KFP
SCHV

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

Kerr Financial Planning’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 		$118K Buy
3,391
+16
+0.5% +$527 0.13% 120
2026
Q1 		$108K Sell
3,375
-3,325
-50% -$104K 0.08% 122
2025
Q4 		$202K Buy
6,700
+3,359
+101% +$98.2K 0.27% 81
2025
Q3 		$96.8K Buy
+3,341
New +$94.9K 0.14% 124

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Envestnet Asset Management
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
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Osaic Holdings
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
SC
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

Kerr Financial Planning's SCHV Position: Q2 2026 in Review

Kerr Financial Planning increased its Schwab US Large-Cap Value ETF (SCHV) stake by 0.47% in Q2 2026, buying an estimated $527 and bringing the position to 3,391 shares worth $118K. The position accounts for 0.13% of the portfolio, ranked #120.

Kerr Financial Planning first reported a position in SCHV in Q3 2025 and has held it in 4 quarters since. The position peaked at $202K in Q4 2025. 989 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Kerr Financial Planning held 3,391 shares of Schwab US Large-Cap Value ETF worth $118K as of Q2 2026.
  • Kerr Financial Planning bought 16 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $527.
  • Schwab US Large-Cap Value ETF made up 0.13% of Kerr Financial Planning's portfolio in Q2 2026, its #120 holding.
  • Kerr Financial Planning first reported a position in Schwab US Large-Cap Value ETF in Q3 2025 and has held it in 4 quarters since.
  • Kerr Financial Planning's Schwab US Large-Cap Value ETF position peaked at $202K in Q4 2025.
  • 989 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.