Legacy Financial Group (Iowa)’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Legacy Financial Group (Iowa)’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	$231K	Buy	6,642 +30	+0.5%	+$988	0.03%	122
2026 Q1	$202K	Buy	6,612 +30	+0.5%	+$935	0.03%	121
2025 Q4	$208K	Buy	+6,582	New	+$192K	0.03%	117
2025 Q3	–	Sell	-13,833	Closed	-$383K	–	124
2025 Q2	$383K	Sell	13,833 -147	-1%	-$3.86K	0.05%	91
2025 Q1	$372K	Buy	13,980 +285	+2%	+$7.65K	0.06%	85
2024 Q4	$357K	Buy	+13,695	New	+$370K	0.06%	84
2023 Q4	–	Sell	-324	Closed	-$6.96K	–	421
2023 Q3	$6.96K	Buy	+324	New	+$7.28K	﹤0.01%	359

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

Legacy Financial Group (Iowa)'s SCHV Position: Q2 2026 in Review

Legacy Financial Group (Iowa) increased its Schwab US Large-Cap Value ETF (SCHV) stake by 0.45% in Q2 2026, buying an estimated $988 and bringing the position to 6,642 shares worth $231K. The position accounts for 0.03% of the portfolio, ranked #122.

Legacy Financial Group (Iowa) first reported a position in SCHV in Q3 2023 and has held it in 7 quarters since. The position peaked at $383K in Q2 2025. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

Legacy Financial Group (Iowa) held 6,642 shares of Schwab US Large-Cap Value ETF worth $231K as of Q2 2026.
Legacy Financial Group (Iowa) bought 30 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $988.
Schwab US Large-Cap Value ETF made up 0.03% of Legacy Financial Group (Iowa)'s portfolio in Q2 2026, its #122 holding.
Legacy Financial Group (Iowa) first reported a position in Schwab US Large-Cap Value ETF in Q3 2023 and has held it in 7 quarters since.
Legacy Financial Group (Iowa)'s Schwab US Large-Cap Value ETF position peaked at $383K in Q2 2025.
991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q2 2026, filed 5 Aug 2026.