026.
Kelly Financial Group sold 996 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $32.8K.
Schwab US Large-Cap Value ETF made up 0.34% of Kelly Financial Group's portfolio in Q2 2026, its #34 holding.
Kelly Financial Group first reported a position in Schwab US Large-Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
Kelly Financial Group's Schwab US Large-Cap Value ETF position peaked at $2.64M in Q4 2024.
988 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Kelly Financial Group's 13F filing for Q2 2026, filed 14 Jul 2026.