LFG
SCHV

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

Larson 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 		$1.43M Buy
41,021
+3,965
+11% +$131K 0.04% 301
2026
Q1 		$1.13M Sell
37,056
-1,322
-3% -$41.2K 0.04% 303
2025
Q4 		$1.14M Sell
38,378
-965
-2% -$28.2K 0.04% 298
2025
Q3 		$1.15M Sell
39,343
-656
-2% -$18.6K 0.04% 289
2025
Q2 		$1.11M Sell
39,999
-200
-0.5% -$5.26K 0.04% 279
2025
Q1 		$1.07M Buy
40,199
+1,869
+5% +$50.2K 0.05% 258
2024
Q4 		$999K Sell
38,330
-2,137
-5% -$57.7K 0.05% 242
2024
Q3 		$1.08M Buy
40,467
+5,580
+16% +$143K 0.06% 218
2024
Q2 		$861K Buy
34,887
+14,424
+70% +$356K 0.06% 207
2024
Q1 		$518K Buy
20,463
+144
+0.7% +$3.45K 0.04% 240
2023
Q4 		$475K Buy
20,319
+273
+1% +$5.97K 0.04% 229
2023
Q3 		$431K Buy
20,046
+174
+0.9% +$3.91K 0.04% 213
2023
Q2 		$444K Buy
19,872
+69
+0.3% +$1.51K 0.04% 208
2023
Q1 		$433K Sell
19,803
-678
-3% -$15.1K 0.05% 218
2022
Q4 		$451K Buy
20,481
+16,170
+375% +$350K 0.05% 201
2022
Q3 		$84K Sell
4,311
-2,286
-35% -$49.2K 0.01% 385
2022
Q2 		$137K Sell
6,597
-153
-2% -$3.43K 0.02% 222
2022
Q1 		$161K Buy
6,750
+63
+0.9% +$1.49K 0.03% 218
2021
Q4 		$163K Buy
6,687
+156
+2% +$3.69K 0.03% 212
2021
Q3 		$147K Buy
6,531
+183
+3% +$4.23K 0.03% 171
2021
Q2 		$145K Buy
6,348
+321
+5% +$7.28K 0.03% 152
2021
Q1 		$131K Buy
6,027
+1,122
+23% +$23.4K 0.04% 142
2020
Q4 		$97K Sell
4,905
-8,304
-63% -$155K 0.03% 138
2020
Q3 		$230K Sell
13,209
-1,203
-8% -$21K 0.09% 83
2020
Q2 		$241K Sell
14,412
-2,880
-17% -$47K 0.11% 86
2020
Q1 		$255K Buy
17,292
+1,653
+11% +$30.3K 0.16% 72
2019
Q4 		$313K Sell
15,639
-48
-0.3% -$930 0.18% 64
2019
Q3 		$297K Sell
15,687
-495
-3% -$9.26K 0.19% 59
2019
Q2 		$303K Buy
16,182
+1,755
+12% +$32.4K 0.23% 44
2019
Q1 		$263K Sell
14,427
-558
-4% -$9.9K 0.21% 45
2018
Q4 		$246K Buy
14,985
+1,173
+8% +$20.8K 0.23% 47
2018
Q3 		$258K Sell
13,812
-2,346
-15% -$43.5K 0.3% 37
2018
Q2 		$286K Sell
16,158
-186
-1% -$3.32K 0.33% 37
2018
Q1 		$288K Sell
16,344
-11,853
-42% -$217K 0.34% 37
2017
Q4 		$514K Buy
+28,197
New +$502K 0.43% 37

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

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

Larson Financial Group increased its Schwab US Large-Cap Value ETF (SCHV) stake by 11% in Q2 2026, buying an estimated $131K and bringing the position to 41,021 shares worth $1.43M. The position accounts for 0.04% of the portfolio, ranked #301.

Larson Financial Group first reported a position in SCHV in Q4 2017 and has held it in 35 quarters since. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Larson Financial Group held 41,021 shares of Schwab US Large-Cap Value ETF worth $1.43M as of Q2 2026.
  • Larson Financial Group bought 3,965 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $131K.
  • Schwab US Large-Cap Value ETF made up 0.04% of Larson Financial Group's portfolio in Q2 2026, its #301 holding.
  • Larson Financial Group first reported a position in Schwab US Large-Cap Value ETF in Q4 2017 and has held it in 35 quarters since.
  • 991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

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